Quorum Core
RG2 Cautious
A capital-preserving blend of fixed income, cash, and selective equity exposure. Designed for cautious investors seeking modest real returns with low volatility. Actively managed by the Quorum Capital Investment Committee.
Performance data.
Illustrative figures to 30 April 2026. Past performance is not a reliable indicator of future results.
Annual returns
Figures are illustrative, gross of adviser and platform charges. Capital is at risk.
Current allocation.
As at 30 April 2026. Holdings and weights are subject to change. The Investment Committee rebalances when allocations drift materially from target.
| Holding | Asset type | Manager | Weight |
|---|---|---|---|
| iShares Core UK Gilts ETF | UK gilts | BlackRock | 22.0% |
| Vanguard UK Investment Grade Bond | UK corp bonds | Vanguard | 18.5% |
| Fidelity Cash | Cash | Fidelity | 12.0% |
| M&G Optimal Income | Strategic bonds | M&G | 10.0% |
| iShares Core MSCI World ETF | Global equity | BlackRock | 8.0% |
| Insight Inflation-Linked Corporate Bond | Index-linked | Insight | 7.5% |
| iShares Physical Gold ETC | Alternatives | BlackRock | 5.0% |
| Other holdings | Various | Various | 17.0% |
Asset class breakdown
Geographic exposure
Objective & mandate.
The Quorum Core RG2 Cautious portfolio targets long-term capital preservation with real returns above inflation over rolling five-year periods, net of OCF. The portfolio maintains a dominant allocation to high-quality fixed income and cash instruments, with selective exposure to global equities and alternatives to enhance risk-adjusted returns.
Benchmark: IA Mixed Investment 0–35% Shares sector. Risk grade 2 (Cautious) on the Quorum Capital 1–6 scale. Suitable for investors with a minimum three-year time horizon and a low tolerance for capital drawdown.
The Investment Committee reviews the portfolio on a quarterly basis and rebalances when individual holdings drift more than 5% from their target weight. Tactical adjustments may be made between scheduled reviews in response to material market events.
Key facts
| Launch date | March 2013 |
| Risk grade | RG2 Cautious |
| Management style | Active (discretionary) |
| OCF | 0.21% |
| Quorum MPS fee | 0.15% |
| Benchmark | IA Mixed 0–35% |
| Min. investment | £25,000 |
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