Quorum Capital Income and Growth Portfolio:

For clients who wish to achieve investment returns in excess of cash and government bonds, can tolerate moderate equity-like investment risk, can accept there is a risk of capital loss as capital markets fluctuate and also want to receive regular income. The Quorum Capital Income and Growth Portfolio seeks to prioritise Capital Growth and Income over Preservation of Principal, but will still look to give sufficient weighting in the portfolio towards Preservation of Principal. 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.