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Core Portfolios

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

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Key features

Globally diversified

Emphasis on Canadian companies you know, and still well diversified internationally.

Established presence

Established track record of over 10 years so you can invest confidently.

Your life, your goals

Suited to meet the growth needs of your life stages.

We’ll help you choose the right Portfolio

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
TermAnnualized returns^ as of [[REPORT.DATE]] net of fees
1 year[[BAL_INC.RATE.1_YEAR]]
3 years[[BAL_INC.RATE.3_YEAR]]
5 years[[BAL_INC.RATE.5_YEAR]]
10 years[[BAL_INC.RATE.10_YEAR]]
Inception[[BAL_INC.RATE.INCEPTION]]

Allocation & Holdings

Bonds
Canadian Bonds70%
Stocks
Canadian Stocks10%
U.S. Stocks10%
International Stocks10%

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

Unit Price as of [[BAL_INC.PRICE.DATE]][[BAL_INC.PRICE.UNIT]]
Fund CodeINI210
Date series startedJanuary 10, 2008
Total value of the Fund

[[BAL_INC.ASSETS]]

(as of [[REPORT.DATE]])

DistributionsAnnually, December
Management Expense Ratio1 (MER)[[MER.CORE]]

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
TermAnnualized returns^ as of [[REPORT.DATE]] net of fees
1 year[[BAL.RATE.1_YEAR]]
3 years[[BAL.RATE.3_YEAR]]
5 years[[BAL.RATE.5_YEAR]]
10 years[[BAL.RATE.10_YEAR]]
Inception[[BAL.RATE.INCEPTION]]

Allocation & Holdings

Bonds
Canadian Bonds40%
Stocks
Canadian Stocks20%
U.S. Stocks20%
International Stocks20%

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

Unit Price as of [[BAL.PRICE.DATE]][[BAL.PRICE.UNIT]]
Fund CodeINI220
Date series startedJanuary 10, 2008
Total value of the Fund

[[BAL.ASSETS]]

(as of [[REPORT.DATE]])

DistributionsAnnually, December
Management Expense Ratio1 (MER)[[MER.CORE]]

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
TermAnnualized returns^ as of [[REPORT.DATE]] net of fees
1 year[[BAL_GROWTH.RATE.1_YEAR]]
3 years[[BAL_GROWTH.RATE.3_YEAR]]
5 years[[BAL_GROWTH.RATE.5_YEAR]]
10 years[[BAL_GROWTH.RATE.10_YEAR]]
Inception[[BAL_GROWTH.RATE.INCEPTION]]

Allocation & Holdings

Bonds
Canadian Bonds25%
Stocks
Canadian Stocks25%
U.S. Stocks25%
International Stocks25%

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

Unit Price as of [[BAL_GROWTH.PRICE.DATE]][[BAL_GROWTH.PRICE.UNIT]]
Fund CodeINI230
Date series startedJanuary 10, 2008
Total value of the Fund

[[BAL_GROWTH.ASSETS]]

(as of [[REPORT.DATE]])

DistributionsAnnually, December
Management Expense Ratio1 (MER)[[MER.CORE]]

Award-winning fund

Tangerine Investments has scored with a FundGrade A+® Award for the Balanced Growth Portfolio’s performance in 2023.††

Overview

Looking for a dividend paying Tangerine Portfolio? This is the one for you. By investing in the stocks of companies from around the world that are expected to pay dividends, this Portfolio seeks to provide you with annual dividend income along with growth potential.

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

  • A medium risk investor
  • Seeking capital growth potential and dividend income
TermAnnualized returns^ as of [[REPORT.DATE]] net of fees
1 year[[DIV.RATE.1_YEAR]]
3 years[[DIV.RATE.3_YEAR]]
5 years[[DIV.RATE.5_YEAR]]
10 years[[DIV.RATE.10_YEAR]]
Inception[[DIV.RATE.INCEPTION]]

Allocation & Holdings

Stocks
Canadian Stocks50%
U.S. Stocks25%
International Stocks25%

Informational only: This is how we aim to manage your Portfolio. The percentages may change slightly over time.

0%

Bonds

100%

Stocks

Medium

Risk

Here’s the nitty-gritty stuff

Unit Price as of [[DIV.PRICE.DATE]][[DIV.PRICE.UNIT]]
Fund CodeINI235
Date series startedNovember 2, 2016
Total value of the Fund

[[DIV.ASSETS]]

(as of [[REPORT.DATE]])

DistributionsAnnually, December
Management Expense Ratio1 (MER)[[MER.CORE]]

Overview

With no bonds to balance it out during down markets this is the riskiest Portfolio we offer, but with that risk comes a greater potential reward.

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

  • A medium–high risk investor
  • Seeking primarily capital growth potential
TermAnnualized returns^ as of [[REPORT.DATE]] net of fees
1 year[[EQ_GROWTH.RATE.1_YEAR]]
3 years[[EQ_GROWTH.RATE.3_YEAR]]
5 years[[EQ_GROWTH.RATE.5_YEAR]]
10 years[[EQ_GROWTH.RATE.10_YEAR]]
Inception[[EQ_GROWTH.RATE.INCEPTION]]

Allocation & Holdings

Stocks
Canadian Stocks33.4%
U.S. Stocks33.3%
International Stocks33.3%

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

Unit Price as of [[EQ_GROWTH.PRICE.DATE]][[EQ_GROWTH.PRICE.UNIT]]
Fund CodeINI240
Date series startedNovember 21, 2011
Total value of the Fund

[[EQ_GROWTH.ASSETS]]

(as of [[REPORT.DATE]])

DistributionsAnnually, December
Management Expense Ratio1 (MER)[[MER.CORE]]

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.

Take a look at our other Portfolios

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