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5655.0 - Managed Funds, Australia, Dec 2009  
Previous ISSUE Released at 11:30 AM (CANBERRA TIME) 25/02/2010   
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Dec Qtr 2008
Sep Qtr 2009
Dec Qtr 2009

Superannuation funds
700 081
815 039
846 163
Public unit trusts
255 757
257 681
259 385
Life insurance offices(a)
164 841
178 087
182 045
All other managed funds
58 985
53 191
47 912
1 179 663
1 303 997
1 335 505

(a) Investments by superannuation funds which are held and administered by life insurance offices are included under life insurance offices.
Note: See note on consolidation in Explanatory Notes, paragraph 11.

Consolidated Assets, Type of institution
Graph: Consolidated Assets, Type of institution

Consolidated Assets, Type of asset
Graph: Consolidated Assets, Type of asset



  • At 31 December 2009, total consolidated assets of managed funds institutions was $1,335.5b, an increase of $31.5b (2%) on the September quarter 2009 figure of $1,304.0b.
  • Consolidated assets of superannuation funds increased $31.1b (4%); life insurance offices increased $4.0b (2%); public unit trusts increased $1.7b (1%); friendly societies decreased $0.4b (11%); common funds decreased $0.1b (2%); and, cash management trusts decreased $4.7b (11%).
  • The asset types to increase for the quarter were equities and units in trusts, $19.9b (4%); assets overseas, $10.4b (5%); land and buildings, $3.9b (3%); and, long term securities, $3.4b (4%). The asset types to decrease were cash and deposits, $2.5b (2%); short term securities, $1.0b (1%); loans and placements, $1.0b (3%); and, other assets, $1.5b (3%). The main valuation effects that occurred during the December 2009 quarter were as follows: the S&P/ASX 200 increased 2.7%, the price of foreign shares (represented by the MSCI World Index) increased 4% and the A$ appreciated 1.9% against the US$.
  • At 31 December 2009, investment managers had $1,138.3b in funds under management, up $21.9b (2%) on the September quarter 2009 figure of $1,116.5b. They managed $767.8b (57%) of the consolidated assets of managed funds institutions.



ISSUE (QUARTER) Release Date
March 2010 27 May 2010
June 2010 26 August 2010
September 2010 25 November 2010
December 2011 24 February 2011


There have been revisions in some series as a result of the receipt of revised administrative data and revised survey data. Specifically, superannuation data and investment manager data have been revised back to December 2004.


From the March quarter 2010, the time series spreadsheets for Tables 9 through 19 will be released one week after the release of the publication (pdf file), due to confidentiality and quality assurance processes.


For further information about these and related statistics, contact the National Information and Referral Service on 1300 135 070 or Judy Sykes on Canberra (02) 6252 5222.

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