Chequing
Tangerine Global ETF Portfolios
A simple low-cost* way to have exposure to a selection of Exchange Traded Funds (ETFs) in a mutual fund.
Key features
Global exposure
Invest in over 45 countries around the world.
Our lowest fee* 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
- Balanced Income ETF
- Balanced ETF
- Balanced Growth ETF
- Equity Growth ETF
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:
| Term | Annualized 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]] |
| Inception | [[BAL_INC_ETF.RATE.INCEPTION]] |
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
- Details
- Fund Documents
| Unit Price as of [[BAL_INC_ETF.NAV.DAY.DATE]] | [[BAL_INC_ETF.NAV.DAY.VALUE]] |
| Fund Code | INI410 |
| Date series started | January 6, 2022 |
| Total value of the Fund | $57.67 million (as of October 31, 2024) |
| Distributions | Annually, December |
| Management Expense Ratio1 (MER) | [[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:
| Term | Annualized returns^ as of [[REPORT.DATE]] net of fees |
|---|---|
| 1 year | [[BAL_ETF.RATE.1_YEAR]] |
| 3 years | [[BAL_ETF.RATE.3_YEAR]] |
| 5 years | [[BAL_ETF.RATE.5_YEAR]] |
| 10 years | [[BAL_ETF.RATE.10_YEAR]] |
| Inception | [[BAL_ETF.RATE.INCEPTION]] |
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
- Details
- Fund Documents
| Unit Price as of [[BAL_ETF.NAV.DAY.DATE]] | [[BAL_ETF.NAV.DAY.VALUE]] |
| Fund Code | INI420 |
| Date series started | November 10, 2020 |
| Total value of the Fund | $162.15 million (as of October 31, 2024) |
| Distributions | Annually, December |
| Management Expense Ratio1 (MER) | [[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:
| Term | Annualized 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 years | [[BAL_GROWTH_ETF.RATE.5_YEAR]] |
| 10 years | [[BAL_GROWTH_ETF.RATE.10_YEAR]] |
| Inception | [[BAL_GROWTH_ETF.RATE.INCEPTION]] |
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
- Details
- Fund Documents
| Unit Price as of [[BAL_GROWTH_ETF.NAV.DAY.DATE]] | [[BAL_GROWTH_ETF.NAV.DAY.VALUE]] |
| Fund Code | INI430 |
| Date series started | November 10, 2020 |
| Total value of the Fund | $750.13 million (as of October 31, 2024) |
| Distributions | Annually, December |
| Management Expense Ratio1 (MER) | [[MER.ETF]] |
Overview
With no bonds to balance it out during down markets this is the riskiest Portfolio we offer, but with that risk comes a greater potential reward.
This Portfolio may be right for you if you’re:
| Term | Annualized 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 years | [[EQ_GROWTH_ETF.RATE.5_YEAR]] |
| 10 years | [[EQ_GROWTH_ETF.RATE.10_YEAR]] |
| Inception | [[EQ_GROWTH_ETF.RATE.INCEPTION]] |
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
- Details
- Fund Documents
| Unit Price as of [[EQ_GROWTH_ETF.NAV.DAY.DATE]] | [[EQ_GROWTH_ETF.NAV.DAY.VALUE]] |
| Fund Code | INI440 |
| Date series started | November 10, 2020 |
| Total value of the Fund | $522.93 million (as of October 31, 2024) |
| Distributions | Annually, December |
| Management Expense Ratio1 (MER) | [[MER.ETF]] |
Want to speak to an Investment Funds 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.
Take a look at our other Portfolios
Core Portfolios
Tried, tested and true, these are our original Portfolios. They come with our history of helping Canadians reach their financial goals.
Socially Responsible Global Portfolios
Socially Responsible investing, or SRI, is a strategy that considers not only the financial returns from an investment, but also its impact on environmental, ethical and social issues.
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
^The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all 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 insured by CDIC.
*A fund's expenses are made up of the management fee (including the trailing commission), operating expenses, trading costs, and fixed administration fee. The annual management fee is 0.80% of each Tangerine Core Portfolio, 0.50% of each Tangerine Global ETF Portfolio, and 0.55% of each Tangerine Socially Responsible Global Portfolio. The fixed administration fee is the same for all Tangerine Portfolios and is 0.15% of each Portfolio’s value.
Diversification does not guarantee a profit or eliminate the risk of loss.
The information provided is not intended to be investment advice. Investors should consult their own professional advisor for specific investment and/or tax advice tailored to their needs when planning to implement an investment strategy to ensure that individual circumstances are considered properly and action is taken based on the latest available information.
Distributions may consist of net income, dividends, net realized capital gains, and/or return of capital. Distributions are not guaranteed, and investors should not confuse a fund’s distribution yield with its performance or rate of return.
1The MER for the period ended December 31, 2023 0.76% for the Tangerine Global ETF Portfolios after applicable waivers and absorptions by the manager.
Tangerine is a registered trademark of The Bank of Nova Scotia, used under licence. Tangerine Investment Funds are managed by 1832 Asset Management L.P. Tangerine Investment Funds Limited is the principal distributor of Tangerine Investment Funds. Tangerine Investment Funds Limited and 1832 Asset Management L.P. are wholly owned subsidiaries of The Bank of Nova Scotia.
