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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]]
Inception4.20%


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)		$97.94
(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 years6.75%
10 years[[BAL_ETF.RATE.10_YEAR]]
Inception6.87%


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)		$222.70
(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 years8.76%
10 years[[BAL_GROWTH_ETF.RATE.10_YEAR]]
Inception8.84%


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)		$969.92
(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 years12.11%
10 years[[EQ_GROWTH_ETF.RATE.10_YEAR]]
Inception12.17%


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)		$705.45
(as of [[REPORT.DATE]])
DistributionsAnnually, December
Management Expense Ratio (MER)1[[MER.ETF]]

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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