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5655.0 - Managed Funds, Australia, Jun 2010  
Previous ISSUE Released at 11:30 AM (CANBERRA TIME) 26/08/2010   
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JUNE KEY FIGURES

Jun Qtr 2009
Mar Qtr 2010
Jun Qtr 2010
CONSOLIDATED ASSETS
$m
$m
$m

Superannuation funds
747 111
885 600
872 195
Public unit trusts
249 221
262 263
255 968
Life insurance offices(a)
162 652
181 819
177 349
All other managed funds
54 657
46 129
45 736
Total
1 213 642
1 375 811
1 351 248

(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




JUNE KEY POINTS


CONSOLIDATED ASSETS
  • At 30 June 2010, total consolidated assets of managed funds institutions was $1,351.2b, a decrease of $24.6b (2%) on the March quarter 2010 figure of $1,375.8b.
  • Consolidated assets of superannuation funds decreased $13.4b (2%); public unit trusts decreased $6.3b (2%); life insurance offices decreased by $4.5b (2%); cash management trusts decreased $0.3b (1%); and common funds decreased $0.1b (2%). Consolidated assets of friendly societies remained virtually the same.
  • The asset types to decrease during the quarter were equities and units in trusts, $35.4b (7%); assets overseas, $6.5b (3%); loans and placements, $0.7b (2%); and land and buildings, $0.2b (0.1%). These were offset by increases in cash and deposits, $11.5b (7%); long term securities, $2.5b (3%); short term securities, $0.6b (1%); and other assets, $3.7b (7%). The main valuation effects that occurred during the June 2010 quarter were: the S&P/ASX 200 decreased 11.8%, the price of foreign shares (represented by the MSCI World Index) decreased 12.5% and the A$ depreciated 6.9% against the US$.
  • At 30 June 2010, investment managers had $1,119.9b in funds under management, down $34.2b (3%) on the March quarter 2010 figure of $1,154.0b. They managed $757.3b (56%) of the consolidated assets of managed funds institutions.


NOTES

FORTHCOMING ISSUES

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



REVISIONS IN THIS ISSUE

There have been revisions in some series as a result of the receipt of revised administrative data and revised survey data. Superannuation and investment manager data have been revised back to June quarter 2006.


UPCOMING CHANGES

The format of, and data within, this publication will change with the September quarter 2010 issue. This will impact the time series. The changes result from the incorporation of revised international standards. Information on these changes, including a partial time series on the new basis, will be published in Information paper: Changes to Managed Funds, Australia to incorporate revised international standards (cat. no. 5655.0.55.002) in early October 2010. For further information on the specific issues involved please contact Judy Sykes on 02 6252 5222 or alternatively judy.sykes@abs.gov.au.


INQUIRIES

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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