Tangerine Global ETF Portfolios
Simple, low-cost global investing
We’re thrilled to introduce our new Global ETF Portfolios! With even lower costs than our Core Portfolios, they’re a simple way to have exposure to a selection of Exchange Traded Funds in a mutual fund.
Risk: Low to medium
A mix of stability and growth potential -- so as the name implies, pretty balanced.
Offers a balance between E T F's that invest in stocks and bonds that increases your potential for growth while still maintaining stability.
Allocations
Bonds 40%
Stocks 60%
The chart above is informational only, this is how we aim to manage your Portfolio. The percentages may change slightly over time.
Holdings
(as of April 30, 2021)
Scotia Canadian Bond Index Tracker ETF 39.56%
Scotia U S Equity Index Tracker ETF 35.12%
Scotia International Equity Index Tracker ETF 15.81%
iShares Core MSCI Emerging Markets IMI Index ETF 7.69%
Scotia Canadian Large Cap Equity Index Tracker ETF 1.72%
Cash 0.09%
Details
| Unit Price as of : |
| Fund Code: I N I 420 |
| Date series started:November 12, 2020 |
| Total value of the Fund: million (as of ) |
| Distributions: annually, December |
| Management Expense Ratio (M E R) footnote 1: 0.77% |
| Risk: Low to medium |
Fund Performance:
Annualized returnsFootnote^ for this new Portfolio will be unavailable until it reaches its 1 year anniversary.Fund Documents
Balanced ETF Documents
Financial Statements
Management Reports of Fund Performance
Risk: Medium
Plenty of potential, a little more risk than our Balanced ETF Portfolio.
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.
Allocations
Bonds 25%
Stocks 75%
The chart above is informational only, this is how we aim to manage your Portfolio. The percentages may change slightly over time.
Holdings
(as of April 30, 2021)
Scotia U S Equity Index Tracker ETF 43.75%
Scotia Canadian Bond Index Tracker ETF 24.64%
Scotia International Equity Index Tracker ETF 19.70%
iShares Core MSCI Emerging Markets IMI Index ETF 9.59%
Scotia Canadian Large Cap Equity Index Tracker ETF 2.15%
Cash 0.17%
Details
| Unit Price as of : |
| Fund Code: I N I 430 |
| Date series started:November 12, 2020 |
| Total value of the Fund: million (as of ) |
| Distributions: annually, December |
| Management Expense Ratio (M E R ) footnote 1: 0.77% |
| Risk: Medium |
Fund Performance:
Annualized returnsFootnote^ for this new Portfolio will be unavailable until it reaches its 1 year anniversary.Fund Documents
Balanced Growth ETF Documents
Financial Statements
Management Reports of Fund Performance
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
Stocks 100%
The chart above is informational only, this is how we aim to manage your Portfolio. The percentages may change slightly over time.
Holdings
(as of April 30, 2021)
Scotia U S Equity Index Tracker ETF 57.79%
Scotia International Equity Index Tracker ETF 26.01%
iShares Core MSCI Emerging Markets IMI Index ETF 12.65%
Scotia Canadian Large Cap Equity Index Tracker ETF 2.84%
Cash 0.72%
Details
| Unit Price as of : |
| Fund Code: I N I 440 |
| Date series started:November 12, 2020 |
| Total value of the Fund: million (as of ) |
| Distributions: annually, December |
| Management Expense Ratio (M E R ) footnote 1: 0.77% |
| Risk: Medium to high |
Fund Performance:
Annualized returnsFootnote^ for this new Portfolio will be unavailable until it reaches its 1 year anniversary.Fund Documents
Equity Growth ETF Documents
Financial Statements
Management Reports of Fund Performance
Know what you’re looking for?
The best time to invest is now
With Tangerine, you'll get an indexing strategy, low Portfolio costs1, 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.
Mutual funds are not insured by CDIC.
Footnote ^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. Annualized returns for this new Portfolio will be unavailable until it reaches its 1 year anniversary.
Footnote 1The M E R for the interim period ended December 31st, 2020 was 1.06% for the Tangerine Core portfolios and 0.77% for the Tangerine Global E T F Portfolios 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 June, 2020 the asset weighted M E R for A-series mutual funds for the year ending December 2019 was 2.06%. 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.
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.
