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A simple low-cost* way to have exposure to a selection of Exchange Traded Funds (ETFs) in a mutual fund.
Invest in over 45 countries around the world.
Keeping your money working harder for you.
Made up of a selection of ETFs in a mutual fund
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.
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.
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.
Bonds
Stocks
Risk
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 | $54.66 (as of August 31, 2024) |
Distributions | Annually, December |
Management Expense Ratio1 (MER) | [[MER.ETF]] |
Offers a balance between investments in stocks and bonds that increases your potential for growth while still maintaining stability.
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.
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.
Bonds
Stocks
Risk
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 | $156.61 (as of August 31, 2024) |
Distributions | Annually, December |
Management Expense Ratio1 (MER) | [[MER.ETF]] |
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.
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.
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.
Bonds
Stocks
Risk
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 | $720.63 (as of August 31, 2024) |
Distributions | Annually, December |
Management Expense Ratio1 (MER) | [[MER.ETF]] |
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.
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.
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.
Bonds
Stocks
Risk
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 | $496.42 (as of August 31, 2024) |
Distributions | Annually, December |
Management Expense Ratio1 (MER) | [[MER.ETF]] |
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.
Tried, tested and true, these are our original Portfolios. They come with our history of helping Canadians reach their financial goals.
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.