Quorum Core
Ethical Income ESG
An ESG-compliant income portfolio combining regular distributions with positive-impact investing. Applies negative exclusion screens and positive ESG tilts across dividend-paying equities and sustainable bonds.
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. Income distributions shown are reinvested. 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 |
|---|---|---|---|
| WHEB Sustainability Fund | Sustainable equity | WHEB | 10.0% |
| iShares $ Corp Bond ESG | ESG bonds | BlackRock | 10.0% |
| Legal & General Future World ESG UK Index | UK equity ESG | L&G | 9.0% |
| iShares MSCI World ESG Screened ETF | Global equity ESG | BlackRock | 9.0% |
| Vanguard ESG EUR Corporate Bond | ESG bonds | Vanguard | 8.0% |
| Impax Environmental Leaders | Environmental equity | Impax | 7.0% |
| iShares ESG UK Gilt | UK gilts ESG | BlackRock | 7.0% |
| M&G Positive Impact | Impact equity | M&G | 6.0% |
| Janus Henderson Global Responsible Managed | Multi-asset ESG | Janus Henderson | 5.5% |
| Quilter Investors Ethical Equity | UK equity ESG | Quilter | 5.0% |
| Other holdings | Various | Various | 23.5% |
Asset class breakdown
Geographic exposure
Objective & mandate.
The Quorum Ethical Income ESG portfolio delivers a combination of regular income distributions and long-term capital growth through an ESG-compliant mandate. The portfolio applies negative exclusion screens — removing companies involved in tobacco, weapons manufacturing, fossil fuel extraction, and gambling — while prioritising holdings with strong ESG credentials and positive impact characteristics.
RG3 Ethical ESG Income on the Quorum Capital 1–6 risk scale. Minimum five-year investment horizon. Benchmark: IA Mixed Investment 40–85% Shares sector. Target indicative yield: approximately 2.8% per annum.
The Investment Committee applies ESG analysis alongside traditional income-focused research. Holdings are reviewed against ESG exclusion criteria at least annually. Rebalancing occurs when any holding drifts more than 5% from target weight, or at each quarterly IC review.
Key facts
| Launch date | January 2018 |
| Risk grade | RG3 Ethical ESG Income |
| Management style | Active (discretionary) |
| OCF | 0.24% |
| Quorum MPS fee | 0.15% p.a. |
| Yield (indicative) | ~2.8% p.a. |
| Benchmark | IA Mixed 40–85% |
| Minimum investment | £25,000 |
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Add Ethical Income to your client portfolios.
ESG-compliant income for ethically-minded investors. Request the full factsheet, KIID, and due diligence pack.