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
If stability is your thing, this Portfolio could be the one for you.
Balanced SRI Portfolio
Low to medium risk
A mix of stability and growth potential -- so as the name implies, pretty balanced.
Balanced Growth SRI Portfolio
Plenty of potential, a little more risk than our Balanced SRI Portfolio.
Equity Growth SRI Portfolio
Medium to high risk
A bigger potential pay-off for those who can handle the risk.
Want to learn more about our Socially Responsible Global Portfolios? Check out our FAQs or .
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.
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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.
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.
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