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5655.0 - Managed Funds, Australia, Sep 2009  
Previous ISSUE Released at 11:30 AM (CANBERRA TIME) 26/11/2009   
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Sep Qtr 2008
Jun Qtr 2009
Sep Qtr 2009

Superannuation funds
769 587
741 397
814 403
Public unit trusts
268 842
249 221
257 681
Life insurance offices(a)
179 913
162 712
178 087
All other managed funds
60 835
54 657
53 191
1 279 177
1 207 987
1 303 362

(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



  • At 30 September 2009, total consolidated assets of managed funds institutions was $1303.4b, an increase of $95.4b (8%) on the revised June quarter 2009 figure of $1,208.0b.
  • Consolidated assets of superannuation funds increased by $73.0b (10%); life insurance offices increased by $15.4b (9%); public unit trusts increased by $8.5b (3%); common funds increased by $0.2b (3%); cash management trusts decreased by $1.6b (4%); and friendly societies fell marginally.
  • The major asset movements for the quarter were equities and units in trusts, up $76.1b (18%); assets overseas, up $14.5b (7%); long term securities, up $7.8b (11%) and other assets, down $2.2b (4%). Short term securities and loans and placements decreased $1.4b (1%) and $0.4b (1%) respectively. Movements of less than 1% were experienced by land and buildings and cash and deposits. The main valuation effects that occurred during the September 2009 quarter were as follows: the S&P/ASX 200 increased by 19.9%, the price of foreign shares (represented by the MSCI World Index) increased 16.9% and the A$ appreciated against the US$ by 8.5%.
  • At 30 September 2009, investment managers had $1,109.4b in funds under management, up $84.8b (8%) on the revised June quarter 2009 figure of $1024.6b. They managed $749.0b (57%) of the consolidated assets of managed funds institutions.



ISSUE (QUARTER) Release Date
December 2009 25 February 2010
March 2010 27 May 2010
June 2010 26 August 2010
September 2010 25 November 2010


There have been revisions in some series as a result of the receipt of revised administrative data and revised survey data. Specifically, superannuation data and investment manager data have been revised back to September 2005.


In the June quarter 2009 the ABS introduced updated forms for the Survey of Financial Information which is the primary source of data for this publication. The updates have occurred because of a revision to international standards to reflect the changes that have occurred in the financial system during the past 10 years. As a result of these changes several series in Tables 9 through 19 are only available up to March quarter 2009. For further information on the specific series involved please contact Judy Sykes on 02 6252 5222 or alternatively


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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