Quorum Core
RG5 Adventurous
The highest-risk portfolio in the Core Range, with dominant equity exposure and global diversification. Designed for adventurous investors with a long time horizon and high risk tolerance. 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.
Cumulative growth · 3 years
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.
| Fund | Asset class | Manager | Weight |
|---|---|---|---|
| iShares Core MSCI World ETF | Global equity | BlackRock | 32.0% |
| Fidelity Index Emerging Markets | Emerging equity | Fidelity | 12.0% |
| Vanguard Global Small-Cap Index | Global equity | Vanguard | 10.0% |
| Fundsmith Equity | Global equity | Fundsmith | 9.0% |
| Baillie Gifford Global Discovery | Global equity | Baillie Gifford | 7.0% |
| iShares Core MSCI Europe ETF | European equity | BlackRock | 7.0% |
| iShares Physical Gold ETC | Alternatives | BlackRock | 6.0% |
| Baillie Gifford Positive Change | Global equity | Baillie Gifford | 4.5% |
| iShares Core MSCI Pacific ETF | Asia Pacific equity | BlackRock | 3.5% |
| Other holdings | Various | Various | 9.0% |
Asset class breakdown
Geographic exposure
Objective & mandate.
Investment objective
To maximise long-term capital growth above the IA Global sector average over rolling five-year periods, net of OCF. Dominant equity allocation across global markets with tactical use of alternatives.
Risk grade
RG5 (Adventurous) on the Quorum Capital risk scale of 1–6. Suitable for investors with a minimum ten-year time horizon and high risk tolerance.
Rebalancing policy
When any asset class drifts more than 5% from its target weight, or at the quarterly Investment Committee review — whichever occurs first.
Key facts
| Launch date | March 2013 |
| Risk grade | RG5 Adventurous |
| Management style | Active (discretionary) |
| OCF | 0.22% |
| Quorum MPS fee | 0.15% p.a. |
| Benchmark | IA Global |
| Min. investment | £25,000 |
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