(As of 2/28/2017)

Tangerine Balanced Portfolio

(Global Neutral Balanced)






FundGrade A+ Rating recipient
For more information about
FundGrade click here
Inception Return
(1/11/2008)
5.05 %
YTD Return 1.94 %
NAVPS
(3/24/2017)
$13.80
Change $0.04 / 0.29 %
Growth of $10,000 (As of February 28, 2017)
MER 1.07 %
Assets ($mil) -
Rank (1Yr) 215/676
Std Dev (3Yr) 6.09 %
Volatility Ranking (3Yr) 3/10
RRSP Eligibility Yes
Load No Load
Max Front End -
Max Back End -
Open to Invest 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.
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 2.17 3.17 3.55 1.94 11.27 6.44 8.30 -   
Benchmark 3.65 3.46 3.04 2.57 10.03 9.28 11.42 5.67
Quartile Ranking 2 2 2 2 2 1 1 -

Calendar Return (%) 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Fund 4.95 6.13 10.37 14.73 7.51 0.32 6.45 10.76 -      -     
Benchmark 2.39 17.05 12.44 18.86 8.49 0.80 4.85 4.96 -5.06 -6.07
Quartile Ranking 2 1 1 1 2 1 4 4 - -

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