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MARCH KEY FIGURES

		Dec Qtr 2013	Mar Qtr 2014
		$m	$m
Total managed funds industry		2 307 516	2 338 809
Consolidated assets total managed funds institutions		1 833 104	1 857 530
Cross invested assets between managed funds institutions		475 174	480 130
Unconsolidated assets total managed funds institutions		2 308 278	2 337 660
	Life insurance corporations	273 761	275 553
	Superannuation (pension) funds	1 706 115	1 731 041
	Public offer (retail) unit trusts	291 731	294 982
	All other managed funds institutions	36 671	36 083

Managed Funds

Unconsolidated Assets, by type of institution

• At 31 March 2014, the managed funds industry had $2,338.8b funds under management, an increase of $31.3b (1%) on the December quarter 2013 figure of $2,307.5b.
• The main valuation effects that occurred during the March quarter 2014 were as follows: the S&P/ASX 200 increased 0.8%; the price of foreign shares, as represented by the MSCI World Index excluding Australia, increased 0.6% and the A$ appreciated 3.1% against the US$.

• At 31 March 2014, the consolidated assets of managed funds institutions were $1,857.5b, an increase of $24.4b (1%) on the December quarter 2013 figure of $1,833.1b.
• The asset types that increased were shares, $8.7b (2%); deposits, $7.3b (3%); other financial assets, $3.2b (11%); short term securities, $1.6b (2%); loans and placements, $1.5b (3%); bonds, etc., $1.4b (2%); overseas assets, $0.8b (0%) and land, buildings and equipment, $0.5b (0%). These were partially offset by decreases in units in trusts, $0.3b (0%) and other non-financial assets, $0.2b (2%). Derivatives were flat.

• At 31 March 2014, there were $480.1b of assets cross invested between managed funds institutions.

• At 31 March 2014, the unconsolidated assets of superannuation (pension) funds increased $24.9b (1%), public offer (retail) unit trusts increased $3.3b (1%), life insurance corporations increased $1.8b (1%) and common funds increased $0.1b (1%). Cash management trusts decreased $0.7b (3%). Friendly societies were flat.

• Table 3 Life insurance corporations - revised back to December quarter 2013.
• Table 4 Superannuation (pension) funds - revised back to December quarter 2001.
• Table 5 Public offer (retail) unit trusts - revised back to September quarter 2005.
• Table 6 Friendly societies - no revisions.
• Table 7 Common funds - revised back to June quarter 2006.
• Table 8 Cash management trusts - revised back to June quarter 2013.
• Table 9 Resident investment managers - revised back to September quarter 2005.