Core Portfolios

A Portfolio that meets your needs

Find your Portfolio soulmate.

Award-winning Fundfootnote 1

Tangerine Investments has been awarded a FundGrade A+® Award for the performance of the Balanced Income Portfolio in 2019.

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 value of the Fund:  million (as of )
Distributions: annually, December
Management Expense Ratio (M E R )2:
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 value of the Fund:  million (as of )
Distributions: annually, December
Management Expense Ratio (M E R )2:
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 value of the Fund:  million (as of )
Distributions: annually, December
Management Expense Ratio (M E R )2:
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 value of the Fund:  million (as of )
Distributions: annually, December
Management Expense Ratio (M E R )2:
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 value of the Fund:  million (as of )
Distributions: annually, December
Management Expense Ratio (M E R )2:
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 3, 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 1About the Fundata FundGrade A+® Awards
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. FundGrade ratings are subject to change every month.
Award-winning fund for 2019 is:
Award-winning fund for 2019
Fund Name C I F S C Category Fund count FundGrade Start Datefootnote*
Tangerine Balanced Income Portfolio Canadian Fixed Income Balanced 355 1/31/2010
Footnote *The end date for the FundGrade calculation is December 31, 2019.
Performance for the winning fund for the period ended December 31, 2019 is as follows: Tangerine Balanced Income Portfolio: 9.97% (1 year), 4.47% (3 years), 4.17% (5 years), 5.08% (10 years), and 4.48% (since inception on January 2008).
Footnote 2 The MER for the interim period ended June 30, 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.
Footnote 3 The M E R for each Tangerine Portfolio for the year ended December 31, 2019 was 1.07% 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 July 19, 2019, the asset weighted M E R for A-series mutual funds for the year ending December 2018 was 2.08%.
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.
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 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
Tangerine

Proud winner of a Fundgrade A+ Award

Tangerine Balanced Income Portfolio was awarded a FundGrade A+®1footnote Award for having shown consistent, outstanding, risk-adjusted performance for the period from January 1st, 2019 to December 31st, 2019. This achievement has been awarded to less than 4% of the investment fund products available in Canada.


footnote 1 About the Fundata FundGrade A+® Awards

FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund's average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata. FundGrade ratings are subject to change every month.

Award-winning fund for 2019 is:
Award-winning fund for 2019
Fund Name C I F S C Category Fund count FundGrade Start Datefootnote*
Tangerine Balanced Income Portfolio Canadian Fixed Income Balanced 355 1/31/2010

Footnote *The end date for the FundGrade calculation is December 31, 2019.

Performance for the winning fund for the period ended December 31, 2019 is as follows:
Tangerine Balanced Income Portfolio: 9.97% (1 year), 4.47% (3 years), 4.17% (5 years), 5.08% (10 years), and 4.48% (since inception on January 2008).

Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. The indicated rates of return are 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 unitholder that would have reduced returns. Please read the prospectus before investing. Mutual funds are not guaranteed or insured by the Canada Deposit Insurance Corporation or any other government deposit insurer, their values change frequently and past performance may not be repeated.

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.

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