Tangerine Global ETF Portfolios

A simple low-cost¹ way to have exposure to a selection of Exchange Traded Funds (ETFs) in a mutual fund.

Key features

Global exposure

Invest in over 45 countries around the world.

Our lowest fee¹ Portfolios

Keeping your money working harder for you.

Meet your growth needs

Made up of a selection of ETFs in a mutual fund

We’ll help you choose the right Portfolio

Balanced Income ETF
Balanced ETF
Balanced Growth ETF
Equity Growth ETF

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:

A low–medium risk investor
Seeking stability
Looking for income and some potential for capital appreciation

Term	Annualized returns as of [[REPORT.DATE]] net of fees
1 year	[[BAL_INC_ETF.RATE.1_YEAR]]
3 years	[[BAL_INC_ETF.RATE.3_YEAR]]
5 years	[[BAL_INC_ETF.RATE.5_YEAR]]
10 years	[[BAL_INC_ETF.RATE.10_YEAR]]
Inception	4.04%

Explore historical performance.

Allocation & Holdings

Bonds
[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.BONDS.1_NAME]]	[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]]
Stocks
[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]]	[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]]
[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]]	[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]]
[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]]	[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]]
[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_NAME]]	[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_VALUE]]
[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_NAME]]	[[BAL_INC_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_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_ETF.NAV.DAY.DATE]]	[[BAL_INC_ETF.NAV.DAY.VALUE]]
Fund Code	INI410
Inception Date	January 14, 2022
Total value of the Fund (millions)	$88.00 (as of [[REPORT.DATE]])
Distributions	Annually, December
Management Expense Ratio (MER)¹	[[MER.ETF]]

Fund Facts

Portfolio Summaries

Direct Transfer Form for Registered Investments

Simplified Prospectus

Fee Schedule

Independent Review Committee Report to Unitholders Annual

Proxy Voting Guidelines

Interim

Annual

Interim

Annual

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:

A low–medium risk investor
Seeking a balance between capital appreciation and modest income potential

Term	Annualized returns as of [[REPORT.DATE]] net of fees
1 year	[[BAL_ETF.RATE.1_YEAR]]
3 years	[[BAL_ETF.RATE.3_YEAR]]
5 years	[[BAL_ETF.RATE.5_YEAR]]
10 years	[[BAL_ETF.RATE.10_YEAR]]
Inception	7.09%

Explore historical performance.

Allocation & Holdings

Bonds
[[BAL_ETF.HOLDINGS.BREAKDOWN.BONDS.1_NAME]]	[[BAL_ETF.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]]
Stocks
[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]]	[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]]
[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]]	[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]]
[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]]	[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]]
[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_NAME]]	[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_VALUE]]
[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_NAME]]	[[BAL_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_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_ETF.NAV.DAY.DATE]]	[[BAL_ETF.NAV.DAY.VALUE]]
Fund Code	INI420
Inception Date	November 12, 2020
Total value of the Fund (millions)	$208.76 (as of [[REPORT.DATE]])
Distributions	Annually, December
Management Expense Ratio (MER)¹	[[MER.ETF]]

Fund Facts

Portfolio Summaries

Direct Transfer Form for Registered Investments

Simplified Prospectus

Fee Schedule

Independent Review Committee Report to Unitholders Annual

Proxy Voting Guidelines

Interim

Annual

Interim

Annual

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:

A medium risk investor
Seeking a primarily capital growth potential and some income

Term	Annualized returns as of [[REPORT.DATE]] net of fees
1 year	[[BAL_GROWTH_ETF.RATE.1_YEAR]]
3 years	[[BAL_GROWTH_ETF.RATE.3_YEAR]]
5 years	[[BAL_GROWTH_ETF.RATE.5_YEAR]]
10 years	[[BAL_GROWTH_ETF.RATE.10_YEAR]]
Inception	9.09%

Explore historical performance.

Allocation & Holdings

Bonds
[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.BONDS.1_NAME]]	[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]]
Stocks
[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]]	[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]]
[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]]	[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]]
[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]]	[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]]
[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_NAME]]	[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_VALUE]]
[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_NAME]]	[[BAL_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_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_ETF.NAV.DAY.DATE]]	[[BAL_GROWTH_ETF.NAV.DAY.VALUE]]
Fund Code	INI430
Inception Date	November 12, 2020
Total value of the Fund (millions)	$928.96 (as of [[REPORT.DATE]])
Distributions	Annually, December
Management Expense Ratio (MER)¹	[[MER.ETF]]

Fund Facts

Portfolio Summaries

Direct Transfer Form for Registered Investments

Simplified Prospectus

Fee Schedule

Independent Review Committee Report to Unitholders Annual

Proxy Voting Guidelines

Interim

Annual

Interim

Annual

Overview

With no bonds to balance it out during downturns, this Fund can be the riskiest portfolio we offer. However, with that risk comes a potential reward.

This Portfolio may be right for you if you’re:

A medium–high risk investor
Seeking primarily capital growth potential

Term	Annualized returns as of [[REPORT.DATE]] net of fees
1 year	[[EQ_GROWTH_ETF.RATE.1_YEAR]]
3 years	[[EQ_GROWTH_ETF.RATE.3_YEAR]]
5 years	[[EQ_GROWTH_ETF.RATE.5_YEAR]]
10 years	[[EQ_GROWTH_ETF.RATE.10_YEAR]]
Inception	12.49%

Explore historical performance.

Allocation & Holdings

Stocks
[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]]	[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]]
[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]]	[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]]
[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]]	[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]]
[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_NAME]]	[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.4_VALUE]]
[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_NAME]]	[[EQ_GROWTH_ETF.HOLDINGS.BREAKDOWN.STOCKS.5_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_ETF.NAV.DAY.DATE]]	[[EQ_GROWTH_ETF.NAV.DAY.VALUE]]
Fund Code	INI440
Inception Date	November 12, 2020
Total value of the Fund (millions)	$682.40 (as of [[REPORT.DATE]])
Distributions	Annually, December
Management Expense Ratio (MER)¹	[[MER.ETF]]

Fund Facts

Portfolio Summaries

Direct Transfer Form for Registered Investments

Simplified Prospectus

Fee Schedule

Independent Review Committee Report to Unitholders Annual

Proxy Voting Guidelines

Interim

Annual

Interim

Annual

Want to speak to a Tangerine 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.

Call 1-877-464-5678

Take a look at our other Portfolios

Core Portfolios

Tried, tested and true, these are our original Portfolios. They come with our history of helping Canadians reach their financial goals.

Socially Responsible Global Portfolios

Socially Responsible investing, or SRI, is a strategy that considers not only the financial returns from an investment, but also its impact on environmental, ethical and social issues.

Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed or insured by the Canada Deposit Insurance Corporation or any other government deposit insurer, their values change frequently and past performance may not be repeated. 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.

¹The MER for the period ended June 30, 2024 was 0.76% for the Tangerine Global ETF Portfolios after applicable waivers and absorptions by the manager.

Diversification does not guarantee a profit or eliminate the risk of loss.

The information provided is not intended to be investment advice. Investors should consult their own professional advisor for specific investment and/or tax advice tailored to their needs when planning to implement an investment strategy to ensure that individual circumstances are considered properly and action is taken based on the latest available information.

Distributions may consist of net income, dividends, net realized capital gains, and/or return of capital. Distributions are not guaranteed, and investors should not confuse a fund’s distribution yield with its performance or rate of return.

Tangerine is a registered trademark of The Bank of Nova Scotia, used under licence. Tangerine Investment Funds are managed by 1832 Asset Management L.P. Tangerine Investment Funds Limited is the principal distributor of Tangerine Investment Funds. Tangerine Investment Funds Limited and 1832 Asset Management L.P. are wholly owned subsidiaries of The Bank of Nova Scotia.

Regulated by Canadian Investment Regulatory Organization

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Tangerine Global ETF Portfolios

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Key features

Global exposure

Our lowest fee¹ Portfolios

Meet your growth needs

We’ll help you choose the right Portfolio

Overview

This Portfolio may be right for you if you’re:

Allocation & Holdings

70%

30%

Low to medium

Here’s the nitty-gritty stuff

Documents

Financial Statements

Management Reports of Fund Performance

Overview

This Portfolio may be right for you if you’re:

Allocation & Holdings

40%

60%

Low to medium

Here’s the nitty-gritty stuff

Documents

Financial Statements

Management Reports of Fund Performance

Overview

This Portfolio may be right for you if you’re:

Allocation & Holdings

25%

75%

Medium

Here’s the nitty-gritty stuff

Documents

Financial Statements

Management Reports of Fund Performance

Overview

This Portfolio may be right for you if you’re:

Allocation & Holdings

0%

100%

Medium to high

Here’s the nitty-gritty stuff

Documents

Financial Statements

Management Reports of Fund Performance

Want to speak to a Tangerine Advisor?

Take a look at our other Portfolios

Core Portfolios

Socially Responsible Global Portfolios

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