Investor Presentaiton
Expectations | Market Rate of Return: Manitobans are more likely to
expect "unreasonable" returns in 2020 (36%) than in previous years
Q
What do you think is the annual rate of return today on the average investment portfolio?
[asked of all respondents; open-ended; national n=5,000, Manitoba n=500]
Manitoba
Average Expected Rate of Return
National
83
0%
Less than 1%
1%
1%
1%
1% to less than 2%
1%
2%
4%
2% to less than 3%
1%
5%
4%
3% to less than 4%
4%
2%
3%
4% to less than 5%
3%
9%
8%
5% to less than 6%
5%
6%
8%
6% to less than 7.5%
5%
7%
7%
7.5% to 10%
7%
2%
10%
more than 10%
8%
9%
Don't know
"Reasonable" rate of
return of (4% or less)
2020: 9%
2017: 7%
2012: 10%
National
"Reasonable" rate of
return of (4% or less)
2020: 10%
2017:9%
2012: 12%
Manitoba
"Unreasonable" rate of
return (more than 4%)
2020: 36%
National
"Unreasonable" rate of
return (more than 4%)
2020: 37%
2017: 28%
2012: 33%
2020
55%
2017
65%
58%
2012
2017: 31%
2012: 29%
•
2020: mean 9.83%, median 6.00%
.
·
2017: mean 9.42%, median 6.00%
2012: mean 7.89%, median 5.00%
Manitoba
• 2020: mean 8.92%, median 6.00%
• 2017: mean 10.01%, median 7.00%
• 2012: mean 7.33%, median 5.00%
[Those who say "don't know" are not included in
this calculation]
Note: 2017 national n=5,000, MB n=500; INNOVATIVE
2012 national n=5,198, MB n=218
RESEARCH GROUPView entire presentation