Tangerine Socially Responsible Global Portfolios

Invest your own way

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.

Balanced Income SRI Portfolio

Low to medium risk

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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.
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infoAnnualized returns^ for this new Portfolio will be unavailable until it reaches its 1 year anniversary.

Want to learn more about our Socially Responsible Global Portfolios? Check out our FAQs or .

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.

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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.

The best time to invest is now

Start with as little as $25
Global diversification
Low Portfolio costs Footnote 1
Automatic contributions
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Want to speak to an Investment Funds Advisor?

We’re here for you if you need us Monday to Friday, 8 am - 8 pm ET.

1-877-464-5678
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Global ETF Portfolios
Simple, low-cost global investing.
Core Portfolios
Tried, tested and true, these are our original Portfolios.

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 income 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 *
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 1

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.
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