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 GROUPView entire presentation