Chequing
Tangerine Core Portfolios
Tried, tested and true, these are our original Portfolios. They come with our history of helping Canadians reach their financial goals.
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
- Balanced Income
- Balanced
- Balanced Growth
- Dividend
- Equity Growth
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:
| Term | Annualized 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]] |
Explore historical performance.
Allocation & Holdings
| Bonds | |
|---|---|
| [[BAL_INC.HOLDINGS.BREAKDOWN.BONDS.1_NAME]] | [[BAL_INC.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]] |
| Stocks | |
| [[BAL_INC.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]] | [[BAL_INC.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]] |
| [[BAL_INC.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]] | [[BAL_INC.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]] |
| [[BAL_INC.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]] | [[BAL_INC.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]] |
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
- Details
- Fund Documents
| Unit Price as of [[BAL_INC.NAV.DAY.DATE]] | [[BAL_INC.NAV.DAY.VALUE]] |
| Fund Code | INI210 |
| Date series started | January 10, 2008 |
| Total value of the Fund | $343.44 million (as of November 30, 2024) |
| Distributions | Annually, 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:
| Term | Annualized 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]] |
Explore historical performance.
Allocation & Holdings
| Bonds | |
|---|---|
| [[BAL.HOLDINGS.BREAKDOWN.BONDS.1_NAME]] | [[BAL.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]] |
| Stocks | |
| [[BAL.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]] | [[BAL.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]] |
| [[BAL.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]] | [[BAL.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]] |
| [[BAL.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]] | [[BAL.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]] |
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
- Details
- Fund Documents
| Unit Price as of [[BAL.NAV.DAY.DATE]] | [[BAL.NAV.DAY.VALUE]] |
| Fund Code | INI220 |
| Date series started | January 10, 2008 |
| Total value of the Fund | $1,396.77 million (as of November 30, 2024) |
| Distributions | Annually, 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:
| Term | Annualized 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]] |
Explore historical performance.
Allocation & Holdings
| Bonds | |
|---|---|
| [[BAL_GROWTH.HOLDINGS.BREAKDOWN.BONDS.1_NAME]] | [[BAL_GROWTH.HOLDINGS.BREAKDOWN.BONDS.1_VALUE]] |
| Stocks | |
| [[BAL_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]] | [[BAL_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]] |
| [[BAL_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]] | [[BAL_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]] |
| [[BAL_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]] | [[BAL_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]] |
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
- Details
- Fund Documents
| Unit Price as of [[BAL_GROWTH.NAV.DAY.DATE]] | [[BAL_GROWTH.NAV.DAY.VALUE]] |
| Fund Code | INI230 |
| Date series started | January 10, 2008 |
| Total value of the Fund | $1,564.14 million (as of November 30, 2024) |
| Distributions | Annually, 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:
| Term | Annualized 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]] |
Explore historical performance.
Allocation & Holdings
| Stocks | |
|---|---|
| [[DIV.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]] | [[DIV.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]] |
| [[DIV.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]] | [[DIV.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]] |
| [[DIV.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]] | [[DIV.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]] |
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
- Details
- Fund Documents
| Unit Price as of [[DIV.NAV.DAY.DATE]] | [[DIV.NAV.DAY.VALUE]] |
| Fund Code | INI235 |
| Date series started | November 2, 2016 |
| Total value of the Fund | $418.56 million (as of November 30, 2024) |
| Distributions | Annually, 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:
| Term | Annualized 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]] |
Explore historical performance.
Allocation & Holdings
| Stocks | |
|---|---|
| [[EQ_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.1_NAME]] | [[EQ_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.1_VALUE]] |
| [[EQ_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.2_NAME]] | [[EQ_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.2_VALUE]] |
| [[EQ_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.3_NAME]] | [[EQ_GROWTH.HOLDINGS.BREAKDOWN.STOCKS.3_VALUE]] |
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
- Details
- Fund Documents
| Unit Price as of [[EQ_GROWTH.NAV.DAY.DATE]] | [[EQ_GROWTH.NAV.DAY.VALUE]] |
| Fund Code | INI240 |
| Date series started | November 21, 2011 |
| Total value of the Fund | $1,537.65 million (as of November 30, 2024) |
| Distributions | Annually, 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
Global ETF Portfolios
A simple low-cost* way to have exposure to a selection of Exchange Traded Funds (ETFs) in a mutual fund.
Socially Responsible Global Portfolios
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.
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.
Mutual funds are not insured by CDIC.
Diversification does not guarantee a profit or eliminate the risk of loss.
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.
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.
1The MER for the period ended December 31, 2023 was 1.06% for the Tangerine Core Portfolios after applicable waivers and absorptions by the manager.
*A fund's expenses are made up of the management fee (including the trailing commission), operating expenses, trading costs, and fixed administration fee. The annual management fee is 0.80% of each Tangerine Core Portfolio, 0.50% of each Tangerine Global ETF Portfolio, and 0.55% of each Tangerine Socially Responsible Global Portfolio. The fixed administration fee is the same for all Tangerine Portfolios and is 0.15% of each Portfolio’s value.
†† About the Fundata FundGrade A+® Awards
FundGrade A+® is used with permission from Fundata Canada Inc., all rights reserved. The annual FundGrade A+® Awards are presented by Fundata Canada Inc. to recognize the “best of the best” among Canadian investment funds. The FundGrade A+® calculation is supplemental to the monthly FundGrade ratings and is calculated at the end of each calendar year. The FundGrade rating system evaluates funds based on their risk-adjusted performance, measured by Sharpe Ratio, Sortino Ratio, and Information Ratio. The score for each ratio is calculated individually, covering all time periods from 2 to 10 years. The scores are then weighted equally in calculating a monthly FundGrade. The top 10% of funds earn an A Grade; the next 20% of funds earn a B Grade; the next 40% of funds earn a C Grade; the next 20% of funds receive a D Grade; and the lowest 10% of funds receive an E Grade. To be eligible, a fund must have received a FundGrade rating every month in the previous year. The FundGrade A+® uses a GPA-style calculation, where each monthly FundGrade from “A” to “E” receives a score from 4 to 0, respectively. A fund’s average score for the year determines its GPA. Any fund with a GPA of 3.5 or greater is awarded a FundGrade A+® Award. For more information, see www.FundGradeAwards.com. Although Fundata makes every effort to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Fundata.
Performance for the Tangerine Balanced Growth Portfolio for the period ended December 31, 2023 is as follows: 12.91% (1 year), 5.10% (3 years), 7.96% (5 years), 7.01% (10 years), and 6.00% since inception (January 2008).
Tangerine is a registered trademark of The Bank of Nova Scotia, used under licence. Tangerine Investment Funds are managed by 1832 Asset Management L.P. Tangerine Investment Funds Limited is the principal distributor of Tangerine Investment Funds. Tangerine Investment Funds Limited and 1832 Asset Management L.P. are wholly owned subsidiaries of The Bank of Nova Scotia.
