Your portfolio returns come from two sources:
- Price appreciation/depreciation of a security.
- Any dividend or income generated by a security.
The sum of these two sources is total return, and this is the single return number that's typically shown to you.
Your portfolio's long-term returns will depend on the risk level of the portfolio. Generally speaking, over the long term, taking more risk equates to higher returns. However, higher risk will also result in greater short-term portfolio fluctuations.
You can see the historical performance and more information about the OneVest Halal Portfolios here: OneVest Halal Portfolio Asset Class Holdings
Disclaimers:
*Manzil Invest is a strategic partnership between Manzil and OneVest Management Inc. OneVest offers wealth management products and services to Manzil customers. OneVest Management Inc. is a registered Portfolio Manager in each of the provinces and territories of Canada and as an Investment Fund Manager in the provinces of Alberta, Ontario, Newfoundland and Labrador, and Quebec. Assets in your OneVest accounts are held with various custodians, each registered as an investment dealer with the applicable securities regulators. All custodians are members of the Canadian Investment Regulatory Organization (“CIRO”) and the Canadian Investor Protection Fund (CIPF). OneVest is a wholly-owned subsidiary of OneVest Technologies Inc. All trademarks are the property of their respective owners. OneVest will determine what investments are suitable for you.
** This website is to be used for information purposes only and is not intended to provide any financial, legal, accounting, or tax advice. No securities regulatory authority has assessed the merits of these securities or the information contained on this website.
*** Your capital is at risk with any type of investment. The value of your portfolio can increase or decrease. Past performance is no guarantee of future results. An investment may be risky and may not be suitable for an investor's goals, objectives, and risk tolerance. The value of investments and the income derived from investments will fluctuate and can go down as well as up. A loss of principal may occur.
