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5655.0 - Managed Funds, Australia, Jun 2013  
Previous ISSUE Released at 11:30 AM (CANBERRA TIME) 29/08/2013   
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JUNE KEY FIGURES

Mar Qtr 2013
Jun Qtr 2013
$m
$m

Total managed funds industry
2 097 043
2 130 392
Consolidated assets total managed funds institutions
1 667 669
1 698 926
Cross invested assets between managed funds institutions
425 353
429 350
Unconsolidated assets total managed funds institutions
2 093 022
2 128 275
Life insurance corporations
252 028
255 106
Superannuation (pension) funds
1 530 830
1 562 320
Public offer (retail) unit trusts
268 639
271 403
All other managed funds institutions
41 524
39 447


Managed Funds
Graph: Managed Funds

Unconsolidated Assets, by type of institution
Graph: Unconsolidated Assets, by type of institution




JUNE KEY POINTS


TOTAL MANAGED FUNDS INDUSTRY
  • At 30 June 2013, the managed funds industry had $2,130.4b funds under management, an increase of $33.3b (2%) on the March quarter 2013 figure of $2,097.0b.
  • The main valuation effects that occurred during the June quarter 2013 were as follows: the S&P/ASX 200 decreased 3.3%; the price of foreign shares, as represented by the MSCI World Index excluding Australia, increased 0.5%; and the A$ depreciated 11.0% against the US$.


CONSOLIDATED ASSETS OF MANAGED FUNDS INSTITUTIONS
  • At 30 June 2013, the consolidated assets of managed funds institutions were $1,698.9b, an increase of $31.3b (2%) on the March quarter 2013 figure of $1,667.7b.
  • The asset types that increased were overseas assets, $20.9b (7%); deposits, $7.6b (3%); other financial assets, $4.2b (14%); units in trusts, $3.6b (2%); land, buildings and equipment, $3.3b (2%); short term securities, $1.3b (1%); and derivatives, $0.3b (20%). These were partially offset by decreases in shares, $8.7b (2%); other non-financial assets, $0.6b (3%); and loans and placements, $0.6b (2%). Bonds, etc. were flat.


CROSS INVESTED ASSETS
  • At 30 June 2013, there were $429.4b of assets cross invested between managed funds institutions.


UNCONSOLIDATED ASSETS
  • At 30 June 2013, the unconsolidated assets of superannuation (pension) funds increased $31.5b (2%), life insurance corporations increased $3.1b (1%), public offer (retail) unit trusts increased $2.8b (1%), and common funds increased $0.1b (2%). Cash management trusts decreased $2.2b (8%). Friendly societies were flat.


NOTES

FORTHCOMING ISSUES

ISSUE (QUARTER) Release Date
September 2013 28 November 2013
December 2013 27 February 2014
March 2014 29 May 2014
June 2014 28 August 2014



REVISIONS

There have been revisions as a result of the receipt of revised administrative data, survey data and due to the inclusion of new survey respondents.
  • Life insurance corporations data was revised back to September quarter 2005.
  • Superannuation funds data was revised back to December quarter 2007.
  • Public offer (retail) unit trusts data was revised back to March quarter 2007.
  • Friendly societies data was revised back to June quarter 2008.
  • Common funds data was revised for March quarter 2013.
  • Cash management trusts data was revised back to September quarter 2008.
  • Investment managers data was revised back to December quarter 2007.


INQUIRIES

For further information about these and related statistics, contact the National Information and Referral Service on 1300 135 070 or Joan Zhang on Sydney (02) 9268 4812.


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