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5655.0 - Managed Funds, Australia, March 2011  
Previous ISSUE Released at 11:30 AM (CANBERRA TIME) 26/05/2011   
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Dec Qtr 2010
Mar Qtr 2011

Total managed funds industry
1 790 408
1 829 055
Consolidated assets total managed funds institutions
1 420 325
1 452 483
Cross invested assets between managed funds institutions
414 091
423 041
Unconsolidated assets total managed funds institutions
1 834 416
1 875 524
Life insurance corporations
232 710
239 405
Superannuation (pension) funds
1 273 793
1 314 493
Public offer (retail) unit trusts
287 683
283 346
All other managed funds institutions
40 230
38 280

Managed Funds
Graph: Managed Funds

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



  • As at 31 March 2011 the managed funds industry had $1,829.1b funds under management, an increase of $38.6b (2%) on the December quarter 2010 figure of $1,790.4b. This increase was driven primarily by the increase in consolidated assets of managed funds institutions of $32.2b.
  • The main valuation effects that occurred during the March quarter 2011 were as follows: the S&P/ASX 200 increased 2.0%, the price of foreign shares (represented by the MSCI World Index) increased 4.3% and the A$ appreciated 1.7% against the US$.

  • As at 31 March 2011 the consolidated assets of managed funds institutions was $1,452.5b, an increase of $32.2b (2%) on the December quarter 2010 figure of $1,420.3b.
  • The asset types to increase during the quarter were: shares, $23.5b (6%); assets overseas, $9.3b (4%); deposits, $4.3b (2%); bonds, etc, $1.9b (2%); other financial assets, $1.1b (3%); units in trusts, $1.0b (1%); derivatives, $0.1b (5%) and land, buildings and equipment, $0.1b (0.1%). These were partially offset by decreases in short term securities, $4.8b (6%); loans and placements, $4.0b (10%) and other non-financial assets, $0.3b (2%).

  • As at 31 March 2011 there were $423.0b of assets cross invested between managed funds institutions.

  • Between the December quarter 2010 and March quarter 2011 the unconsolidated assets of superannuation (pension) funds increased $40.7b (3%); life insurance corporations increased $6.7b (3%); public offer (retail) trusts decreased $4.3b (2%); and cash management trusts decreased $1.9b (7%). Friendly societies and common funds remained virtually the same.



ISSUE (QUARTER) Release Date
June 2011 25 August 2011
September 2011 24 November 2011
December 2011 23 February 2012
March 2012 31 May 2012


In this issue revisions have been made to the estimates as a result of improved reporting of survey and administrative data. These revisions impact on:

  • Friendly societies for December 2010.
  • Life insurance corporations for September 2010 and December 2010; and
  • Superannuation (pension) funds, public offer (retail) unit trusts, cash management trusts and resident investment managers for the period September 2005 to December 2010.


For further information about these and related statistics, contact the National Information and Referral Service on 1300 135 070 or Joseph Madaffari on Canberra (02) 6252 5842.

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