WebJan 7, 2024 · The Tangerine Equity Growth ETF Portfolio (INI440) has an MER of 0.76% and a medium-high risk rating. Its ETF holdings as of June 30, 2024, are: Scotia U.S. Equity Index Tracker ETF: 57.82%. Scotia International Equity Index Tracker: 25.03%. iShares Core MSCI Emerging Markets IMI Index ETF: 12.70%. WebAug 2, 2024 · Disadvantages of Tangerine Investment Funds. Cost: While the Tangerine investment funds are not ridiculously expensive at 1.06% (compared to an average of 1.98% for equity mutual funds), there are cheaper alternatives. For instance, the average robo-advisor fee is around 0.70% (including ETF fees).
Tangerine Balanced Growth ETF Portfolio (INI430) - YCharts
WebIf you have $10K or more, I'd say go with TD E-Series or ETFs, but if you have less than that, Tangerine is great for getting started. It's a very nice stepping stone to help you integrate investing into your financial plan. The 1.07% rate isn't ideal but it's very competetive for what you're getting and makes very little difference at low amounts. WebMay 2, 2024 · In case you’re curious, as of March 31, 201 the Tangerine Equity Growth ETF Portfolio had the following holdings: Scotia U.S.U S Equity Index Tracker ETF – 57.41% Scotia International Equity Index Tracker ETF – 26.40% iShares Core MSCI Emerging Markets IMI Index ETF – 13.03% Scotia Canadian Large Cap Equity Index Tracker ETF – … dialight stw5c2n
Tangerine Equity Growth Portfolio - MSN
WebJan 17, 2024 · The performance of the Tangerine Portfolios is simply affected by the risk levels. Total returns for 2024. 30% stocks / 70% bonds – 9.97%. 60% stocks / 40% bonds – 14.06%. 75% stocks / 25% bonds – 16.10%. 100% stocks – 19.42%. Obviously, Tangerine investors found nothing to complain about in 2024. The outlier is the Tangerine Dividend ... WebJun 29, 2024 · On June 30, 2024, Kate redeemed 200 units from XYZ Mutual Fund Trust at a price of $17.42 per unit, for a total of $3,484. Her redemption fees were $70. Kate records her redemption and her reinvested distributions, and she recalculates her adjusted cost base (ACB) for XYZ Mutual Fund Trust as shown in Chart 1. WebCALCULATION OF UNIT PRICE .....19 DIFFERENCES FROM INTERNATIONAL FINANCIAL REPORTING STANDARDS ... TANGERINE EQUITY GROWTH SRI PORTFOLIO .....86. 1 . INTRODUCTION This document contains selected important information to help you make an informed investment decision ... dialight stock price