Portfolios
Ten portfolios. Three ranges. One committee.
Risk-graded, multi-asset model portfolios across actively managed, passive and income strategies — all governed by the same four-member Investment Committee.
Risk-graded, multi-asset model portfolios across actively managed, passive and income strategies — all governed by the same four-member Investment Committee.
Actively managed multi-asset portfolios across four risk grades plus an ESG/SRI-screened Ethical option.
Range commentary — May 2026:
Pure index trackers with strategic asset allocation, annually rebalanced.
Range commentary — May 2026:
For clients who want a regular income alongside capital growth. Both portfolios sit at RG3.
Range commentary — May 2026:
Competitive DFM pricing. No performance fees, no hidden charges.
| Range | Portfolio | DFM Fee | OCF Range | Total (approx.) |
|---|---|---|---|---|
| Core | RG2–RG5 | 0.20% p.a. | 0.65–0.92% | 0.85–1.12% |
| Passive | Cautious–Growth | 0.18% p.a. | 0.06–0.08% | 0.24–0.26% |
| Income | Inc & Growth / Ethical Inc | 0.20% p.a. | 0.78–0.86% | 0.98–1.06% |
DFM fee charged by Quorum Capital and collected by the platform. Platform charges are additional. All fees annual and quoted exclusive of VAT.
Our team will prepare a tailored proposal.