Awards and Recognition
Creating a simple and convenient everyday banking experience for our Clients is at the core of everything we do. We're very pleased to earn recognition confirming that we’re making a difference in our Clients' lives.
footnote asteriskFor J D Power 2021 award information, visit jdpower.com/awards.
footnote double asteriskFor J D Power 2021 award information, visit jdpower.com/awards.
footnote triple asteriskIpsos 2020 Financial Service Excellence Awards are based on ongoing quarterly Customer Service Index (C S I) survey results. Sample size for the total 2020 C S I program year ended with the September 2020 survey wave was 48,284 completed surveys yielding 73,601 financial institution ratings nationally.
footnote quadruple asteriskProduct of the Year is a trademark of Product of the Year Canada.
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
Award-winning Portfolio for 2021 is:
|Fund Name||CIFSC Category||Fund Count||FundGrade Start Date*||FundGrade Calc Date|
|Tangerine Balanced Income Portfolio||Canadian Fixed Income Balanced||289||1/31/2012||12/31/2021|
*The end date for the FundGrade calculation is December 31, 2021.
Performance for the Tangerine Balanced Income Portfolio for the period ended December 31, 2021 is as follows: 3.49% (1 year), 7.28% (3 years), 5.06% (5 years), 5.27% (10 years), and 4.69% since inception (January 2008).
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.