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.

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.
Fund Grade
Proud winner of a Fundgrade A+ Award. Footnote †† Tangerine Investments has scored with a Fundata FundGrade A+® Award for the Balanced Income Portfolio’s performance in 2021. Learn More
Historical Performance

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Start with as little as $25
Global diversification
Low Portfolio costs Footnote 2
Automatic contributions

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Interested in our other funds?

Global ETF Portfolios
Simple, low-cost global investing.
Learn More
Socially Responsible Global Portfolios
The newest addition to our Investment Fund family.
Learn More

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.

Footnote 1
The M E R for the interim period ended June 30, 2021 was for the Tangerine Core Portfolios and for the Tangerine Global E T F Portfolios after applicable waivers and absorptions by the manager. The MER for Tangerine Socially Responsible Global Portfolios won’t be available until September 2022. 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, 2021 the asset-weighted M E R for A-series mutual funds for the year ending December 2020 was 2.02%. The M E R 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 M R F P for the Fund’s most recent trading expense ratio.
Footnote 2

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. Because the Tangerine Socially Responsible Global Portfolios are new, their operating expenses and trading costs are not yet available. 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.

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 2021 is:

Fund Name CIFSC Category Fund Count FundGrade Start Date* FundGrade Calc Date
Tangerine Balanced Income Portfolio Canadian Fixed Income Balanced 289 1/31/2012 12/31/2021

*The end date for the FundGrade calculation is December 31, 2021.

Performance for the Tangerine Balanced Income Portfolio for the period ended December 31, 2021 is as follows: 3.49% (1 year), 7.28% (3 years), 5.06% (5 years), 5.27% (10 years), and 4.69% 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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