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Tangerine Balanced Portfolio

INI220
14.69
+0.04
+0.27%
2018-06-20
5 Years
  • Previous Close

    14.65

  • Net Assets

    1.32B

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    -

  • Category

    Global Neutral Balanced

  • Morningstar Risk

    Above Average

  • Morningstar Rating ★★★★
Profile

Name of Issuer

Tangerine Investment Management Inc

Fund Style

Open

Fund Manager

Not Disclosed

Investment Style

Large Blend

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.

Purchase Information

Initial Purchase 0
Initial Purchase: IRA NA
Initial Purchase: AIP NA

Inception

2008-01-02

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