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Tried, tested and true, these are our original Portfolios. They come with our history of helping Canadians reach their financial goals.
Emphasis on Canadian companies you know, and still well diversified internationally.
Established track record of over 10 years so you can invest confidently.
Suited to meet the growth needs of your life stages.
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.
| 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 | 13.38% |
| 10 years | [[EQ_GROWTH.RATE.10_YEAR]] |
| Inception | 11.72% |
Explore historical performance.
| 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.
Bonds
Stocks
Risk
For the period ending December 31, 2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Income | 0.11 | 0.09 | 0.10 | 0.12 | 0.08 | 0.07 | 0.11 | 0.10 | 0.07 | 0.01 |
| Dividend | 0.33 | 0.31 | 0.29 | 0.26 | 0.23 | 0.22 | 0.21 | 0.18 | 0.14 | 0.22 |
| Capital Gain | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Total | 0.44 | 0.40 | 0.39 | 0.38 | 0.31 | 0.29 | 0.32 | 0.28 | 0.21 | 0.23 |
| 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) | $1,969.97 (as of [[REPORT.DATE]]) |
| Distributions | Annually, December |
| Management Expense Ratio (MER) | 1.06% |
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.
| 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 | 9.04% |
| Inception | [[BAL_GROWTH.RATE.INCEPTION]] |
Explore historical performance.
| 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.
Bonds
Stocks
Risk
For the period ending December 31, 2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Income | 0.21 | 0.17 | 0.15 | 0.18 | 0.11 | 0.12 | 0.14 | 0.13 | 0.11 | 0.10 |
| Dividend | 0.17 | 0.17 | 0.16 | 0.15 | 0.14 | 0.13 | 0.13 | 0.12 | 0.10 | 0.10 |
| Capital Gain | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 |
| Total | 0.38 | 0.34 | 0.31 | 0.33 | 0.25 | 0.25 | 0.27 | 0.29 | 0.21 | 0.20 |
| 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) | $1,830.76 (as of [[REPORT.DATE]]) |
| Distributions | Annually, December |
| Management Expense Ratio (MER) | 1.06% |
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.
| Term | Annualized returns as of [[REPORT.DATE]] net of fees |
|---|---|
| 1 year | [[DIV.RATE.1_YEAR]] |
| 3 years | 21.45% |
| 5 years | 14.93% |
| 10 years | [[DIV.RATE.10_YEAR]] |
| Inception | 10.96% |
Explore historical performance.
| 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.
Bonds
Stocks
Risk
For the period ending December 31, 2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Income | 0.13 | 0.09 | 0.10 | 0.14 | 0.08 | 0.09 | 0.08 | 0.09 | 0.04 | 0.00 |
| Dividend | 0.34 | 0.34 | 0.30 | 0.27 | 0.25 | 0.27 | 0.26 | 0.21 | 0.13 | 0.00 |
| Capital Gain | 0.18 | 0.94 | 0.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.13 | 0.02 | 0.02 |
| Total | 0.65 | 1.37 | 0.64 | 0.41 | 0.33 | 0.36 | 0.34 | 0.43 | 0.19 | 0.02 |
| 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) | $825.49 (as of [[REPORT.DATE]]) |
| Distributions | Annually, December |
| Management Expense Ratio (MER) | 1.06% |
Offers a balance between investments in stocks and bonds that increases your potential for growth while still maintaining stability.
| Term | Annualized returns as of [[REPORT.DATE]] net of fees |
|---|---|
| 1 year | [[BAL.RATE.1_YEAR]] |
| 3 years | 14.54% |
| 5 years | 7.70% |
| 10 years | 7.27% |
| Inception | 6.22% |
Explore historical performance.
| 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.
Bonds
Stocks
Risk
For the period ending December 31, 2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Income | 0.25 | 0.21 | 0.18 | 0.17 | 0.14 | 0.14 | 0.16 | 0.16 | 0.14 | 0.12 |
| Dividend | 0.12 | 0.12 | 0.12 | 0.11 | 0.11 | 0.11 | 0.10 | 0.09 | 0.08 | 0.08 |
| Capital Gain | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 0.00 |
| Total | 0.37 | 0.33 | 0.30 | 0.28 | 0.25 | 0.25 | 0.26 | 0.31 | 0.22 | 0.20 |
| 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) | $1,451.48 (as of [[REPORT.DATE]]) |
| Distributions | Annually, December |
| Management Expense Ratio (MER) | 1.06% |
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.
| Term | Annualized returns as of [[REPORT.DATE]] net of fees |
|---|---|
| 1 year | [[BAL_INC.RATE.1_YEAR]] |
| 3 years | 9.04% |
| 5 years | 3.50% |
| 10 years | 3.74% |
| Inception | 4.27% |
Explore historical performance.
| 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.
Bonds
Stocks
Risk
For the period ending December 31, 2025
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Income | 0.28 | 0.25 | 0.22 | 0.20 | 0.16 | 0.17 | 0.19 | 0.21 | 0.19 | 0.18 |
| Dividend | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.04 | 0.05 | 0.04 | 0.04 | 0.04 |
| Capital Gain | 0.00 | 0.00 | 0.00 | 0.17 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.02 |
| Total | 0.33 | 0.30 | 0.27 | 0.42 | 0.21 | 0.21 | 0.24 | 0.30 | 0.23 | 0.24 |
| 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) | $320.49 (as of [[REPORT.DATE]]) |
| Distributions | Annually, December |
| Management Expense Ratio (MER) | 1.06% |
Building a business takes more than funding. You need access to practical resources, meaningful connections and growth opportunities designed to help you move your business forward.
The Tangerine Business Community is designed to help you learn, connect and grow alongside other business owners.
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.
Our latest feature summarizes your wealth right in the app. And this is just the first step — stay tuned for more to come.
Clients can explore Tangerine’s new wealth feature in the Tangerine mobile app, available today on iOS and Android.
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