(As of 10/31/2022)

Tangerine Balanced Portfolio

(Global Neutral Balanced)
FundGrade A+® Rating recipient
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Inception Return
(1/11/2008)
4.61 %
YTD Return -12.39 %
NAVPS
(12/2/2022)
$16.59
Change $0.02 / 0.12 %
Growth of $10,000 (As of October 31, 2022)
MER 1.06 %
Assets ($mil) -
Rank (1Yr) 665/1682
Std Dev (3Yr) 8.61 %
Volatility Ranking (3Yr) 4/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Sales Status Open
 
Objective
This Fund seeks to provide a balance of income and capital appreciation by investing in both fixed income and equity securities based on a prescribed allocation among four distinct asset classes: Canadian bonds, Canadian equities, U.S. equities and international equities. The Fund will remain relatively balanced between bonds and equities and between Canadian and non-Canadian securities.
Fund Manager

Tangerine Investment Management Inc

Portfolio Manager

Tangerine Investment Management Inc

Sub-Advisor

State Street Global Advisors Ltd.

 
Allocations
Data not available
Top 10 Holdings
Data not available

Performance Data (As of October 31, 2022)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 3.03 -2.56 -3.46 -12.39 -9.91 2.42 3.39 6.11
Benchmark 2.38 -2.60 -3.68 -14.71 -12.49 1.04 3.03 7.45
Quartile Ranking 1 2 1 2 2 2 2 1

Calendar Return (%) 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Fund 10.56 8.79 14.00 -2.16 7.77 4.95 6.13 10.37 14.72 7.51
Benchmark 6.48 11.12 12.26 2.68 8.66 2.39 17.05 12.44 18.86 8.49
Quartile Ranking 2 2 2 2 2 2 2 1 2 3

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