(As of 12/31/2021)

Tangerine Balanced Portfolio

(Global Neutral Balanced)






FundGrade A+® Rating recipient
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Inception Return
(1/11/2008)
5.89 %
YTD Return 10.56 %
NAVPS
(1/17/2022)
$17.57
Change $0.01 / 0.06 %
Growth of $10,000 (As of December 31, 2021)
MER 1.06 %
Assets ($mil) -
Rank (1Yr) 478/1589
Std Dev (3Yr) 8.39 %
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 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 December 31, 2021)
  Return (%) Annualized Return (%)
Return 1 Mth 3 Mth 6 Mth YTD 1 Yr 3 Yr 5 Yr 10 Yr
Fund 2.54 4.43 4.98 10.56 10.56 11.10 7.65 8.17
Benchmark 0.85 2.66 4.21 6.48 6.48 9.92 8.18 9.92
Quartile Ranking 2 1 2 2 2 2 1 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 14.73 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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