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1-888-826-4374.

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Weekdays 8am - 8pm ET

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3389 Steeles Avenue East
Toronto, Ontario
M2H 0A1

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Non-Registered Investment Funds

A Tangerine Non-Registered Investment provides you with flexibility to reach your investment goals with no contribution limits. We’ll help you assess your risk tolerance, timeframe and objectives, and recommend the Portfolio that fits you best.
MER fee
Assets under management Over $3 billion1

Key Features

A smart investment strategy
Our Tangerine Investment Funds are diversified and use an index-based strategy that keeps costs low.
Low cost, better value
Our fees are around half the industry average, with a Management Expense Ratio of just 1.07% (compared to 2.09% for the industry average)2. Show me the difference.
Global diversification
Take advantage of global market opportunities while reducing the risk of unexpected changes in a particular market.
Invest automatically
With an Automatic Savings Program you never have to worry about finding the right time to invest.
Licenced experts
Our licenced experts are here for you if you need them. Speak with an expert at 1-877-464-5678. Monday to Friday,
8 am – 8 pm ET.

The Low-Fee Difference

What you pay in investment fees has a direct impact on your long-term returns. See what that could mean for you.
Calculations are for demonstration purposes only and are based on a 7% gross annual return with fees applied of 2.13% and our Investment Fund fees of 1.07%.

Your Investment after their fees of 2.13%
$12,941

Your Investment after our fees of 1.07%
$15,825

Your Investment after their fees of 2.13%
$12,941
Your Investment after our fees of 1.07%
$15,825

You would have saved $2,884 in fees with your $5,000 investment over a period of 20 Years.

What are you investing in with Tangerine? What are you investing in with Tangerine?
What are you investing in with Tangerine?
Depending on your investment objectives, such as risk tolerance, timeframe and investment goals, we’ll recommend a Portfolio that’s right for you.
Tangerine Investment Funds use an index-based strategy. This means your Portfolio is made up of over hundreds of investments, offering you a diversified investment strategy at a low cost.
You get a convenient, comprehensive and effective investment solution that gives you the potential for long-term growth. Plus, your Portfolio is rebalanced automatically every quarter to ensure it remains aligned with your objectives.
Equity Growth Portfolio 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. Fund Facts
Asset Allocation
Fund Performance
As of 1 year 3 years 5 years 10 years Inception3
As of Equity Growth Portfolio
Unit Price as of :
Fund Code: INI240
Date series started: November 21, 2011
Total value of the Fund: million (as of )
Distributions: annually, December
Management Expense Ratio (MER):
Risk: Medium to high
Get started with Tangerine Get started with Tangerine Get started with Tangerine
Get started with Tangerine
  • Complete your enrollment online. Our licenced experts are here for you if you need them. Speak with an expert at 1-877-464-5678. Monday to Friday, 8 am – 8 pm ET.

Don’t think this Account is for you? Take a look at our other options.
Tax-Free Investments Funds
Learn More
RSP Investment Funds
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RIF Investment Funds
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1Assets under management value for all Tangerine Investment Funds as at .
2Source: Investor Economics Insight, January 2018 Annual Review. Tangerine Investment Funds are considered long-term mutual funds. The asset weighted MER for long-term mutual funds as of December 31, 2017 was 2.09%. The asset weighted MER for each Tangerine Investment Fund is 1.07%.
3Inception as of January 10, 2008. Equity Growth Portfolio inception as of November 21, 2011. Dividend Portfolio inception as of November 2, 2016....
Mutual funds are not insured by CDIC. Tangerine Investment Funds are managed by Tangerine Investment Management Inc. and are only available by opening an Investment Fund Account with Tangerine Investment Funds Limited. These firms are wholly owned subsidiaries of Tangerine Bank. Commissions, trailing commissions, management fees and expenses all 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.
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