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Tangerine 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
Globally diversified
Emphasis on Canadian companies you know, and still well diversified internationally.
Established presence
Established track record of over 10 years so you can invest confidently.
Your life, your goals
Suited to meet the growth needs of your life stages.
We’ll help you choose the right Portfolio
- Balanced Income
- Balanced
- Balanced Growth
- Dividend
- Equity Growth
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:
| Term | Annualized returns as of [[REPORT.DATE]] net of fees |
|---|---|
| 1 year | [[BAL_INC.RATE.1_YEAR]] |
| 3 years | [[BAL_INC.RATE.3_YEAR]] |
| 5 years | [[BAL_INC.RATE.5_YEAR]] |
| 10 years | [[BAL_INC.RATE.10_YEAR]] |
| Inception | [[BAL_INC.RATE.INCEPTION]] |
Explore historical performance.
Allocation & Holdings
| Bonds | |
|---|---|
| [[BAL_INC.HOLDINGS.BREAKDOWN.BONDS.1_NAME]] | [[BAL_INC.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]] |
| Stocks | |
| [[BAL_INC.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]] | [[BAL_INC.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]] |
| [[BAL_INC.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]] | [[BAL_INC.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]] |
| [[BAL_INC.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]] | [[BAL_INC.HOLDINGS.BREAKDOWN.STOCKS.3_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
- Details
- Fund Documents
| Unit Price as of [[BAL_INC.NAV.DAY.DATE]] | [[BAL_INC.NAV.DAY.VALUE]] |
| Fund Code | INI210 |
| Inception Date | January 10, 2008 |
| Total value of the Fund (millions) | $329.27 (as of [[REPORT.DATE]]) |
| Distributions | Annually, December |
| Management Expense Ratio (MER)1 | [[MER.CORE]] |
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:
| Term | Annualized returns as of [[REPORT.DATE]] net of fees |
|---|---|
| 1 year | [[BAL.RATE.1_YEAR]] |
| 3 years | [[BAL.RATE.3_YEAR]] |
| 5 years | [[BAL.RATE.5_YEAR]] |
| 10 years | [[BAL.RATE.10_YEAR]] |
| Inception | [[BAL.RATE.INCEPTION]] |
Explore historical performance.
Allocation & Holdings
| Bonds | |
|---|---|
| [[BAL.HOLDINGS.BREAKDOWN.BONDS.1_NAME]] | [[BAL.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]] |
| Stocks | |
| [[BAL.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]] | [[BAL.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]] |
| [[BAL.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]] | [[BAL.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]] |
| [[BAL.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]] | [[BAL.HOLDINGS.BREAKDOWN.STOCKS.3_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
- Details
- Fund Documents
| Unit Price as of [[BAL.NAV.DAY.DATE]] | [[BAL.NAV.DAY.VALUE]] |
| Fund Code | INI220 |
| Inception Date | January 10, 2008 |
| Total value of the Fund (millions) | $1,352.37 (as of [[REPORT.DATE]]) |
| Distributions | Annually, December |
| Management Expense Ratio (MER)1 | [[MER.CORE]] |
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:
| Term | Annualized returns as of [[REPORT.DATE]] net of fees |
|---|---|
| 1 year | [[BAL_GROWTH.RATE.1_YEAR]] |
| 3 years | [[BAL_GROWTH.RATE.3_YEAR]] |
| 5 years | [[BAL_GROWTH.RATE.5_YEAR]] |
| 10 years | [[BAL_GROWTH.RATE.10_YEAR]] |
| Inception | [[BAL_GROWTH.RATE.INCEPTION]] |
Explore historical performance.
Allocation & Holdings
| Bonds | |
|---|---|
| [[BAL_GROWTH.HOLDINGS.BREAKDOWN.BONDS.1_NAME]] | [[BAL_GROWTH.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]] |
| Stocks | |
| [[BAL_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]] | [[BAL_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]] |
| [[BAL_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]] | [[BAL_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]] |
| [[BAL_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]] | [[BAL_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.3_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
- Details
- Fund Documents
| Unit Price as of [[BAL_GROWTH.NAV.DAY.DATE]] | [[BAL_GROWTH.NAV.DAY.VALUE]] |
| Fund Code | INI230 |
| Inception Date | January 10, 2008 |
| Total value of the Fund (millions) | $1,529.05 (as of [[REPORT.DATE]]) |
| Distributions | Annually, December |
| Management Expense Ratio (MER)1 | [[MER.CORE]] |
Overview
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 growth potential.
This Portfolio may be right for you if you’re:
| Term | Annualized returns as of [[REPORT.DATE]] net of fees |
|---|---|
| 1 year | [[DIV.RATE.1_YEAR]] |
| 3 years | [[DIV.RATE.3_YEAR]] |
| 5 years | [[DIV.RATE.5_YEAR]] |
| 10 years | [[DIV.RATE.10_YEAR]] |
| Inception | [[DIV.RATE.INCEPTION]] |
Explore historical performance.
Allocation & Holdings
| Stocks | |
|---|---|
| [[DIV.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]] | [[DIV.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]] |
| [[DIV.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]] | [[DIV.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]] |
| [[DIV.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]] | [[DIV.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]] |
Informational only: This is how we aim to manage your Portfolio. The percentages may change slightly over time.
0%
Bonds
100%
Stocks
Medium
Risk
Here’s the nitty-gritty stuff
- Details
- Fund Documents
| Unit Price as of [[DIV.NAV.DAY.DATE]] | [[DIV.NAV.DAY.VALUE]] |
| Fund Code | INI235 |
| Inception Date | November 2, 2016 |
| Total value of the Fund (millions) | $449.34 (as of [[REPORT.DATE]]) |
| Distributions | Annually, December |
| Management Expense Ratio (MER)1 | [[MER.CORE]] |
Overview
With no bonds to balance it out during market downturn, this Fund can be the riskiest portfolio we offer. However, with that risk comes a potential for reward.
This Portfolio may be right for you if you’re:
| Term | Annualized returns as of [[REPORT.DATE]] net of fees |
|---|---|
| 1 year | [[EQ_GROWTH.RATE.1_YEAR]] |
| 3 years | [[EQ_GROWTH.RATE.3_YEAR]] |
| 5 years | [[EQ_GROWTH.RATE.5_YEAR]] |
| 10 years | [[EQ_GROWTH.RATE.10_YEAR]] |
| Inception | [[EQ_GROWTH.RATE.INCEPTION]] |
Explore historical performance.
Allocation & Holdings
| Stocks | |
|---|---|
| [[EQ_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]] | [[EQ_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]] |
| [[EQ_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]] | [[EQ_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]] |
| [[EQ_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]] | [[EQ_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.3_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
- Details
- Fund Documents
| Unit Price as of [[EQ_GROWTH.NAV.DAY.DATE]] | [[EQ_GROWTH.NAV.DAY.VALUE]] |
| Fund Code | INI240 |
| Inception Date | November 21, 2011 |
| Total value of the Fund (millions) | $1,495.99 (as of [[REPORT.DATE]]) |
| Distributions | Annually, December |
| Management Expense Ratio (MER)1 | [[MER.CORE]] |
Want to speak to an Investment Funds 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.
Take a look at our other Portfolios
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