Growth of $10,000

Fund Returns updated daily. Category and Index returns updated monthly.
Investment Objective and Strategy
This Fund seeks to provide income with some potential for capital appreciation by investing in both fixed income and equity securities based on a targeted allocation among four distinct asset classes: Canadian bonds, Canadian equities, U.S. equities and international equities. The Fund will invest primarily in Canadian bonds, with some exposure to global equities.

Category Medalists

Name Analyst Rating

Morningstar’s Take

Contact Information

Telephone 416-497-6204

Minimum Investments

Initial 0
Closed to All Investors No
Closed to New Investors No


Country Registered For Sale
Country Available For Sale

Advisor Information

Fund Inception 02/01/2008
Name of Issuer Tangerine Investment Management Inc.
Fund Advisor(s) Tangerine Investment Management Inc.
Subadvisor(s) State Street Global Advisors Ltd. (CAN)