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
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INNOVATIVE
RESEARCH GROUPView entire presentation