Core Portfolios
A Portfolio that meets your needs
Find your Portfolio soulmate
Balanced Income Portfolio
Low to medium risk
If stability is your thing, this Portfolio could be the one for you.
Balanced Portfolio
Low to medium risk
A mix of stability and growth potential -- so as the name implies, pretty balanced.
Balanced Growth Portfolio
Medium risk
Plenty of potential, a little more risk than our Balanced Portfolio.

Dividend Portfolio
Medium risk
Investments with the potential for an annual paycheque.
Equity Growth Portfolio
Medium to high risk
A bigger potential payoff for those who can handle the risk.
The best time to invest is now
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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 income taxes payable by any security holder that would have reduced returns.
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.
footnote dagger †† 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 www.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.
Award-winning Portfolio for 2022 is:
Fund Name | CIFSC Category | Fund Count | FundGrade Start Date* | FundGrade Calc Date |
---|---|---|---|---|
Tangerine Balanced Growth Portfolio | Global Equity Balanced | 735 | 1/31/2013 | 12/31/2022 |
*The end date for the FundGrade calculation is December 31, 2022.
Performance for the Tangerine Balanced Growth Portfolio for the period ended December 31, 2022 is as follows: 10.22% (1 year), 3.82% (3 years), 4.76% (5 years), 7.60% (10 years), and 5.33% since inception (January 2008).
Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
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