Simple investment options to build your future with

Think of these Portfolios as a simple, low-cost way to keep your money working for you – instead of the other way around, for a change. Start with as little as $25 and set up automatic contributions to keep you invested and on track, sweat-free.

Core Portfolios

Tried, tested and true, these are our original Portfolios. They come with our history of helping Canadians reach their financial goals.

Key Features

  • Emphasis on Canadian companies you know, and still well diversified internationally.

  • Established track record of over 10 yearsfootnote caret, so you can invest confidently.

  • Suited to meet the growth needs of your life stages.

View Core Portfolios

Global ETF Portfolios

A simple low-cost way to have exposure to a selection of Exchange Traded Funds (E T F's) in a mutual fund.

Key Features

  • Greater global exposure - invest in over 45 countries around the world.

  • Our lowest fee Portfoliosfootnote1 - keeping your money working harder for you.

  • Made up of a selection of E T F's in a mutual fund to meet your growth needs.

View ETF Portfolios

Socially Responsible Global Portfolios

Socially Responsible investing, or S R I, is a strategy that considers not only the financial returns from an investment, but also its impact on environmental, ethical and social issues.

Key Features

  • Designed to align with your values. Feel good about your investments, knowing that we’ve removed controversial holdings.

  • Low management fee footnote 1 so we can keep your money working harder for you.

  • Made up of a selection of E T F's in a mutual fund to meet your growth needs.

View SRI Portfolios

Legal Stuff

footnote caret^Inception as of January 10, 2008 for the Tangerine Core Portfolios, except Equity Growth Portfolio, which has an inception as of November 21, 2011 and Dividend Portfolio, which has an inception as of November 2, 2016.

Footnote 1

A fund's expenses are made up of the management fee, operating expenses (including the fixed administration fee), and trading costs. The annual management fee is 0.80% of each Tangerine Core Portfolio, 0.50% of each Tangerine Global E T F 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.

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. 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 operational charges or income taxes payable by any security holder that would have reduced returns. 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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