Core Portfolios

A Portfolio that meets your needs

Find your Portfolio soulmate.
Risk: Low to medium

If stability is your thing, this Portfolio could be the one for you.

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.

Allocations

Canadian Bonds 70%
Canadian Stocks 10%
U S Stocks 10%
International Stocks 10%


The chart above is informational only, this is how we aim to manage your Portfolio. The percentages may change slightly over time.

Details

Unit Price as of :
Fund Code: I N I 210
Date series started:January 10, 2008
Total Fund Value:  million (as of )
Distributions: annually, December
Management Expense Ratio (M E R )2: 1.06%
Risk: Low to medium

Fund Performance

Annualized Returns as of
Risk: Low to medium

A mix of stability and growth potential -- so as the name implies, pretty balanced.

Offers a balance between investments in stocks and bonds that increases your potential for growth while still maintaining stability.

Allocations

Canadian Bonds 40%
Canadian Stocks 20%
U S Stocks 20%
International Stocks 20%


The chart above is informational only, this is how we aim to manage your Portfolio. The percentages may change slightly over time.

Details

Unit Price as of :
Fund Code: I N I 220
Date series started:January 10, 2008
Total Fund Value:  million (as of )
Distributions: annually, December
Management Expense Ratio (M E R )2: 1.06%
Risk: Low to medium

Fund Performance

Annualized Returns as of
Risk: Medium

Plenty of potential, a little more risk than our Balanced Portfolio.

75% of this portfolio’s investments are in stocks, which provides some great potential for long-term growth. The remaining 25% in bonds serves to balance out some of the associated risk with a little stability.

Allocations

Canadian Bonds 25%
Canadian Stocks 25%
U S Stocks 25%
International Stocks 25%


The chart above is informational only, this is how we aim to manage your Portfolio. The percentages may change slightly over time.

Details

Unit Price as of :
Fund Code: I N I 230
Date series started:January 10, 2008
Total Fund Value:  million (as of )
Distributions: annually, December
Management Expense Ratio (M E R )2: 1.05%
Risk: Medium

Fund Performance

Annualized Returns as of
Risk: Medium

Investments with the potential for an annual pay cheque.

Looking for a dividend paying Tangerine portfolio? This is the one for you. By investing in the stocks of companies from around the world that are expected to pay dividends, this Portfolio seeks to provide you with annual dividend income along with potential growth.

Allocations

Canadian Dividend Equity 50%
U S Dividend Equity 25%
International Dividend Equity 25%


The chart above is informational only, this is how we aim to manage your Portfolio. The percentages may change slightly over time.

Details

Unit Price as of :
Fund Code: I N I 235
Date series started:November 2, 2016
Total Fund Value:  million (as of )
Distributions: annually, December
Management Expense Ratio (M E R )2: 1.06%
Risk: Medium

Fund Performance

Annualized Returns as of
Risk: Medium to high

A bigger potential pay-off for those who can handle the risk.

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.

Allocations

Canadian Stocks 33.4%
U S Stocks 33.3%
International Stocks 33.3%


The chart above is informational only, this is how we aim to manage your Portfolio. The percentages may change slightly over time.

Details

Unit Price as of :
Fund Code: I N I 240
Date series started:November 21, 2011
Total Fund Value:  million (as of )
Distributions: annually, December
Management Expense Ratio (M E R )2: 1.06%
Risk: Medium to high

Fund Performance

Annualized Returns as of

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Accounts
TFSA? RSP? Behold, the meaning behind the acronyms.
Our Approach
Investing can be complicated, but with us, it doesn't have to be.

The best time to invest is now

With Tangerine, you'll get an indexing strategy, low Portfolio costs footnote 2, global diversification and the ability to invest automatically.
Complete your enrollment online. Our Investment Funds Advisors are here for you if you need them. Speak with an advisor at 1-877-464-5678 . Monday to Friday, 8 am – 8 pm ET.
Footnote *Inception as of January 10, 2008 for the Tangerine 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 2A fund's expenses are made up of the management fee, operating expenses and trading costs. The annual management fee of each Tangerine Global ETF Portfolio is 0.50% of the Tangerine Global ETF Portfolio’s value. Because the Tangerine Global ETF Portfolios are new, their operating expenses and trading costs are not yet available.
The MER for the interim period ended June 30th, 2020 was 1.05% for the Tangerine Balanced Growth portfolio and 1.06% for the remaining Tangerine Core portfolios after applicable waivers and absorptions by the manager. Each Tangerine Investment Fund offers one series of units, and is considered equivalent to an A-series mutual fund. “A-series mutual funds” often refers to the standard “one-size-fits-all” funds that have traditionally populated the Canadian mutual funds universe. According to the Investor Economics Insight report dated June, 2020 the asset weighted MER for A-series mutual funds for the year ending December 2019 was 2.06%. The MER for each Tangerine Portfolio includes the fund’s management fee and operating expenses but does not include its trading costs. Please refer to the Tangerine Portfolio’s Fund Facts or MRFP for the fund’s most recent trading expense ratio.
Mutual funds are not insured by CDIC.
Footnote Inception as of January 10, 2008 for the Tangerine 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. 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 incomes taxes payable by any security holder that would have reduced returns.
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 securityholder 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.
MFDA: Regulated by Mutual fund dealers association of canada