(As of 4/30/2024)

Tangerine Balanced Income Portfolio

(Canadian Fixed Income Balanced)
FundGrade A+® Rating recipient
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2020
2019
2016
2015



Inception Return
(1/11/2008)
3.72 %
YTD Return -0.37 %
NAVPS
(5/23/2024)
$13.74
Change ($0.04) / -0.29 %
Growth of $10,000 (As of April 30, 2024)
MER 1.06 %
Assets ($mil) -
Rank (1Yr) 239/415
Std Dev (3Yr) 6.20 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
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.
Fund Manager

1832 Asset Management L.P.

Portfolio Manager

1832 Asset Management L.P.

Sub-Advisor

State Street Global Advisors Ltd.

 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of April 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund -2.11 0.15 7.86 -0.37 2.54 0.25 2.04 3.31
Benchmark -1.91 -0.39 7.36 -1.27 1.47 0.31 2.23 3.22
Quartile Ranking 4 3 2 3 3 3 2 2

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 8.60 -11.50 3.49 8.51 9.91 -0.90 4.64 3.02 4.48 9.00
Benchmark 7.79 -9.93 3.73 8.35 10.87 -1.25 4.30 6.19 0.56 9.52
Quartile Ranking 1 4 3 1 2 2 2 4 1 1

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