Global Investor Study 2020

How has Covid-19 impacted people's investment outlook?

The Covid-19 pandemic has changed the way people live their lives. But to what extent are people concerned about the long-term economic implications, and impact on their investments?

We surveyed over 23,000 people, from 32 locations around the world, about their behaviour and financial expectations for the year ahead.

The fallout from the Covid-19 pandemic caused people to make immediate changes to their investment portfolio


of people made changes to their portfolio when stock markets experienced periods of volatility in February and March 2020

Those who rate their investment knowledge as 'expert', or 'advanced', were more likely to have done so

Beginner / Rudimentary
Expert / Advanced

Even though short-term investment drops don't cause significant worry for most

How people describe their level of worry if their investments drop for a short period of time

The global pandemic means people are thinking about their investments more regularly

Think about their investments once a week

Think about their investments once a month

Think about their investments whenever they receive a statement from their investment provider

Rarely think about their investments

Never think about their investments

People expect there will be a lasting negative economic impact and have lowered their income expectations accordingly


The average length of time that people globally think the negative economic impact of the coronavirus (Covid-19) pandemic will last

People have lower income expectations than in previous years

What is the level of income people would like to receive

What is the level of income people expect to receive

And they desire a medium or high level of financial knowledge, perhaps in the face of economic uncertainty

How much knowledge would people like to have on personal financial matters?

No knowledge at all

A little knowledge

A medium level of knowledge

A high level of knowledge

There are clear opportunities for the state to improve their support in this space

Percentages show who people think should be responsible for providing financial knowledge vs what the source of this knowledge is in reality

Who respondents think should be responsible for ensuring financial knowledge

Primary source of financial knowledge

People themselves

Financial Providers

Independent financial advisers

Education School System

Government Regulator

Family members


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Important Information

Collective investment schemes are generally medium to long-term investments.

The value of participatory interests or the investment may go down as well as up.

Past performance is not necessarily a guide to future performance.

Collective investment schemes are traded at ruling prices and can engage in borrowing and scrip lending.

A schedule of fees and charges and maximum commissions is available on request from the manager

The manager does not provide any guarantee either with respect to the capital or the return of a portfolio

The performance is calculated for the portfolio. The individual investor performance may differ as a result of initial fees, the actual investment date, the date of reinvestment and dividend withholding tax. All fund performance data are on a NAV to NAV basis, net income reinvested and net of ongoing charges and transaction costs. Data is not available for the time periods with no % growth stated. In case a share class is created after the fund's launch date, a simulated past performance is used, based upon the performance of an existing share class within the fund, taking into account the difference in the ongoing charges and the portfolio transaction costs, and including the impact of any performance fees if applicable.

Annualised return is the weighted average compound growth rate over the period measured.