(As of 6/30/2024)

Tangerine Balanced Growth Portfolio

(Global Equity Balanced)
FundGrade A+® Rating recipient
For more information about FundGrade click here
2022





Inception Return
(1/11/2008)
6.09 %
YTD Return 7.78 %
NAVPS
(7/12/2024)
$21.33
Change $0.12 / 0.57 %
Growth of $10,000 (As of June 30, 2024)
MER 1.06 %
Assets ($mil) -
Rank (1Yr) 610/1312
Std Dev (3Yr) 10.06 %
Volatility Ranking (3Yr) 5/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
This Fund seeks to provide capital appreciation and some income by investing in both equity and fixed income securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equity, U.S. equity and international equity. The Fund will invest primarily in equity securities, with some exposure to Canadian bonds.
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 June 30, 2024)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 0.29 1.12 7.78 7.78 13.29 5.13 7.39 7.10
Benchmark 2.01 2.66 10.63 10.63 17.93 5.77 8.36 8.99
Quartile Ranking 4 3 3 3 2 2 2 2

Calendar Return (%) 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Fund 12.93 -10.24 14.52 8.81 16.08 -2.89 9.45 6.20 7.09 11.13
Benchmark 15.07 -12.03 11.33 12.17 16.29 0.72 11.99 3.66 17.03 13.13
Quartile Ranking 2 2 1 2 2 2 2 2 2 1

Website powered by © Fundata Canada Inc.
Mutual Fund Data provided by Fundata. | View Terms and Conditions of Use.
BofA Merill Lynch Indices used with permission.
© 2024 Fundata Canada Inc. All rights reserved. | View Privacy Policy | Contact Us.