Investment Fraud Awareness slide image

Investment Fraud Awareness

Expectations | Own Investment Portfolio Return: Half (48%) of investors think their portfolio returns more than 4% a year Q What do you think is the annual rate of return today on your investment portfolio? [asked of investors only; open-ended; national n=2,314, Manitoba n=225] 2% Less than 1% 0% 3% 1% 1% to less than 2% 1% 1% 5% 2% to less than 3% 3% 5% 4% 3% to less than 4% 5% 8% 8% 4% to less than 5% 3% 7% 7% 5% to less than 6% 9% 8% 12% 6% to less than 7.5% 7% 10% 9% 7.5% to 10% 9% 2% 12% more than 10% 13% 7% Don't know Manitoba Among investors only "Reasonable" rate of return of (4% or less) 2020: 13% 2017: 9% 2012: 16% National "Reasonable" rate of return of (4% or less) 2020: 12% 2017: 12% 2012: 16% Manitoba "Unreasonable" rate of return (more than 4%) 2020: 48% National "Unreasonable" rate of return (more than 4%) 2020: 49% 2017: 41% 2012: 36% 2017: 43% 2012: 39% Average Expected Rate of Return National • 2020: mean 9.80%, median 7.00% • 2017: mean 10.04%, median 6.00% • 2012: mean 7.85%, median 5.00% Manitoba • 2020: mean 8.49%, median 6.00% • 2017: mean 11.50%, median 7.00% • 2012: mean 6.25%, median 5.00% [Those who say "don't know" are not included in this calculation] 2020 2017 39% 50% 2012 49% Note: 2017 national n=2,364, MB n=221; 2012 national n=2,873, MB n=125 86 INNOVATIVE RESEARCH GROUP
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