Quorum Capital Ethical Portfolio:

For clients who wish to achieve investment returns in excess of cash and government bonds, can tolerate moderate equity-like investment risk and accept there is a risk of capital loss as capital markets fluctuate. The Quorum Capital Ethical Portfolio invests solely in funds drawn from a universe of ethical and socially responsible investments (SRIs). The Strategy endeavours to adhere to a maximum volatility threshold of 10%, measured on a monthly and annual basis. The volatility of the portfolio will of course fluctuate according to market conditions, if it breaches 10% our investment team would look to bring it back down under the threshold as soon as possible. The asset classes from which qualifying funds will be selected are Equities and Fixed Income.