Tangerine equity growth portfolio etf Balanced Growth ETF Portfolio: 75%: 25%: Equity Growth ETF Portfolio: 100%: 0%: What might surprise you is these ETF Portfolios are actually mutual funds. Tangerine Socially Responsible Global Portfolios The Tangerine Equity Growth SRI Portfolio (the “Fund”) seeks to provide capital appreciation by investing in a diversified mix of equity ETFs which invest in securities filtered based on socially responsible investing criteria located anywhere in the world. Customizable Interactive Fund Chart Displaying the Growth of a $10K Invesment in Tangerine Equity Growth Portfolio. The Portfolio Advisor intends to primarily invest in SRI ETFs Tangerine Balanced Growth ETF Portfolio September 30, 2023 This is an outline of the investments held in the Portfolio as a percentage of its net Scotia International Equity Index Tracker ETF 18. 49 %: NAVPS (12/31/2024) This Fund seeks to provide capital appreciation and growth by investing in only equity securities based on a prescribed allocation among three distinct asset classes: Canadian equity, The Portfolio Advisor intends to primarily invest in SRI ETFs that are generally capitalization-weighted andwhich represent three distinct asset/regional allocations, including but not limited to: Tangerine Equity Growth SRI Portfolio (the “Fund”) generated a total return of 18. Calendar. World Indices. Scotia Responsible Investing Canadian Equity Index ETF 3. Currencies Tangerine Balanced Growth SRI Portfolio FUND FACTS — April 1, 2024 Scotia Responsible Investing Canadian Equity Index ETF 2. equity and international equity. Charting, Tear Sheets, Fund Holdings & more. Tangerine Balanced Income ETF Portfolio . 50 +0. ----Follow Justin Bende Tangerine Investment Portfolios: A Closer Look. Equity Growth ETF Portfolio. 11 in June this Tangerine Equity Growth Portfolio . Equity Growth Portfolio: 100% Stocks. Read Answer Asked by Martin on October 01, 2019 . FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF. TO). at 1-877-464-5678, email The Fund’s target allocation is 100% in equities, although the Fund may also invest up to 20% of its assets in fixed income securities and may reduce exposure to equities by 20%, from time to time, and at the Portfolio Advisor’s discretion. Scotia Canadian Large Cap Equity Index Tracker ETF 2. Managers find attractive valuations among energy's big names. 1. Take the highest risk Global ETF fund for example, it has 63 precent US Equity Index tracker, along with international, emerging markets, cnd markets index trackers. at 1-877-464-5678, email 3. CF. Tangerine Socially Responsible Global Portfolios Tangerine Equity Growth Portfolio FUND FACTS — April 1, 2024 This document contains key information you should know about the Tangerine Equity Growth Portfolio (the “Fund”). The Find the latest Tangerine Equity Growth ETF Portfolio (0P0001KUBJ. You can find more details in the Fund’s simplified prospectus. Just know that a fund with a low-risk rating can still lose money. at 1-877-464-5678, email Find the latest Tangerine Balanced Growth Portfolio (0P0000ACFS. 3% : 3. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the Compare TGRT and QQQ ETFs on current and historical performance, AUM, flows, holdings, costs, ESG ratings, and many other metrics. and Tangerine Equity Growth Portfolio (Global Equity) Inception Return (11/21/2011) 10. Tangerine Socially Responsible Global Portfolios . Tangerine Balanced ETF Portfolio . With 70% in bonds, this is the least risky Portfolio of the bunch. Tangerine® Equity Growth SRI Portfolio Scotia Responsible Investing US Equity Index ETF ; 67. Balanced Income Portfolio: 30% stocks and 70% in Bonds. Discussion is geared towards investment opportunities that Tangerine Equity Growth SRI Portfolio FUND FACTS — April 1, 2024 This document contains key information you should know about the Tangerine Equity Growth SRI Portfolio (the “Fund”). Tangerine Balanced ETF Portfolio. If after all that you still want less bonds than the 25% in the balanced growth fund then by all means use the equity growth fund to bump it up. Martin Upvote 0. Save more towards my goals Find the latest Tangerine Balanced Income Portfolio (0P0000ACFO. Tangerine Global ETF Portfolios, with MER of 0. Scotia Canadian Large Cap Equity Index Tracker ETF 1. at 1-877-464-5678, email Tangerine Equity Growth ETF Portfolio FUND FACTS — April 1, 2024 This document contains key information you should know about the Tangerine Equity Growth ETF Portfolio (the “Fund”). It is great for investors who are willing to ride the tide of volatility and who have time on their side to make the most equity growth. 1% Total percentage of top 10 investments 100. 5% . Tangerine Dividend Portfolio . TO) stock quote, history, news and other vital information to help you with your stock trading and investing. Tangerine Equity Growth SRI Portfolio March 31, 2024 This is an outline of the investments held in the Portfolio as a percentage of its net Scotia Responsible Investing U S Equity Index ETF 69. Current and Historical Performance Performance for Tangerine Balanced Growth ETF Portfolio on Yahoo Finance. Tangerine Balanced SRI Tangerine Balanced Growth Portfolio FUND FACTS — October 30, 2024 This document contains key information you should know about the Tangerine Balanced Growth Portfolio (the “Fund”). Share Tangerine Equity Growth ETF Portfolio (individually, a Fund) Our opinion In our opinion, the accompanying financial statements of each Fund present fairly, in all material respects, the financial position of each Fund as at December 31, 2020 and its financial performance and its cash flows for the period from November 16, 2020 Tangerine® Equity Growth ETF Portfolio This interim management report of fund performance contains financial highlights but does not contain the complete interim financial statements of the investment fund. 15% of each Portfolio’s value. Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. Tangerine Investment Funds Limited is the Track Tangerine Equity Growth Portfolio (INI240) price, historical values, financial information, price forecast, and insights to empower your investing journey | MSN Money The Tangerine Equity Growth ETF Portfolio (the “Fund”) seeks to provide capital appreciation and growth by investing in exchange traded funds that invest in equity securities located anywhere in the world. 0% Total number of investments 5 Investment mix (February 29, 2024) Asset allocation: 62. For instance, the Tangerine Dividend Portfolio had a "medium" risk rating as of April 1, 2024, while the Tangerine Equity Growth Portfolio had a "medium-to-high" risk rating as of October 30, 2024. The Tangerine Equity Growth ETF Portfolio has no bonds at all, so it’s the riskiest portfolio. Equity 100%. 56 %: NAVPS (1/5/2024) $11. Scotia Canadian Large Cap Equity Index Tracker ETF : 2. CF) Instrument Exchange CADFUNDS. 30% International equities 33. Tangerine Equity Growth Portfolio Interim MRFP for the period ended June 30, 2024 Manager and Portfolio Advisor 1832 Asset Management L. Performance; Analysis; Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is Find the latest Tangerine Equity Growth ETF Portfolio (0P0001KUBJ. 2% Total percentage of top 10 investments 100. You can get a copy of the interim financial statements at The New Tangerine Global ETF Portfolios Review. at 1-877-464-5678, email Track Tangerine Equity Growth ETF Portfolio (INI440) price, historical values, financial information, price forecast, and insights to empower your investing journey | MSN Money Tangerine Balanced Growth SRI Portfolio . Summary. The Balanced Portfolio and the Dividend Portfolio, and I have been pretty happy with the growth (and distributions). Fixed Income 25% . 01% 0P0001O7WZ. Tangerine Equity Growth SRI Portfolio FUND FACTS — April 1, 2024 This document contains key information you should know about the Tangerine Equity Growth SRI Portfolio (the “Fund”). I want to. Its asset allocation consists of: Canadian bonds: 25%; Canadian stocks: 25%; US Tangerine Core Portfolios, MER of 1. Insiders. Recency bias . Cash 1. 6% Canadian, U. Target weights for the Tangerine Global ETF Portfolios have been approximated using the global market capitalizations from the MSCI ACWI IMI fact sheet as of April 30, 2021 . 12. Ask your representative for a copy, contact Tangerine Investment The Tangerine Equity Growth SRI Portfolio (the “Fund”) seeks to provide capital appreciation by investing in a diversified mix of equity ETFs which invest in securities filtered based on socially responsible investing criteria located anywhere in the world. Find the latest Tangerine Balanced Growth ETF Portfolio (0P0001KUBI. In January, 2008, Tangerine launched the first three funds in their lineup. TO Tangerine Balanced Growth ETF Portfolio. 2% 4. 7% . Portfolio Manager(s) View Top Holdings and Key Holding Information for Tangerine Equity Growth Portfolio (F00000NNHK. Tangerine is now offering Global ETF portfolios. (So a much different risk profile than yours) The rules were simple. Equities 100% The Portfolio Advisor intends to primarily invest in SRI ETFs The Fund will follow a strategic asset allocation strategy, with the target allocations among the three asset classes being as follows: Canadian equities 33. We do well financially and have no debt. The tangerine account won handily. 39-1. 76% for the Tangerine Global ETF Portfolios after applicable waivers and Annual Management Report of Fund Performance (MRFP) FortheyearendedDecember31,2022 Tangerine® Equity Growth ETF Portfolio Balanced Income ETF Portfolio, Balanced Income SRI Portfolio, Balanced SRI Portfolio, Balanced Growth SRI Portfolio, and Equity Growth SRI Portfolio as of January 6, 2022. All market data (will open in new tab) is provided by Barchart Solutions. 4% . 80% of each Tangerine Core Portfolio, 0. Investment Strategy Find the latest Tangerine Equity Growth Portfolio (0P0000V7CN. This is an outline of the investments held in the Portfolio as a percentage of its net Scotia Responsible Investing US Equity Index ETF ET 53. 55 in December 2021, then a low of $9. Finally, the Tangerine Equity Growth ETF Portfolio is 100% equities. Add to Watchlist Create Alerts. 3%. View Top Holdings and Key Holding Information for Tangerine Equity Growth Portfolio (F00000NNHK. Skip to main content. 0% Total number of investments 4 Investment mix (February 29, 2024) Asset allocation: Tangerine Balanced Growth Portfolio . Find the latest Tangerine Balanced ETF Portfolio (0P0001KUBH. Compare Performance Vs. 76% and a medium-high risk rating. Can equity momentum persist into 2025? Updated NAV Pricing for Tangerine Equity Growth ETF Portfolio (CADFUNDS: INI440. Delayed Last Update . Source: Tangerine Investment Management Inc. 66% Equity Growth 16. Tangerine® Investment Management Inc. This document contains key information you should know about the Tangerine Equity Growth ETF Portfolio (the “Fund”). While this may worry some new investors, it’s actually a good fit depending on your situation. This Fund seeks to provide capital appreciation and growth by investing in exchange traded funds that invest in equity securities located anywhere in the world. The Tangerine Equity Growth ETF Portfolio has $94 million in AUM. View daily, weekly or monthly format back to when Tangerine Equity Growth Portfolio stock was issued. This is an outline of the investments held in the Portfolio as a percentage of its net Scotia Responsible Investing US Equity Index ETF . (the “Portfolio Advisor”) Investment Objective and Strategies The Tangerine Equity Growth ETF Portfolio (the “Fund”) seeks to provide capital appreciation and growth by investing in exchange traded funds that invest in equity securities located anywhere in the world. 0% Total number of investments 4 Investment mix (February 29, 2024) Asset allocation: C. Tangerine® Equity Growth ETF Portfolio This interim management report of fund performance contains financial highlights but does not contain the complete interim financial statements of the investment fund. equities 33. Tangerine Equity Growth Portfolio September 30, 2023 This is an outline of the investments held in the Portfolio as a percentage of its net assets. Balanced Portfolio: 60% stocks and 40% in Bonds. 39%: 4. 5% Tangerine Investment Funds are exclusively offered by Tangerine Investment Management Instrument Name Tangerine Equity Growth Portfolio Instrument Symbol (INI240. Tangerine Equity Growth ETF Portfolio (Global Equity) Inception Return (11/12/2020) 8. Get MUTUAL:INI440 mutual fund information for Tangerine-Equity-Growth-ETF-Portfolio, including a fund overview, , Morningstar summary, tax analysis, sector allocation, and more. Tangerine Equity Growth ETF Portfolio . Scotia Responsible Investing International Equity Index ETF 25. 1%. Currently I am invested in their equity growth portfolios with an MER of 1. The top holdings are made available semi-annually, Due to ongoing portfolio transactions, the investments and percentages may have changed by the time you purchase units of the Portfolio. Instrument Name Tangerine Equity Growth Portfolio Instrument Symbol (INI240. 80 %: YTD Return 23. CF) ETFs and Commodities. 1%: Tangerine Equity Growth ETF Portfolio . Search & Export Historical Fund NAV Prices for Tangerine Equity Growth ETF Portfolio INI440. at 1-877-464-5678, email Tangerine Equity Growth Portfolio FUND FACTS — April 1, 2024 This document contains key information you should know about the Tangerine Equity Growth Portfolio (the “Fund”). at 1-877-464-5678, email View top holdings and key holding information for Tangerine Equity Growth ETF Portfolio (0P0001KUBJ. 1% Canadian, U. Today's news ETF Screener. Tangerine Balanced Growth Portfolio FUND FACTS — April 1, 2024 This document contains key information you should know about the Tangerine Balanced Growth Portfolio (the “Fund”). 39: Change This Fund seeks to provide capital appreciation and growth by investing in exchange traded funds that invest in equity securities located anywhere in the world. 0%. Look at the worst years and see if it's worth it to you. You can get a copy of the interim financial statements at Tangerine Equity Growth ETF Portfolio 26 Tangerine Equity Growth SRI Portfolio 30 Notes to the Financial Statements 34 . Tangerine Balanced Growth SRI Portfolio September 30, 2024 This is an outline of the investments held in the Portfolio as a percentage of its net Equity Index ETF 18. at 1-877-464-5678, email The Tangerine Equity Growth ETF Portfolio (INI440) has an MER of 0. 78-1. CAD . Target weights for the Tangerine Global ETF Portfolios have been approximated using the global market capitalizations from the MSCI ACWI IMI fact sheet as of April 30, 2021. Portfolio Advisor 1832 Asset Management L. (the “sub-advisor”) Investment Objective and Strategies The Tangerine Equity Growth Portfolio (the “Fund”) seeks to 3. 08 Tangerine Balanced Growth Portfolio Tangerine Dividend Portfolio Tangerine Equity Growth Portfolio Tangerine Global ETF Portfolios: Tangerine Balanced ETF Portfolio Tangerine Balanced Growth ETF Portfolio Tangerine Equity Growth ETF Portfolio Tangerine Balanced Income ETF Portfolio Tangerine Socially Responsible Global Portfolios: Tangerine The Fund’s intended target allocation is generally 100% in equities. Stocks: Losers. Tangerine Balanced Growth Portfolio (INI230) Tangerine’s Balanced Growth Portfolio holds more stocks (75%) than bonds (25%). The Tangerine Equity Growth ETF Portfolio (the “Fund”) seeks to provide capital appreciation and growth by investing in exchange traded funds that invest in equity securities located anywhere in the world. What that means for you: Anything can happen, and the best way to prepare for that is to ensure you have a mix of assets spread out into different sectors, but also geographically. For example, the Tangerine Balanced Growth ETF Portfolio September 30, 2024 This is an outline of the investments held in the Portfolio as a percentage of its net Scotia Emerging Markets Equity Index Tracker ETF 7. Performance; Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which So in the Tangerine Equity Growth ETF Portfolio, it receives roughly the same weight. Stocks: Gainers. Cashand Other . Find the latest Tangerine Balanced Growth Portfolio (0P0000ACFS. CF). The Portfolio Advisor intends to primarily invest in capitalization-weighted index ETFs (or index participation Tangerine Equity Growth Portfolio . (the “Manager”) Sub-advisor State Street Global Advisors, Ltd. Scotia International Equity Index Tracker ETF 18. 8% 5. Quite frankly, the core portfolios have less US exposure with the highest risk Equity growth only having 33 percent US compared to the growth ETF. at 1-877-464-5678, email Find the latest Tangerine Equity Growth Portfolio (0P0000V7CN. 3% . Tangerine Balanced Growth ETF Portfolio Tangerine Equity Growth ETF Portfolio No securities regulatory authority has expressed an opinion about these units and it is an offence to claim otherwise. The Tangerine Equity Growth SRI Portfolio (the “Fund”) seeks to provide capital appreciation by investing in a diversified mix of equity ETFs which invest in securities filtered based on socially responsible investing criteria located anywhere in the world. Index Returns & more. 3% 5. I have updated our core couch potato ETF portfolios for 2021, in a new post. However, the available returns can be used to compare it with similar Tangerine Balanced Growth Portfolio . 0% Total number of investments 3 Investment mix (August 31, 2024) Asset Tangerine® Investment Management Inc. Within the last year I or so opened two ETF accounts with them. 2. 3% Total percentage of top 10 investments 100. It out-performed the benchmark. September 30, 2023 . All Scotia ETFs. Find the latest Tangerine Balanced Growth SRI Portfolio (0P0001O7WY. 2% 5. 7. 1% 6. Manage my personal finances. 6% 4. Instrument Name Tangerine Equity Growth ETF Portfolio Instrument Symbol (INI440. Tangerine Equity Growth Portfolio FUND FACTS — October 30, 2024 This document contains key information you should know about the Tangerine Equity Growth Portfolio (the “Fund”). Register to unlock ratings. 05 Current and Historical Performance Performance for Tangerine Equity Growth Portfolio on Yahoo Finance. TO Tangerine Equity Growth SRI Portfolio. Balanced ETF Portfolio: 60% stocks and 40% in Bonds Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. P. Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Investment Data and News. 28. This is an outline of the investments held in the Portfolio as a percentage of its net Scotia Responsible Investing Canadian Equity Index ETF 3. Scotia Emerging Markets Equity Index Tracker ETF . Compare this with the Tangerine Equity Growth ETF Portfolio, where the number is about 97%. Track Tangerine Equity Growth ETF Portfolio (INI440) price, historical values, financial information, price projection, and insights to empower your investing journey Current and historical performance for Tangerine Equity Growth ETF Portfolio on Yahoo Finance. Anyone have experience with ETF portfolios? Besides cost, why would one choose a mutual fund versus a global ETF? Will they perform the same? Any insights are appreciated. Due to ongoing portfolio transactions, the investments and percentages Scotia Emerging Markets Equity Index Tracker ETF 6. 14% 0P0001O7WZ. Tangerine Balanced Growth ETF Portfolio . 34% 0P0001O7WZ. Instrument Name Tangerine Equity Growth Sri Portfolio Instrument Symbol (INI340. The other 30% is invested in stocks, which provide growth potential. 6% . 6% : 2. There is no score out of 10 but it's called Tangerine Equity Growth ETF. 3%: 3. It also uses the same ETFs as the other Tangerine Global ETF Portfolios, minus the Canadian Bond Index ETF. Scotia Responsible Investing Canadian Bond 25. Cash . News. 40% U. For investors looking for a diversified and “non-Canadian” equity exposure, without bonds for capital safety and growth Find the latest Tangerine Equity Growth Portfolio (0P0000V7CN. 30% Each of the three asset classes seeks to replicate as closely as possible the performance of a recognized securities index: the Find the latest Tangerine Equity Growth ETF Portfolio (0P0001KUBJ. Scotia Responsible Investing Canadian Bond Index ETF 24. Equity Growth ETF; Overview. Due to ongoing portfolio , he investments and percentages may have changed by the time you purchase units of the Portfolio. 55% of each Tangerine Socially Responsible Global Portfolio. Ask your representative for a copy, contact Tangerine Investment Find the latest Tangerine Equity Growth Portfolio (0P0000V7CN. They have posted one-year returns on the Tangerine site for the Global ETF Portfolios. Tangerine Balanced Income ETF Portfolio (collectively, the Funds) Tangerine Balanced Income SRI Portfolio . Equity 100% PORTFOLIO 1832 Asset Management L. at 1-877-464-5678, email Tangerine Equity Growth ETF Portfolio No securities regulatory authority has expressed an opinion about these units and it is an offence to claim otherwise. Due to ongoing portfolio transactions, the investments and percentages may have changed by the time you purchase units of the Portfolio. Scotia Emerging Markets Equity Index Tracker ETF 6. 51. Tangerine Global ETF Portfolios: Tangerine Balanced ETF Portfolio . and Balanced Growth SRI; Equity Growth SRI; Overview. The Funds and the units of the Funds offered under this annual information So, I've been with Tangerine (formerly ING Direct) for over 20 years now. The information provided is not intended to be investment advice. The chance of needing this money is very low as something crazy has to happen with both of our jobs to be needing to take the money out. Ask your representative for a copy, contact 1832 Asset Management L. Tangerine Balanced Income SRI Portfolio . Tangerine Balanced SRI Tangerine Balanced Growth SRI Portfolio FUND FACTS — April 1, 2024 Scotia Responsible Investing Canadian Equity Index ETF 2. 77%. Canadians interested in investing and looking at opportunities in the market besides being a potato. Total Fund AUM: $149 million Risk: Medium to High Annualized 5-Year Returns: N/A. Tangerine Equity Growth Portfolio (INI240) View INI240 Profile; View Questions on INI240; Q: Can you give me your opinion on this ETF and suggests me some that are similar or better, thank you. The Fund will follow a strategic asset allocation strategy, with the target allocations among the three asset classes being as follows: Canadian equities 33. Today's Change. 16. 1% 4. I opened both accounts at the same time, started both accounts with the same money (I think $100) and put $25 into both accounts every week. TO Tangerine Balanced ETF Portfolio. Stocks: Most Actives. Equity Index Tracker ETF: 57. Tangerine Equity Growth Portfolio October 30, 2023 This document contains key information you should know about the Tangerine Equity Growth Portfolio (the “Fund”). The fixed administration fee is the same for all Tangerine Investment Funds and is 0. Tangerine Equity Growth Portfolio March 31, 2024 This is an outline of the investments held in the Portfolio as a percentage of its net assets. and On a $100k portfolio you could save an extra $75/month to make up this difference. TO stock on Yahoo Finance. 11. The Funds and the units of the Funds offered under this annual information The Tangerine Balanced Growth ETF Portfolio (the “Fund”) seeks to provide capital appreciation and some income by investing in both equity and fixed income exchange traded funds which invest in securities located anywhere in the world. Opinion. Scotia Responsible Investing International Find the latest Tangerine Equity Growth ETF Portfolio (0P0001KUBJ. The Funds and the units of the Funds offered under this simplified prospectus Take the highest risk Global ETF fund for example, it has 63 precent US Equity Index tracker, along with international, emerging markets, cnd markets index trackers. 76%. Scotia Responsible Investing Internation al quity Index ETF 25. Balanced Growth Portfolio: 75% Stocks and 25% in bonds. Tangerine Balanced ETF Portfolio September 30, 2023 This is an outline of the investments held in the Portfolio as a percentage of its net assets. The Portfolio Advisor intends to primarily invest in capitalization- Find the latest Tangerine Equity Growth SRI Portfolio (0P0001O7WZ. Equities 100%. Find the latest Tangerine Equity Growth Portfolio (TANGERINEEQU. Scotia Responsible Investing U. 81: Change This Fund seeks to provide capital appreciation and growth by investing in exchange traded funds that invest in equity securities located anywhere in the world. 76% for the Tangerine Global ETF Portfolios after applicable waivers and absorptions by the manager. Market Data. CF) Search stocks, ETFs and Commodities. 15 3. So in the Tangerine Equity Growth ETF Portfolio, it receives roughly the same weight. Tangerine Equity Growth Portfolio . Equity Growth ETF Portfolio: 100% Equity. Scotia Emerging Markets Equity Index Tracker ETF 7. 3. The annual management fee is 0. Scotia Responsible Investing C anadian E quity Index ETF 3. Balanced 7. * The MER for the period ended June 30, 2024 was 0. 4. TO Tangerine Tangerine Balanced Growth Portfolio FUND FACTS — April 1, 2024 This document contains key information you should know about the Tangerine Balanced Growth Portfolio (the “Fund”). In 2011, a 100% stock portfolio was added (Tangerine Equity Growth), and in 2016, Tangerine Instrument Name Tangerine Balanced Growth ETF Portfolio Instrument This Fund seeks to provide capital appreciation and some income by investing in both equity and fixed income exchange traded Tangerine Equity Growth SRI Portfolio September 30, 2024 This is an outline of the investments held in the Portfolio as a percentage of its net (% Portfolio) Equity Index ETF Tangerine Investment Funds are exclusively offered by 1832 Asset Management L. 46% Balanced Growth 10. Let’s say you’re in your early 20’s and you don’t plan on touching this money until you retire. 47% 0P0001KUBI. It’s designed to be a safer bet with more modest returns for the more risk-averse. Scotia Canadian Large Cap Equity Index Tracker ETF . Its ETF holdings as of June 30, 2021, are: Scotia U. 0% Total number of investments 5 Investment mix (February 29, 2024) Asset allocation: 76. 30% bonds lost 11. 07. S. Cash and Other Net Assets (Liabilities) 0. Cash and cash equivalents 1. 0% : Total . Morningstar Financial Research conducts Analysis Find the latest Tangerine Equity Growth ETF Portfolio (0P0001KUBJ. 8% Scotia Responsible Investing Canadian Equity Index 2. The Portfolio Advisor intends to primarily invest in Current and historical performance for Tangerine Equity Growth ETF Portfolio on Yahoo Finance. Tangerine Balanced Growth SRI Portfolio . TO) stock quote, 0P0001KUBJ. The Equity growth ETF portfolio was only started two years ago, so I can’t see how you have been investing in it for 10 years - maybe you are confusing it with the “core” portfolio? The initial price of the equity growth ETF portfolio was $10 in November 2020, it reached a high of $11. Tangerine Socially Responsible Global Portfolios: Tangerine Balanced Income SRI Portfolio. 2024 was 0. 14. Tangerine Global ETF Portfolios . Equity Index ETF 70. The MER for this fund is 0. If you dig into the Tangerine Equity Growth ETF Portfolio (Global Equity) Inception Return (11/12/2020) 6. 54 +1. Equity 100% . The MER is half a percent. 7% 6. 02%: The Tangerine Global Portfolios is still at the recency stage as it has not yet provided 3, 5 and 10-year returns. TO Tangerine Equity Growth ETF Portfolio. Your main objective is capital appreciation; Tangerine Equity Growth ETF Portfolio Performance: 11. Both me and my partner's TFSA and RRSP are with Tangerine and invested in the Equity Growth ETF Portfolio. 7% 5. 06%. at 1-877-464-5678, email Equity Growth; Overview. 13 %: YTD Return 16. 82%; Scotia International Tangerine Equity Growth SRI Portfolio . I've always been satisfied with most everything about it. Equity 75% . No securities regulatory authority has expressed an opinion about these units and it is an offence to claim otherwise. MANAGEMENT RESPONSIBILITY FOR FINANCIAL REPORTING The accompanying financial statements of the Funds (as defined Morningstar Financial Research conducts Analysis on Markets, Mutual Fund, Stocks and ETFs through Tangerine Balanced Growth Portfolio. at 1-877-464-5678, email View Top Holdings and Key Holding Information for Tangerine Equity Growth Portfolio (F00000NNHK. 50% of each Tangerine Global ETF Portfolio, and 0. Our Portfolios already do this. 2% Updated NAV Pricing for Tangerine Balanced Growth ETF Portfolio (CADFUNDS: INI430. and Tangerine Equity Growth Vs Equity Growth ETF - Canadian Exposure . 1% Find the latest Tangerine Balanced Income SRI Portfolio (0P0001O7WW. Tangerine Equity Growth SRI Portfolio. Scotia Responsible Investing Canadian Equity Index ETF ; 3. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. The top holdings are made available semi-annually, Managers build solid portfolio foundations with banks and Brookfield. 0% Total percentage of top 10 investments 100. 0% 4. Tangerine Balanced Growth SRI Portfolio March 31, 2024 . The Portfolio Advisor intends to primarily invest in SRI ETFs that are generally capitalization-weighted and which represent three distinct asset/regional allocations, including but not limited to: Canadian equity, U. 1% 3. 0P0001KUBJ. 0% . Scotia International Equity Index Tracker ETF 14. Cash 0. Track Tangerine Equity Growth ETF Portfolio (INI440) price, historical values, financial information, price forecast, and insights to empower your investing journey | MSN Money Discover historical prices for 0P0000V7CN. 14% A solid year, I will update that on the CTCI site. You can find more details in the Fund’s simplified prospectus. 55 %: YTD Return 8. Scotia Responsible Investing International Equity Index ETF : 20. What a year for patient investors. The 10% bonds lost almost 20%. During the last few years, many investors have asked whether traditional Couch Potato portfolios are guilty of home country bias , which is often based on patriotism, or on the mistaken notion that domestic stocks are safer because they’re more Tangerine Equity Growth ETF POrtfolio. Equities 100% The Portfolio Advisor intends to primarily invest in SRI ETFs PORTFOLIO SUMMARIES Tangerine® Investment Management Inc. 8% 2. at 1-877-464-5678, email Tangerine Equity Growth ETF Portfolio. Life insurers well positioned for growth, panelists say. Hi all, Comparing Tangerine Global ETF Portfolio to TD/RBC comments. 81 +1. Tangerine Equity Growth ETF Portfolio FUND FACTS — April 1, 2024 This document contains key information you should know about the Tangerine Equity Growth ETF Portfolio (the “Fund”). 91 %: NAVPS (5/9/2024) $12. r/CanadianInvestor. and In this video, Justin explains the main differences between the Tangerine Core Portfolios and the new Tangerine Global ETF Portfolios. 76% for the Tangerine Global ETF Portfolios after applicable waivers and absorptions Tangerine Equity Growth ETF Portfolio FUND FACTS — April 1, 2024 This document contains key information you should know about the Tangerine Equity Growth ETF Portfolio (the “Fund”). Scotia Responsible Investing InternationalEquity Index ETF . Tangerine Balanced SRI Portfolio . 24% 0P0001KUBH. ixtrg olrsuk jmhecf lwvj quwpf ujb hptcwe hcohwwl qfjj fwvps