Aside from the expectations noted by investors in 2018, the average annual expected return on investment portfolios has increased year on year. 2022 has been the most optimistic year so far, with survey respondents projecting an average return of roughly 11.4 percent.
Average annual return expectation from investment portfolios worldwide from 2017 to 2022
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Other statistics that may interest you Investment behavior worldwide
Overview
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- Premium Statistic Top financial trends forecast for 2023 by asset managers and investors worldwide 2022
- Premium Statistic Investment goal for retail investors worldwide 2018-2022
- Premium Statistic Share of millennials with stock investments in the U.S. 2022
- Premium Statistic Gen Z and millennial investment preferences in the U.S. 2022
Expectations
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- Premium Statistic Average return expectation from investment portfolios worldwide 2017-2022
- Premium Statistic Performance expectations of institutional investors worldwide 2022, by sector
- Premium Statistic Expected influence on investment performance worldwide 2020-2022, by type of event
- Premium Statistic Trust level of global investors in financial services 2018-2022
- Premium Statistic Investors portfolio performance expectations year to date worldwide 2022
- Premium Statistic Asset performance vs expectations worldwide 2022
Source of advice
4
- Premium Statistic Stakeholders responsible for providing personal financial knowledge worldwide 2022
- Premium Statistic Share of investors who are personally confident in making investment decisions 2022
- Premium Statistic Top drivers leading investors to non-traditional media sources 2022
- Premium Statistic Trust in information sources among investors worldwide 2022
Investment type
4
- Premium Statistic Interest in investing in new products among retail investors worldwide 2021
- Premium Statistic Share of investors to increase allocation to alternative investments worldwide 2022
- Premium Statistic Popular investments products by millennials and Gen Z In in the U.S. 2022
- Premium Statistic Percentage of individuals less attracted to investments due to global inflation 2022
Responsible investing
7
- Premium Statistic Top factors leading to an increase in sustainability investment worldwide 2022
- Premium Statistic Top barriers of sustainable investments for retail investors globally 2022
- Premium Statistic Methods used to incorporate SDG into the investment process in Europe 2022
- Premium Statistic Top ESG impacts investors aim to make worldwide 2022
- Premium Statistic Leading sustainable debt products actively invested in by global investors 2022
- Premium Statistic Share of investors that view ESG as integral in credit analysis worldwide 2022
- Premium Statistic Share of investors who believe investing can lead to sustainable change 2022
Technology use
6
- Premium Statistic Preference of humans vs. robo-advisors for retail investment advice worldwide 2021
- Premium Statistic Retail investors' preference for technology and people worldwide 2021, by country
- Premium Statistic Investor interest in funds that primarily uses AI worldwide 2022
- Premium Statistic Institutional investors perceived impact of AI on investment outcomes 2021
- Premium Statistic Share of retail investors that would invest in a primarily AI managed fund 2020-2022
- Premium Statistic Trust rating of platforms from institutional investors in selected countries 2022
Further related statistics
18
- Italy: indebtedness of households 2017, by type
- De Rigo: return on investment (ROI) 2012-2021
- Investments among ultra high net worth households India - by type 2016
- De Rigo: return on equity (ROE) 2012-2021
- Return on investment of the leading animal feed producers in Italy 2015-2017
- Asset allocation of high net worth individuals in the U.S. 2009-2015
- Factors impacting the performance of investment portfolios in the U.S. 2019
- Mexican investors: most attractive countries for investment 2018
- Mexico: sources of information for investments 2018
- Average return expected by selected hedge fund investors globally 2015-2017
- Value of investment portfolio of Dutch individual investors, by size 2014-2016
- Changes HNW Millennials would make in their family portfolios in the U.S. 2016
- Italy: financial asset of Italian households 2017-2018, by type
- Large wealth management firms: number of portfolios in the UK 2013, by firm type
- Leading VCs in South Korea 2018, by invested companies
- Investment changes made or planned as a result COVID-19 in the U.S. 2020
- Investors willing to invest more after lifting of lockdown 2021, by risk level
- Value of KiwiSaver investment New Zealand 2021, by fund type
Further Content: You might find this interesting as well
Statistics
- Italy: indebtedness of households 2017, by type
- De Rigo: return on investment (ROI) 2012-2021
- Investments among ultra high net worth households India - by type 2016
- De Rigo: return on equity (ROE) 2012-2021
- Return on investment of the leading animal feed producers in Italy 2015-2017
- Asset allocation of high net worth individuals in the U.S. 2009-2015
- Factors impacting the performance of investment portfolios in the U.S. 2019
- Mexican investors: most attractive countries for investment 2018
- Mexico: sources of information for investments 2018
- Average return expected by selected hedge fund investors globally 2015-2017
- Value of investment portfolio of Dutch individual investors, by size 2014-2016
- Changes HNW Millennials would make in their family portfolios in the U.S. 2016
- Italy: financial asset of Italian households 2017-2018, by type
- Large wealth management firms: number of portfolios in the UK 2013, by firm type
- Leading VCs in South Korea 2018, by invested companies
- Investment changes made or planned as a result COVID-19 in the U.S. 2020
- Investors willing to invest more after lifting of lockdown 2021, by risk level
- Value of KiwiSaver investment New Zealand 2021, by fund type
Schroders. (August 1, 2022). Average annual return expectation from investment portfolios worldwide from 2017 to 2022 [Graph]. In Statista. Retrieved September 26, 2023, from https://www.statista.com/statistics/741342/average-return-expectation-from-investment-portfolios-worldwide/
Schroders. "Average annual return expectation from investment portfolios worldwide from 2017 to 2022." Chart. August 1, 2022. Statista. Accessed September 26, 2023. https://www.statista.com/statistics/741342/average-return-expectation-from-investment-portfolios-worldwide/
Schroders. (2022). Average annual return expectation from investment portfolios worldwide from 2017 to 2022. Statista. Statista Inc.. Accessed: September 26, 2023. https://www.statista.com/statistics/741342/average-return-expectation-from-investment-portfolios-worldwide/
Schroders. "Average Annual Return Expectation from Investment Portfolios Worldwide from 2017 to 2022." Statista, Statista Inc., 1 Aug 2022, https://www.statista.com/statistics/741342/average-return-expectation-from-investment-portfolios-worldwide/
Schroders, Average annual return expectation from investment portfolios worldwide from 2017 to 2022 Statista, https://www.statista.com/statistics/741342/average-return-expectation-from-investment-portfolios-worldwide/ (last visited September 26, 2023)
Average annual return expectation from investment portfolios worldwide from 2017 to 2022 [Graph], Schroders, August 1, 2022. [Online]. Available: https://www.statista.com/statistics/741342/average-return-expectation-from-investment-portfolios-worldwide/