Quorum Core
RG3 Balanced
A balanced blend of growth and defensive assets across global equities, bonds, alternatives, and property. 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 MSCI World ETF | Global equity | BlackRock | 22.0% |
| Vanguard UK Investment Grade Bond | UK corp bonds | Vanguard | 14.5% |
| Fidelity Index Emerging Markets | Emerging equity | Fidelity | 8.0% |
| M&G Optimal Income | Strategic bonds | M&G | 7.5% |
| iShares UK Gilt ETF | UK gilts | BlackRock | 7.0% |
| Fundsmith Equity | Global equity | Fundsmith | 6.5% |
| PGIM Global Select Real Estate | Property | PGIM | 5.5% |
| Ninety One Global Multi-Asset Income | Multi-asset | Ninety One | 5.5% |
| iShares Physical Gold ETC | Alternatives | BlackRock | 4.5% |
| Vanguard Global Small-Cap Index | Global equity | Vanguard | 4.0% |
| Other holdings | Various | Various | 15.0% |
Asset class breakdown
Geographic exposure
Objective & mandate.
The Quorum Core RG3 Balanced portfolio targets long-term capital growth and income with a balanced approach to risk. It aims to deliver annualised returns above the IA Mixed Investment 40–85% Shares sector over rolling five-year periods, net of OCF, while maintaining a diversified allocation across global equities, fixed income, alternatives, and property.
Benchmark: IA Mixed Investment 40–85% Shares sector. Risk grade 3 (Balanced) on the Quorum Capital 1–6 scale. Suitable for investors with a minimum five-year time horizon and a moderate tolerance for interim volatility and drawdown.
The Investment Committee reviews the portfolio quarterly and rebalances when holdings drift more than 5% from target weight. Tactical adjustments may be made between scheduled reviews where the IC identifies material valuation opportunities or risk events.
Key facts
| Launch date | March 2013 |
| Risk grade | RG3 Balanced |
| Management style | Active (discretionary) |
| OCF | 0.19% |
| Quorum MPS fee | 0.15% |
| Benchmark | IA Mixed 40–85% |
| Min. investment | £25,000 |
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