Tangerine Equity Growth Portfolio (INI240)
37.87
-0.23
(-0.60%)
CAD |
Dec 05 2025
INI240 Asset Allocations & Exposures
Asset Allocation
As of June 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.40% |
| Stock | 99.06% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.10% |
| Other | 0.44% |
Market Capitalization
As of June 30, 2025
| Large | 85.67% |
| Mid | 12.49% |
| Small | 1.84% |
Region Exposure
| Americas | 66.66% |
|---|---|
|
North America
|
66.38% |
| Canada | 33.21% |
| United States | 33.17% |
|
Latin America
|
0.28% |
| Mexico | 0.01% |
As of June 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 21.62% |
|---|---|
| United Kingdom | 4.77% |
|
Europe Developed
|
16.26% |
| Austria | 0.12% |
| Belgium | 0.30% |
| Denmark | 0.70% |
| Finland | 0.34% |
| France | 2.89% |
| Germany | 3.12% |
| Ireland | 0.81% |
| Italy | 0.94% |
| Netherlands | 1.72% |
| Norway | 0.25% |
| Portugal | 0.06% |
| Spain | 0.95% |
| Sweden | 1.06% |
| Switzerland | 2.93% |
|
Europe Emerging
|
0.15% |
| Poland | 0.15% |
|
Africa And Middle East
|
0.44% |
| Israel | 0.43% |
| South Africa | 0.01% |
| Greater Asia | 11.51% |
|---|---|
| Japan | 7.77% |
|
Australasia
|
2.45% |
| Australia | 2.34% |
|
Asia Developed
|
1.25% |
| Hong Kong | 0.66% |
| Singapore | 0.58% |
|
Asia Emerging
|
0.03% |
| China | 0.03% |
| Unidentified Region | 0.21% |
|---|
Stock Sector Exposure
| Cyclical |
|
40.86% |
| Materials |
|
6.35% |
| Consumer Discretionary |
|
8.03% |
| Financials |
|
25.00% |
| Real Estate |
|
1.47% |
| Sensitive |
|
43.00% |
| Communication Services |
|
5.24% |
| Energy |
|
7.33% |
| Industrials |
|
12.70% |
| Information Technology |
|
17.72% |
| Defensive |
|
15.19% |
| Consumer Staples |
|
5.79% |
| Health Care |
|
6.66% |
| Utilities |
|
2.75% |
| Not Classified |
|
0.95% |
| Non Classified Equity |
|
0.95% |
| Not Classified - Non Equity |
|
0.00% |
As of June 30, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |