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A simple low-cost* way to have exposure to a selection of Exchange Traded Funds (ETFs) in a mutual fund.
Invest in over 45 countries around the world.
Keeping your money working harder for you.
Made up of a selection of ETFs in a mutual fund
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.
Term | Annualized returns^ as of [[REPORT.DATE]] net of fees |
---|---|
1 year | [[BAL_INC_ETF.RATE.1_YEAR]] |
3 years | [[BAL_INC_ETF.RATE.3_YEAR]] |
5 years | [[BAL_INC_ETF.RATE.5_YEAR]] |
10 years | [[BAL_INC_ETF.RATE.10_YEAR]] |
Inception | [[BAL_INC_ETF.RATE.INCEPTION]] |
Explore historical performance.
Bonds | |
---|---|
Scotia Canadian Bond Index Tracker ETF | 69.06% |
Stocks | |
Scotia U.S. Equity Index Tracker ETF | 19.40% |
Scotia International Equity Index Tracker ETF | 7.17% |
Scotia Emerging Markets Equity Index ETF | 3.01% |
Scotia Canadian Large Cap Equity Index Tracker ETF | 0.82% |
Cash | 0.53% |
Informational only: This is how we aim to manage your Portfolio. The percentages may change slightly over time.
Bonds
Stocks
Risk
Unit Price as of [[BAL_INC_ETF.NAV.DAY.DATE]] | [[BAL_INC_ETF.NAV.DAY.VALUE]] |
Fund Code | INI410 |
Date series started | January 6, 2022 |
Total value of the Fund | [[BAL_INC_ETF.ASSETS]] (as of [[REPORT.DATE]]) |
Distributions | Annually, December |
Management Expense Ratio1 (MER) | [[MER.ETF]] |
Offers a balance between ETFs that invest in stocks and bonds that increases your potential for growth while still maintaining stability.
Term | Annualized returns^ as of [[REPORT.DATE]] net of fees |
---|---|
1 year | [[BAL_ETF.RATE.1_YEAR]] |
3 years | [[BAL_ETF.RATE.3_YEAR]] |
5 years | [[BAL_ETF.RATE.5_YEAR]] |
10 years | [[BAL_ETF.RATE.10_YEAR]] |
Inception | [[BAL_ETF.RATE.INCEPTION]] |
Explore historical performance.
Bonds | |
---|---|
Scotia Canadian Bond Index Tracker ETF | 39.33% |
Stocks | |
Scotia U.S. Equity Index Tracker ETF | 38.65% |
Scotia International Equity Index Tracker ETF | 14.28% |
Scotia Emerging Markets Equity Index ETF | 6.00% |
Scotia Canadian Large Cap Equity Index Tracker ETF | 1.64% |
Cash | 0.10% |
Informational only: This is how we aim to manage your Portfolio. The percentages may change slightly over time.
Bonds
Stocks
Risk
Unit Price as of [[BAL_ETF.NAV.DAY.DATE]] | [[BAL_ETF.NAV.DAY.VALUE]] |
Fund Code | INI420 |
Date series started | November 10, 2020 |
Total value of the Fund | [[BAL_ETF.ASSETS]] (as of [[REPORT.DATE]]) |
Distributions | Annually, December |
Management Expense Ratio1 (MER) | [[MER.ETF]] |
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.
Term | Annualized returns^ as of [[REPORT.DATE]] net of fees |
---|---|
1 year | [[BAL_GROWTH_ETF.RATE.1_YEAR]] |
3 years | [[BAL_GROWTH_ETF.RATE.3_YEAR]] |
5 years | [[BAL_GROWTH_ETF.RATE.5_YEAR]] |
10 years | [[BAL_GROWTH_ETF.RATE.10_YEAR]] |
Inception | [[BAL_GROWTH_ETF.RATE.INCEPTION]] |
Explore historical performance.
Bonds | |
---|---|
Scotia Canadian Bond Index Tracker ETF | 24.46% |
Stocks | |
Scotia U.S. Equity Index Tracker ETF | 48.06% |
Scotia International Equity Index Tracker ETF | 17.76% |
Scotia Emerging Markets Equity Index ETF | 7.46% |
Scotia Canadian Large Cap Equity Index Tracker ETF | 2.04% |
Cash | 0.22% |
Informational only: This is how we aim to manage your Portfolio. The percentages may change slightly over time.
Bonds
Stocks
Risk
Unit Price as of [[BAL_GROWTH_ETF.NAV.DAY.DATE]] | [[BAL_GROWTH_ETF.NAV.DAY.VALUE]] |
Fund Code | INI430 |
Date series started | November 10, 2020 |
Total value of the Fund | [[BAL_GROWTH_ETF.ASSETS]] (as of [[REPORT.DATE]]) |
Distributions | Annually, December |
Management Expense Ratio1 (MER) | [[MER.ETF]] |
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.
Term | Annualized returns^ as of [[REPORT.DATE]] net of fees |
---|---|
1 year | [[EQ_GROWTH_ETF.RATE.1_YEAR]] |
3 years | [[EQ_GROWTH_ETF.RATE.3_YEAR]] |
5 years | [[EQ_GROWTH_ETF.RATE.5_YEAR]] |
10 years | [[EQ_GROWTH_ETF.RATE.10_YEAR]] |
Inception | [[EQ_GROWTH_ETF.RATE.INCEPTION]] |
Explore historical performance.
Stocks | |
---|---|
Scotia U.S. Equity Index Tracker ETF | 63.76% |
Scotia International Equity Index Tracker ETF | 23.56% |
Scotia Emerging Markets Equity Index ETF | 9.89% |
Scotia Canadian Large Cap Equity Index Tracker ETF | 2.71% |
Cash | 0.08% |
Informational only: This is how we aim to manage your Portfolio. The percentages may change slightly over time.
Bonds
Stocks
Risk
Unit Price as of [[EQ_GROWTH_ETF.NAV.DAY.DATE]] | [[EQ_GROWTH_ETF.NAV.DAY.VALUE]] |
Fund Code | INI440 |
Date series started | November 10, 2020 |
Total value of the Fund | [[EQ_GROWTH_ETF.ASSETS]] (as of [[REPORT.DATE]]) |
Distributions | Annually, December |
Management Expense Ratio1 (MER) | [[MER.ETF]] |
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.
Tried, tested and true, these are our original Portfolios. They come with our history of helping Canadians reach their financial goals.
Designed to align with your values. Feel good about your investments, knowing that we’ve removed controversial holdings.
Tangerine Investment Funds are managed by 1832 Asset Management L.P. and are only available by opening an Investment Fund Account with Tangerine Investment Funds Limited. These firms are wholly owned subsidiaries of The Bank of Nova Scotia.
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, 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.
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.
Mutual funds are not insured by CDIC.
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.
*A fund's expenses are made up of the management fee (including trailing commission), operating expenses (including the fixed administration fee), and trading costs. The annual management fee is 0.50% of each Tangerine Global ETF Portfolio, and the fixed administration fee is 0.15% of each Portfolio’s value.
1The MER for the period ended June 30, 2023 0.76% for the Tangerine Global ETF Portfolios after applicable waivers and absorptions by the manager.
Morningstar Category - Canadian Focused Equity.
Morningstar rating reflects performance as of 31 January 2024. Morningstar is an independent organization that groups mutual funds with generally similar investment objectives for comparison purposes. Morningstar Star Ratings reflect performance as of a particular date and are recalculated monthly. The Ratings are an objective, quantitative measure of a fund’s historical risk-adjusted performance relative to other funds in its category. Ratings are calculated based on a fund’s 3, 5 and 10-year performance returns, as available, with the overall rating being a weighted combination of those ratings. Only funds with at least a three-year track record are considered, and Morningstar calculates ratings only for categories with at least 20 funds. Five-star rated funds are generally considered to be those that generate superior risk-adjusted returns and indicate that the fund is in the top 10% of its category. Tangerine Equity Growth ETF is categorized as part of the Canada Fund Global Equity category, which contains 1901 funds in the 1 year category with an average category return of 12.07%, 1,598 funds in the 3 year category with an average category return of 6.03%, 1,434 funds in the 5 year category with an average category return of 8.77% and 700 funds in the 10 year category with an average category return of 8.16%. For more details on the calculation of Morningstar Star Ratings, see www.morningstar.ca
©Morningstar Research Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.