Tangerine Investment Funds

Ideal for your long-term investing needs, the Tangerine Investment Funds are diversified with an index-based investment strategy that reduces your overall investment costs. Lower costs mean that more of your money stays invested and working for you.

We offer a choice of four distinct portfolio solutions, depending on your needs, risk appetite and investment goals. We can help you assess your risk tolerance, timeframe and investment objectives, and recommend a portfolio that’s right for you. You get a convenient, comprehensive and effective investment solution that delivers the potential for long-term performance. Quarterly rebalancing is included to ensure your portfolio remains aligned with your investment objectives, so you benefit from an automatic ‘buy low/sell high’ philosophy.

Key features at a glance:

  • A smart indexing strategy. Historically, over 80% of active mutual fund managers haven’t been able to consistently outperform the indexes over the long term.1 That’s why we believe an indexing strategy is a better way to invest.
  • Low cost = better value. The Tangerine Investment Funds have some of the lowest fees (MER) among all managed portfolios. The lower the management fees, the more money you keep in your portfolio to grow.
  • Global Diversification. Investing in Canada, the US and internationally allows you to take advantage of the various market opportunities that different geographic regions have to offer.
  • Invest automatically. Our Automatic Savings Plan ensures you don’t miss out on market opportunities and creates consistent behaviour that removes the need to try to time the markets.
Unit prices
as of 02/26/2015
Tangerine Balanced Income Portfolio$12.87
Tangerine Balanced Portfolio$13.34
Tangerine Balanced Growth Portfolio$13.59
Tangerine Equity Growth Portfolio$16.02

Fund information

Tangerine Balanced Income Portfolio

Fund code:
INI210
Unit price:
Date series started:
Jan. 10, 2008
Total value of the Fund:
million (as of )
Distributions:
Annually, December
Management Expense Ratio (MER):

Fund overview

This Fund seeks to provide income with some potential for capital appreciation by investing in both fixed income and equity securities based on a targeted allocation among four distinct asset classes: Canadian bonds, Canadian equities, U.S. equities and international equities. The Fund will invest primarily in Canadian bonds, with some exposure to global equities.

The Canadian bond component seeks to replicate the FTSE TMX Canada Universe Bond Index; the Canadian equity component seeks to replicate the S&P/TSX 60 Index; the U.S. equity component seeks to replicate the S&P 500 Index; and the international equity component seeks to replicate the MSCI EAFE (Europe, Australasia and Far East) Index.

Fund Facts

Asset allocation

How risky is it?

Fund performance

as of 1 year3 years5 yearsInception*
Balanced Income Portfolio

FundGrade A+ Award

In 2015, for the second year in a row, one of the Tangerine Investment Funds received a FundGrade A+ Award, a rating that is presented to the "best-of-the-best" investment funds in Canada! The 2015 award recognized the Tangerine Balanced Income Portfolio, and the 2014 recognition was for the Tangerine Balanced Portfolio. To achieve the A+ Grade, a fund must be among the top performing 10% of funds in its peer group each month throughout the year. The award recognizes Canadian investment funds that have been not only the best performing during the year but the most consistent.



Tangerine Balanced Portfolio

Fund code:
INI220
Unit price:
Date series started:
Jan. 10, 2008
Total value of the Fund:
million (as of )
Distributions:
Annually, December
Management Expense Ratio (MER):

Fund overview

This Fund seeks to provide a balance of income and capital appreciation by investing in both fixed income and equity securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equities, U.S. equities and international equities. The Fund will remain relatively balanced between bonds and equities and between Canadian and non- Canadian securities.

The Canadian bond component seeks to replicate the FTSE TMX Canada Universe Bond Index; the Canadian equity component seeks to replicate the S&P/TSX 60 Index; the U.S. equity component seeks to replicate the S&P 500 Index; and the international equity component seeks to replicate the MSCI EAFE (Europe, Australasia and Far East) Index.

Fund Facts

Asset allocation

How risky is it?

Fund performance

as of 1 year3 years5 yearsInception*
Balanced Portfolio

FundGrade A+ Award

In 2015, for the second year in a row, one of the Tangerine Investment Funds received a FundGrade A+ Award, a rating that is presented to the "best-of-the-best" investment funds in Canada! The 2015 award recognized the Tangerine Balanced Income Portfolio, and the 2014 recognition was for the Tangerine Balanced Portfolio. To achieve the A+ Grade, a fund must be among the top performing 10% of funds in its peer group each month throughout the year. The award recognizes Canadian investment funds that have been not only the best performing during the year but the most consistent.



Tangerine Balanced Growth Portfolio

Fund code:
INI230
Unit price:
Date series started:
Jan. 10, 2008
Total value of the Fund:
million (as of )
Distributions:
Annually, December
Management Expense Ratio (MER):

Fund overview

This Fund seeks to provide capital appreciation and some income by investing in both equity and fixed income securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equity, U.S. equity and international equity. The Fund will invest primarily in equity securities, with some exposure to Canadian bonds.

The Canadian bond component seeks to replicate the FTSE TMX Canada Universe Bond Index; the Canadian equity component seeks to replicate the S&P/TSX 60 Index; the U.S. equity component seeks to replicate the S&P 500 Index; and the international equity component seeks to replicate the MSCI EAFE (Europe, Australasia and Far East) Index.

Fund facts

Asset allocation

How risky is it?

Fund performance

as of 1 year3 years5 yearsInception*
Balanced Growth Portfolio

Tangerine Equity Growth Portfolio

Fund code:
INI240
Unit price:
Date series started:
Nov. 21, 2011
Total value of the Fund:
million (as of )
Distributions:
Annually, December
Management Expense Ratio (MER):

Fund overview

This Fund seeks to provide capital appreciation by investing in equity securities based on a prescribed allocation among three distinct asset classes: Canadian equity, U.S. equity and international equity. The Fund invests primarily in equity securities.

The Canadian equity component seeks to replicate the S&P/TSX 60 Index; the U.S. equity component seeks to replicate the S&P 500 Index; and the international equity component seeks to replicate the MSCI EAFE (Europe, Australasia and Far East) Index.

Fund Facts

Asset allocation

How risky is it?

Fund Performance

as of 1 year3 years5 yearsInception*
Equity Growth Portfolio

Invest in Tangerine Investment Funds today.

Call us at 1-877-464-5678 | Monday to Friday 8 am – 8 pm EST


1 The S&P Indices Versus Active Funds (SPIVA®) Canada Scorecard, Year End 2012, by S&P Dow Jones LLC, indicated that over 80% of active mutual fund managers could not beat their respective market index benchmarks for the 5-year period ended December 31, 2012.

* Inception as of January 10, 2008. Equity Growth Portfolio inception as of November 21, 2011.

† As at December 31, 2013, the management expense ratio (MER) for the Streetwise Portfolios was 1.07%. The average Canadian asset allocation fund has an MER of 2.15%; Source: Morningstar Fund Research, 2013 Global Fund Investor Experience Report, May 15, 2013.

Mutual funds are not insured by CDIC.