5655.0 - Managed Funds, Australia, Mar 2018  
Latest ISSUE Released at 11:30 AM (CANBERRA TIME) 07/06/2018   
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MARCH KEY FIGURES

Dec Qtr 2017
Mar Qtr 2018
$m
$m

Total managed funds industry
3 397 633
3 412 596
Consolidated assets total managed funds institutions
2 753 147
2 761 645
Cross invested assets between managed funds institutions
563 555
556 014
Unconsolidated assets total managed funds institutions
3 316 702
3 317 658
Life insurance corporations
241 709
238 637
Superannuation (pension) funds
2 657 437
2 663 512
Public offer (retail) unit trusts
363 822
361 689
All other managed funds institutions
53 734
53 821

Managed Funds
Graph: Managed Funds

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



MARCH KEY POINTS


TOTAL MANAGED FUNDS INDUSTRY
  • At 31 March 2018, the managed funds industry had $3,412.6b funds under management, an increase of $15.0b (0.4%) on the December quarter 2017 figure of $3,397.6b.
  • The main valuation effects that occurred during the March quarter 2018 were as follows: the S&P/ASX 200 decreased 5.0%; the price of foreign shares, as represented by the MSCI World Index excluding Australia, decreased 1.6%; and the A$ depreciated 1.7% against the US$.


CONSOLIDATED ASSETS OF MANAGED FUNDS INSTITUTIONS
  • At 31 March 2018, the consolidated assets of managed funds institutions were $2,761.6b, an increase of $8.5b (0.3%) on the December quarter 2017 figure of $2,753.1b.
  • The asset types that increased were overseas assets, $21.2b (4.7%); derivatives, $3.3b (11.5%); land, buildings and equipment, $2.5b (0.8%); bonds, etc., $1.5b (1.7%); and other non-financial assets, $0.8b (7.4%). These were partially offset by decreases in shares, $18.4b (3.6%); deposits, $1.7b (0.6%); units in trusts, $0.6b (0.1%); loans and placements, $0.2b (0.4%); and short term securities, $0.1b (0.1%). Other financial assets were flat.


CROSS INVESTED ASSETS
  • At 31 March 2018, there were $556.0b of assets cross invested between managed funds institutions.


UNCONSOLIDATED ASSETS
  • At 31 March 2018, the unconsolidated assets of superannuation (pension) funds increased $6.1b (0.2%) and cash management trusts increased $0.3b (1.0%). Life insurance corporations decreased $3.1b (1.3%); public offer (retail) unit trusts decreased $2.1b (0.6%); common funds decreased $0.2b (1.6%) and friendly societies decreased $0.1b (1.1%).


NOTES

FORTHCOMING ISSUES

ISSUE (QUARTER) Release Date
June 2018 6 September 2018
September 2018 29 November 2018
December 2018 7 March 2019
March 2019 6 June 2019


REVISIONS

There have been revisions as a result of the receipt of revised administrative data, survey data, the inclusion of new survey respondents.
  • Table 3 Life insurance corporations - revised back to the June quarter 2017.
  • Table 4 Superannuation (pension) funds - revised back to the September quarter 2016.
  • Table 5 Public offer (retail) unit trusts - revised back to the June quarter 2014.
  • Table 6 Friendly Societies - no revisions.
  • Table 7 Common funds - no revisions.
  • Table 8 Cash management trusts - revised back to the December quarter 2017.
  • Table 9 Resident Investment Managers - revised back to the June quarter 2016.


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INQUIRIES

For further information about these and related statistics, contact the National Information and Referral Service on 1300 135 070.