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Performance for the Tangerine Balanced Growth Portfolio for the period ended December 31, 2022 is as follows: 10.22% (1 year), 3.82% (3 years), 4.76% (5 years), 7.60% (10 years), and 5.33% since inception (January 2008).

Tangerine Dividend Portfolio (INI235)

Simple, low-cost global investing With the lowest fees of all our Portfolios, these are a simple, low-cost way to have exposure to a selection of Exchange Traded Funds (E T F'sETFs) in a mutual fund. If stability is your thing, this Portfolio could be the one for you.

The annual management fee is 0.80% of each Tangerine Core Portfolio, 0.50% of each Tangerine Global ETFE T F Portfolio, and 0.55% of each Tangerine Socially Responsible Global Portfolio.

Another important difference between the Core and Global ETF Portfolios is how the funds gain exposure to each asset class. The Core Portfolios hold the individual bonds and stocks directly, whereas the Global ETF Portfolios, as the name suggests, hold four Scotia ETFs, as well as an iShares emerging markets ETF.

The Balanced Income Portfolio is a pension-style global neutral balanced fund that aims to provide both income and long-term growth. This portfolio offers broad diversification by geography, sector and asset class, including both conventional and non-correlated assets.

With Tangerine, you'll get an indexing strategy, low Portfolio costs footnote 1, global diversification and the ability to invest automatically. Complete your enrollment online. Our licensed experts are here for you if you need them. Speak with an expert at 1-877-464-5678.

The Tangerine Equity Growth ETF Portfolio (INI440) has an MER of 0.76% and a medium-high risk rating. Its ETF holdings as of June 30, 2021, are: Scotia U.S. Equity Index Tracker ETF: 57.82%