Quorum Passive
RG4 Growth
A low-cost passively managed growth portfolio for advisers seeking higher equity exposure through efficient index tracking. Prioritises cost efficiency and market-cap diversification over stock selection.
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. Rebalancing occurs quarterly or on drift exceeding 5% from target weights.
| Holding | Asset type | Manager | Weight |
|---|---|---|---|
| iShares Core MSCI World ETF | Global equity | BlackRock | 36.0% |
| Vanguard UK Investment Grade Bond Index | UK corp bonds | Vanguard | 10.0% |
| iShares Core MSCI Emerging Markets ETF | Emerging equity | BlackRock | 10.0% |
| Vanguard Global Small-Cap Index | Global equity | Vanguard | 8.0% |
| iShares Core FTSE 100 ETF | UK equity | BlackRock | 8.0% |
| iShares Core UK Gilts ETF | UK gilts | BlackRock | 6.0% |
| Vanguard FTSE Developed Europe ETF | European equity | Vanguard | 6.0% |
| iShares Physical Gold ETC | Alternatives | BlackRock | 5.0% |
| Cash/money market | Cash | Various | 11.0% |
Asset class breakdown
Geographic exposure
Objective & mandate.
Long-term capital growth with a growth risk profile through low-cost index tracking. Combines global equity ETFs and bond index funds to deliver RG4 risk-grade exposure at minimal cost, with higher equity weighting than the Passive Balanced portfolio.
RG4 (Growth) on the Quorum Capital 1–6 risk scale. Minimum seven-year investment horizon. Benchmark: IA Flexible Investment sector.
Rebalancing occurs quarterly or when holdings drift more than 5% from target weights. The passive construction eliminates manager selection risk and delivers complete transparency of underlying exposures at all times.
Key facts
| Launch date | September 2016 |
| Risk grade | RG4 Growth |
| Management style | Passive (index tracking) |
| OCF | 0.06–0.08% |
| Quorum MPS fee | 0.10% p.a. |
| Benchmark | IA Flexible Investment |
| Minimum investment | £25,000 |
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Factsheets, mandate documents, and holdings data. All documents are available to FCA-authorised intermediaries upon request.
Add Passive RG4 to your client portfolios.
Efficient growth exposure at minimal cost. Request the full factsheet, KIID, and due diligence pack.