Tangerine 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. It’s a different way to feel good about your investments.

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Key features

Designed to align with your values

Feel good about your investments, knowing that we’ve removed controversial holdings.

Low management fee

Low management fee¹ so we can keep your money working harder for you.

Meet your growth needs

Made up of a selection of ETFs in a mutual fund to meet your growth needs.

We’ll help you choose the right Portfolio

Balanced Income SRI
Balanced SRI
Balanced Growth SRI
Equity Growth SRI

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

Invest Now

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

Explore historical performance.

Allocation & Holdings

Bonds
[[BAL_INC_SRI.HOLDINGS.BREAKDOWN.BONDS.1_NAME]]	[[BAL_INC_SRI.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]]
Stocks
[[BAL_INC_SRI.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]]	[[BAL_INC_SRI.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]]
[[BAL_INC_SRI.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]]	[[BAL_INC_SRI.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]]
[[BAL_INC_SRI.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]]	[[BAL_INC_SRI.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]]
[[BAL_INC_SRI.HOLDINGS.BREAKDOWN.STOCKS.4_NAME]]	[[BAL_INC_SRI.HOLDINGS.BREAKDOWN.STOCKS.4_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_SRI.NAV.DAY.DATE]]	[[BAL_INC_SRI.NAV.DAY.VALUE]]
Fund Code	INI310
Inception Date	January 14, 2022
Total value of the Fund (millions)	$23.43 (as of [[REPORT.DATE]])
Distributions	Annually, December
Management Expense Ratio (MER)¹	[[MER.SRI]]

Fund Facts

Portfolio Summaries

Simplified Prospectus

Direct Transfer Form for Registered Investments

Fee Schedule

Independent Review Committee Report to Unitholders Annual

Proxy Voting Guidelines

Interim

Annual

Interim

Annual

Overview

Offers a balance between Exchange Traded Funds (ETFs) that invest in stocks and bonds, increasing your potential for growth while still maintaining stability – and removing investments that don’t align with social and environmental concerns.

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

Invest Now

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

Explore historical performance.

Award-winning fund

Tangerine Investments has scored a FundGrade A+^® Award presented by Fundata Canada Inc. for the Balanced SRI Portfolio’s performance in 2024.^{^}

Why it’s a big deal

This yearly award recognizes the ‘best of the best’ among Canadian investment funds that have maintained a high FundGrade rating throughout a calendar year. And only the best performing and consistent Funds can qualify. ^{^} Now that’s investing done differently.

Allocation & Holdings

Bonds
[[BAL_SRI.HOLDINGS.BREAKDOWN.BONDS.1_NAME]]	[[BAL_SRI.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]]
Stocks
[[BAL_SRI.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]]	[[BAL_SRI.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]]
[[BAL_SRI.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]]	[[BAL_SRI.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]]
[[BAL_SRI.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]]	[[BAL_SRI.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]]
[[BAL_SRI.HOLDINGS.BREAKDOWN.STOCKS.4_NAME]]	[[BAL_SRI.HOLDINGS.BREAKDOWN.STOCKS.4_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_SRI.NAV.DAY.DATE]]	[[BAL_SRI.NAV.DAY.VALUE]]
Fund Code	INI320
Inception Date	January 14, 2022
Total value of the Fund (millions)	$33.06 (as of [[REPORT.DATE]])
Distributions	Annually, December
Management Expense Ratio (MER)¹	[[MER.SRI]]

Fund Facts

Portfolio Summaries

Simplified Prospectus

Direct Transfer Form for Registered Investments

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

Invest Now

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

Explore historical performance.

Award-winning fund

Tangerine Investments has scored a FundGrade A+^® Award presented by Fundata Canada Inc. for the Balanced Growth SRI Portfolio’s performance in 2024.^{^}

Why it’s a big deal

Allocation & Holdings

Bonds
[[BAL_GROWTH_SRI.HOLDINGS.BREAKDOWN.BONDS.1_NAME]]	[[BAL_GROWTH_SRI.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]]
Stocks
[[BAL_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]]	[[BAL_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]]
[[BAL_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]]	[[BAL_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]]
[[BAL_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]]	[[BAL_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]]
[[BAL_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.4_NAME]]	[[BAL_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.4_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_SRI.NAV.DAY.DATE]]	[[BAL_GROWTH_SRI.NAV.DAY.VALUE]]
Fund Code	INI330
Inception Date	January 14, 2022
Total value of the Fund (millions)	$120.91 (as of [[REPORT.DATE]])
Distributions	Annually, December
Management Expense Ratio (MER)¹	[[MER.SRI]]

Fund Facts

Portfolio Summaries

Simplified Prospectus

Direct Transfer Form for Registered Investments

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

Invest Now

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

Explore historical performance.

Award-winning fund

Tangerine Investments has scored a FundGrade A+^® Award presented by Fundata Canada Inc. for the Equity Growth SRI Portfolio’s performance in 2024. ^{^}

Why it’s a big deal

Allocation & Holdings

Stocks
[[EQ_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]]	[[EQ_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]]
[[EQ_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]]	[[EQ_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]]
[[EQ_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]]	[[EQ_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]]
[[EQ_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.4_NAME]]	[[EQ_GROWTH_SRI.HOLDINGS.BREAKDOWN.STOCKS.4_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_SRI.NAV.DAY.DATE]]	[[EQ_GROWTH_SRI.NAV.DAY.VALUE]]
Fund Code	INI340
Inception Date	January 14, 2022
Total value of the Fund (millions)	$89.44 (as of [[REPORT.DATE]])
Distributions	Annually, December
Management Expense Ratio (MER)¹	[[MER.SRI]]

Fund Facts

Portfolio Summaries

Simplified Prospectus

Direct Transfer Form for Registered Investments

Fee Schedule

Independent Review Committee Report to Unitholders Annual

Proxy Voting Guidelines

Interim

Annual

Interim

Annual

Socially Responsible Investing Criteria

With input from our Clients, we designed these Portfolios to align with investors’ values. The result is a different way to invest that avoids companies based on the criteria below.

Controversial business activities: Companies that are perceived to be generating a material level of revenue from controversial business activities, such as fossil fuels, tobacco and more.

Carbon intensity: Companies ranking in the top 25% of their sector for the most carbon intense (CO₂/Revenue) manufacturing practices are removed from the Portfolio.

Established norms: Companies with alleged or verified non-compliance with established international norms (e.g. anti-corruption plus human, labour & environmental rights).

Gender representation: Companies with no female representation in key decision-making positions are also eliminated.

Controversial weapons: Companies with verified ongoing involvement in controversial weapons.

These exclusions mean that your investment in certain industries, such as energy for example, won't be as extensive as with our Global ETF Portfolios. You’ll pay a little bit more for a Portfolio that is managed to avoid companies involved in these categories. Because of these differences, the Socially Responsible Global Portfolios may perform differently than the Global ETF Portfolios. For full details, please see the Prospectus.

Want to speak to an Investment Funds 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.

Global ETF Portfolios

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

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 0.82% for the Tangerine Socially Responsible Global Portfolios, after applicable waivers and absorptions by the manager.

^*The 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.

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.

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

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.

^{^}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. For standard performance data of the funds listed above, click here.

Tangerine Investments award-winning mutual funds for 2024 are:

Fund Name	CIFSC Category	Number of Funds in the Category	FundGrade Start Date	FundGrade Calculation Date
Tangerine Balanced Growth SRI Portfolio	Global Equity Balanced	187	2022-12-31	2024-12-31
Tangerine Balanced SRI Portfolio	Global Neutral Balanced	224	2022-12-31	2024-12-31
Tangerine Equity Growth SRI Portfolio	Global Equity	306	2022-12-31	2024-12-31

The FundGrade calculation date for the awards is December 31, 2024.

Performance for Tangerine Balanced Growth SRI Portfolio for the period ended December 31, 2024 is as follows: 23.54% (1 year), N/A (3 years), N/A (5 years), N/A (10 years), and 9.82% since inception (January 2022)

Performance for Tangerine Balanced SRI Portfolio for the period ended December 31, 2024 is as follows: 19.03% (1 year), N/A (3 years), N/A (5 years), N/A (10 years), and 7.71% since inception (January 2022)

Performance for Tangerine Equity Growth SRI Portfolio for the period ended December 31, 2024 is as follows: 30.43% (1 year), N/A (3 years), N/A (5 years), N/A (10 years), and 13.19% since inception (January 2022)

Regulated by Canadian Investment Regulatory Organization

Tangerine Socially Responsible Global Portfolios

Are you already a client?

Key features

Designed to align with your values

Low management fee

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:

Award-winning fund

Why it’s a big deal

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:

Award-winning fund

Why it’s a big deal

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:

Award-winning fund

Why it’s a big deal

Allocation & Holdings

0%

100%

Medium to high

Here’s the nitty-gritty stuff

Documents

Financial Statements

Management Reports of Fund Performance

Socially Responsible Investing Criteria

Show More

Want to speak to an Investment Funds Advisor?

Take a look at our other Portfolios

Core Portfolios

Global ETF Portfolios

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