(As of 2/28/2017)

Tangerine Balanced Income Portfolio

(Canadian Fixed Income Balanced)



2015


FundGrade A+ Rating recipient
For more information about
FundGrade click here
Inception Return
(1/11/2008)
4.31 %
YTD Return 1.27 %
NAVPS
(3/28/2017)
$12.88
Change $0.01 / 0.08 %
Growth of $10,000 (As of February 28, 2017)
MER -
Assets ($mil) -
Rank (1Yr) 355/412
Std Dev (3Yr) 4.83 %
Volatility Ranking (3Yr) 2/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Open to Invest Open
 
Objective
The 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 classed; Canadian bonds, Canadian equities, U.S. and international equities. The fund will invest primarily in Canadian bonds, with some exposure to global equities.
Management Co.
Tangerine Investment Management Inc
Managers
 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of February 28, 2017)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 1.51 -0.23 -1.54 1.27 4.16 4.09 4.97 -   
Benchmark 0.84 0.87 -0.31 0.90 6.77 4.48 4.41 4.93
Quartile Ranking 1 4 4 2 4 1 1 -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 1.12 4.48 9.00 6.06 4.89 4.30 5.79 7.66 -      -     
Benchmark 6.19 0.56 9.52 2.02 4.68 5.23 9.72 12.33 -4.80 5.25
Quartile Ranking 4 1 1 2 2 1 3 4 - -

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