Investor Presentaiton
Expectations | Market Rate of Return: Older, middle income, and
84
higher knowledge Manitobans more likely to expect 'reasonable' returns
Q
What do you think is the annual rate of return today on the average investment portfolio? by key segments
[asked of all respondents; open-ended; Manitoba n=500]
% With "reasonable" expectation <4% (Overall 9%)
Age
Investor Segments
18-34
7%
35-54
7%
No savings
Savings, non-investor
Non-frequent investor
6%
10%
10%
55+
13%
Frequent investor
7%
Investment Knowledge
Gender
Low
6%
Men
7%
Medium
13%
High
12%
Women
11%
Adviser Segments
Education
Non-investor
9%
High school or less
DIY investor
8%
7%
Advised investor
9%
College
11%
Manitoba Region
University
9%
Winnipeg
11%
South/West
6%
Household Income
Central/North
8%
<$40k
7%
Winnipeg Region
Central/North
12%
$40k-$80k
13%
East
10%
$80k+
6%
South/West
11%View entire presentation