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Tangerine Tax-Free Investment Funds

With a Tangerine Tax-Free Investment Fund Account, your investment grows completely free of tax. You don’t pay any tax on your investment returns, and you won’t pay any tax if you withdraw from it. It’s best to leave your money in though, because the Investment Fund uses an index-based investment strategy that is designed for long-term growth. Over time, the potential growth from tax-free investing can help you reach your long-term goals.

Key features at a glance
  • Tax-free growth and tax-free withdrawals
  • Any income earned on your investment in a Tangerine Tax-Free Investment Fund Account will not be taxed. And you’ll pay no tax when you withdraw either.

  • A smart indexing strategy
  • Historically, over 80% of active mutual fund managers haven’t been able to consistently outperform the indexes over the long term.1 That’s why we believe an indexing strategy is a better way to invest.

  • Low cost = better value
  • The Tangerine Investment Funds have some of the lowest fees (MER) among all managed portfolios. The lower the management fees, the more money you keep in your portfolio to grow.

  • Global Diversification
  • Investing in Canada, the US and internationally allows you to take advantage of the various market opportunities that different geographic regions have to offer.

  • Invest automatically
  • Our Automatic Savings Plan ensures you don’t miss out on market opportunities and creates consistent behaviour that removes the need to try to time the markets.

Unit prices

As of 07/20/2016

Tangerine Balanced Income Portfolio

Tangerine Balanced Portfolio

Tangerine Balanced Growth Portfolio

Tangerine Dividend Portfolio

Tangerine Equity Growth Portfolio

Tangerine Balanced Income Portfolio

Fund Code: INI210

Unit Price:

Date series started: Jan. 10, 2008

Total value of the Fund: million (as of )

Distributions: Annually, December

Management Expense Ratio (MER):

Fund overview

This Fund seeks to provide income with some potential for capital appreciation by investing in both fixed income and equity securities based on a targeted allocation among four distinct asset classes: Canadian bonds, Canadian equities, U.S. equities and international equities. The Fund will invest primarily in Canadian bonds, with some exposure to global equities.

The Canadian bond component seeks to replicate the FTSE TMX Canada Universe Bond Index; the Canadian equity component seeks to replicate the S&P/TSX 60 Index; the U.S. equity component seeks to replicate the S&P 500 Index; and the international equity component seeks to replicate the MSCI EAFE (Europe, Australasia and Far East) Index.

Fund facts

Asset Allocation

How risky is it


Fund Performance

As of 1 year 3 years 5 years 10 years Inception*
Balanced Income Portfolio

Tangerine Balanced Portfolio

Fund Code: INI220

Unit Price:

Date series started: Jan. 10, 2008

Total value of the Fund: million (as of )

Distributions: Annually, December

Management Expense Ratio (MER):

Fund overview

This Fund seeks to provide a balance of income and capital appreciation by investing in both fixed income and equity securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equities, U.S. equities and international equities. The Fund will remain relatively balanced between bonds and equities and between Canadian and non- Canadian securities.

The Canadian bond component seeks to replicate the FTSE TMX Canada Universe Bond Index; the Canadian equity component seeks to replicate the S&P/TSX 60 Index; the U.S. equity component seeks to replicate the S&P 500 Index; and the international equity component seeks to replicate the MSCI EAFE (Europe, Australasia and Far East) Index.

Fund facts

Asset Allocation

How risky is it


Fund Performance

As of 1 year3 years5 years10 yearsInception*
Balanced Portfolio

Tangerine Balanced Growth Portfolio

Fund Code: INI230

Unit Price:

Date series started: Jan. 10, 2008

Total value of the Fund: million (as of )

Distributions: Annually, December

Management Expense Ratio (MER):

Fund Overview

This Fund seeks to provide capital appreciation and some income by investing in both equity and fixed income securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equity, U.S. equity and international equity. The Fund will invest primarily in equity securities, with some exposure to Canadian bonds.

The Canadian bond component seeks to replicate the FTSE TMX Canada Universe Bond Index; the Canadian equity component seeks to replicate the S&P/TSX 60 Index; the U.S. equity component seeks to replicate the S&P 500 Index; and the international equity component seeks to replicate the MSCI EAFE (Europe, Australasia and Far East) Index.

Fund facts

Asset Allocation

How risky is it


Fund Performance

As of 1 year3 years5 years10 yearsInception*
Balanced Growth Portfolio

Tangerine Dividend Portfolio

Fund Code: INI235

Unit Price:

Date series started: Nov. 2, 2016

Total value of the Fund: million (as of )

Distributions: Annually, December

Management Expense Ratio (MER):

Fund Overview

This Fund seeks to provide capital appreciation and dividend income by investing in equity securities of companies from around the world that are expected to pay dividends. This Fund follows a prescribed allocation among three distinct asset classes: Canadian dividend equity, U.S. dividend equity, and international dividend equity.

The Portfolio's investment strategy is designed to track the index performance of the MSCI Canada High Dividend Yield Index, the MSCI USA High Dividend Yield Index, and the MSCI EAFE High Dividend Yield Index.

Fund facts

Asset Allocation

How risky is it


Fund Performance

As of 1 year 3 years 5 years 10 years Inception*
Tangerine Dividend Portfolio

Tangerine Equity Growth Portfolio

Fund Code: INI240

Unit Price:

Date series started: Nov. 21, 2011

Total value of the Fund: million (as of )

Distributions: Annually, December

Management Expense Ratio (MER):

Fund overview

This Fund seeks to provide capital appreciation by investing in equity securities based on a prescribed allocation among three distinct asset classes: Canadian equity, U.S. equity and international equity. The Fund invests primarily in equity securities.

The Canadian equity component seeks to replicate the S&P/TSX 60 Index; the U.S. equity component seeks to replicate the S&P 500 Index; and the international equity component seeks to replicate the MSCI EAFE (Europe, Australasia and Far East) Index.

Fund facts

Asset Allocation

How risky is it


Fund Performance

As of 1 year 3 years 5 years 10 years Inception*
Equity Growth Portfolio

Invest in Tangerine Investment Funds today.

Call us at 1-877-464-5678 | Monday to Friday 8 am – 8 pm EST