Investment Fraud Awareness slide image

Investment Fraud Awareness

Expectations | Market Rate of Return: 4-in-10 (38%) savers and investors give an "unreasonable" rate of return on the avg portfolio Q What do you think is the annual rate of return today on the average investment portfolio? [asked of all respondents; shown among savers/investors only; open-ended; national n=3,784, Manitoba n=398] Less than 1% 0% 1% 1% 0% 1% to less than 2% 1% 3% 5% 2% to less than 3% 2% 5% 4% 3% to less than 4% 5% 2% 3% 4% to less than 5% 4% 10% 9% 5% to less than 6% 7% 7% 9% 6% to less than 7.5% 5% 9% 8% 7.5% to 10% 9% 2% 9% more than 10% 7% 6% Among savers and investors only Manitoba "Reasonable" rate of return of (4% or less) 2020: 10% 2017: 9% 2012: 11% National "Reasonable" rate of return of (4% or less) 2020: 11% 2017: 10% 2012: 14% Manitoba "Unreasonable" rate of return (more than 4%) 2020: 38% National "Unreasonable" rate of return (more than 4%) 2020: 41% 2017: 32% 2012: 33% 2017: 36% 2012: 32% Average Expected Rate of Return National • 2020: mean 9.23%, median 6.00% • 2017: mean 9.02%, median 6.00% • 2012: mean 7.20%, median 5.00% Manitoba • 2020: mean 8.30%, median 6.00% • 2017: mean 9.03%, median 6.00% • 2012: mean 6.38%, median 5.00% [Those who say "don't know" are not included in this calculation] 85 Don't know 2020 52% 2017 59% 56% 2012 Note: 2017 national n=3,453, MB n=362; 2012 national n=3,749, MB n=165 INNOVATIVE RESEARCH GROUP
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