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Tangerine Global ETF Portfolios

A simple low-cost1 way to have exposure to a selection of Exchange Traded Funds (ETFs) in a mutual fund.

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Key features

Global exposure

Invest in over 45 countries around the world.

Our lowest fee¹ Portfolios

Keeping your money working harder for you.

Meet your growth needs

Made up of a selection of ETFs in a mutual fund

We’ll help you choose the right Portfolio

Overview

With 70% in bonds, this is the least risky Portfolio of the bunch. The other 30% is invested in stocks, which provide growth potential. It’s designed to be a safer bet with more modest returns for the more risk-averse.

This Portfolio may be right for you if you’re:

  • A low–medium risk investor
  • Seeking stability
  • Looking for income and some potential for capital appreciation
TermAnnualized returns as of [[REPORT.DATE]] net of fees
1 year[[BAL_INC_ETF.RATE.1_YEAR]]
3 years[[BAL_INC_ETF.RATE.3_YEAR]]
5 years[[BAL_INC_ETF.RATE.5_YEAR]]
10 years[[BAL_INC_ETF.RATE.10_YEAR]]
Inception3.92%


Explore historical performance.

Allocation & Holdings

Bonds
[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.BONDS.1_NAME]][[BAL_INC_ETF.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]]
Stocks
[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]][[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]]
[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]][[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]]
[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]][[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]]
[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_NAME]][[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_VALUE]]
[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_NAME]][[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_VALUE]]

Informational only: This is how we aim to manage your Portfolio. The percentages may change slightly over time.

70%

Bonds

30%

Stocks

Low to medium

Risk

Here’s the nitty-gritty stuff

Unit Price as of [[BAL_INC_ETF.NAV.DAY.DATE]][[BAL_INC_ETF.NAV.DAY.VALUE]]
Fund CodeINI410
Inception DateJanuary 14, 2022
Total value of the Fund
(millions)		$103.46
(as of [[REPORT.DATE]])
DistributionsAnnually, December
Management Expense Ratio (MER)1[[MER.ETF]]

Overview

Offers a balance between investments in stocks and bonds that increases your potential for growth while still maintaining stability.

This Portfolio may be right for you if you’re:

  • A low–medium risk investor
  • Seeking a balance between capital appreciation and modest income potential
TermAnnualized returns as of [[REPORT.DATE]] net of fees
1 year[[BAL_ETF.RATE.1_YEAR]]
3 years[[BAL_ETF.RATE.3_YEAR]]
5 years7.16%
10 years[[BAL_ETF.RATE.10_YEAR]]
Inception7.00%


Explore historical performance.

Allocation & Holdings

Bonds
[[BAL_ETF.HOLDINGS.BREAKDOWN.BONDS.1_NAME]][[BAL_ETF.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]]
Stocks
[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]][[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]]
[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]][[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]]
[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]][[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]]
[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_NAME]][[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_VALUE]]
[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_NAME]][[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_VALUE]]

Informational only: This is how we aim to manage your Portfolio. The percentages may change slightly over time.

40%

Bonds

60%

Stocks

Low to medium

Risk

Here’s the nitty-gritty stuff

Unit Price as of [[BAL_ETF.NAV.DAY.DATE]][[BAL_ETF.NAV.DAY.VALUE]]
Fund CodeINI420
Inception DateNovember 12, 2020
Total value of the Fund
(millions)		$234.25
(as of [[REPORT.DATE]])
DistributionsAnnually, December
Management Expense Ratio (MER)1[[MER.ETF]]

Overview

75% of this Portfolio’s investments are in stocks, which provides potential for long-term growth. The remaining 25% in bonds serves to balance out some of the associated risk with a little stability.

This Portfolio may be right for you if you’re:

  • A medium risk investor
  • Seeking a primarily capital growth potential and some income
TermAnnualized returns as of [[REPORT.DATE]] net of fees
1 year[[BAL_GROWTH_ETF.RATE.1_YEAR]]
3 years[[BAL_GROWTH_ETF.RATE.3_YEAR]]
5 years9.17%
10 years[[BAL_GROWTH_ETF.RATE.10_YEAR]]
Inception8.97%


Explore historical performance.

Allocation & Holdings

Bonds
[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.BONDS.1_NAME]][[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]]
Stocks
[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]][[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]]
[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]][[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]]
[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]][[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]]
[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_NAME]][[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_VALUE]]
[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_NAME]][[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_VALUE]]

Informational only: This is how we aim to manage your Portfolio. The percentages may change slightly over time.

25%

Bonds

75%

Stocks

Medium

Risk

Here’s the nitty-gritty stuff

Unit Price as of [[BAL_GROWTH_ETF.NAV.DAY.DATE]][[BAL_GROWTH_ETF.NAV.DAY.VALUE]]
Fund CodeINI430
Inception DateNovember 12, 2020
Total value of the Fund
(millions)		$1,001.56
(as of [[REPORT.DATE]])
DistributionsAnnually, December
Management Expense Ratio (MER)1[[MER.ETF]]

Overview

With no bonds to balance it out during downturns, this Fund can be the riskiest portfolio we offer. However, with that risk comes a potential reward.

This Portfolio may be right for you if you’re:

  • A medium–high risk investor
  • Seeking primarily capital growth potential
TermAnnualized returns as of [[REPORT.DATE]] net of fees
1 year[[EQ_GROWTH_ETF.RATE.1_YEAR]]
3 years[[EQ_GROWTH_ETF.RATE.3_YEAR]]
5 years12.56%
10 years[[EQ_GROWTH_ETF.RATE.10_YEAR]]
Inception12.30%


Explore historical performance.

Allocation & Holdings

Stocks
[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]][[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]]
[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]][[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]]
[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]][[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]]
[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_NAME]][[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_VALUE]]
[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_NAME]][[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_VALUE]]

Informational only: This is how we aim to manage your Portfolio. The percentages may change slightly over time.

0%

Bonds

100%

Stocks

Medium to high

Risk

Here’s the nitty-gritty stuff

Unit Price as of [[EQ_GROWTH_ETF.NAV.DAY.DATE]][[EQ_GROWTH_ETF.NAV.DAY.VALUE]]
Fund CodeINI440
Inception DateNovember 12, 2020
Total value of the Fund
(millions)		$737.34
(as of [[REPORT.DATE]])
DistributionsAnnually, December
Management Expense Ratio (MER)1[[MER.ETF]]

Your wealth snapshot

Our latest feature summarizes your wealth right in the app. And this is just the first step – stay tuned for more to come.

Clients can explore Tangerine’s new Wealth feature in the Tangerine mobile app, available today for iOS and launching for Android devices later this month.

Don’t have our Mobile Banking app3 yet? Download it today, so you can bank easily from anywhere.

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Organize & analyze

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Want to speak to a Tangerine Advisor?

Our licenced Advisors are here for you if you need them. Speak with us at 1-877-464-5678. Monday to Friday, 8 am – 8 pm ET.

Call 1-877-464-5678

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