The FundGrade calculation date for the awards is December 31, 2025.
Performance for Tangerine Balanced SRI Portfolio for the period ended December 31, 2025 is as follows: 9.08% (1 year), 14.47% (3 years), N/A (5 years), N/A (10 years), and 8.06% since inception (January 2022)
Performance for Tangerine Balanced Growth SRI Portfolio for the period ended December 31, 2025 is as follows: 10.29% (1 year), 17.27% (3 years), N/A (5 years), N/A (10 years), and 9.94% since inception (January 2022)
Performance for Tangerine Equity Growth SRI Portfolio for the period ended December 31, 2025 is as follows: 13.18% (1 year), 21.94% (3 years), N/A (5 years), N/A (10 years), and 13.19% since inception (January 2022)
4 About Great Place to Work®:
Great Place to Work is the global authority on high-trust, high-performance workplace cultures. A global research and consulting firm, Great Place to Work® provides the benchmarks and expertise needed to create, sustain, and recognize outstanding workplace cultures. In Canada, Great Place to Work® produces both industry and demographic specific Best Workplace™ lists, and represents the voices of 500,000 employees across industry. This is part of the world's largest annual workplace study, recognizing the world's Best Workplaces in a series of national lists including those published by The Globe & Mail (Canada) and Fortune magazine (USA). Visit us at www.greatplacetowork.ca/en/.
5 As of Mar 10, 2026 there were 49.9K reviews with an average rating of 4.5 from the Google Play Store and 77K reviews with an average rating of 4.7 from the App Store.