Managed Funds, Australia

Latest release

Statistics on the assets and liabilities of financial institutions that pool funds for investment, classified by type of financial instrument

Reference period

December 2023

Released

7/03/2024

Next release Unknown

Release date and time

07/03/2024 11:30am AEDT

Key statistics

During the December 2023 quarter:

the total managed funds industry rose $176.6b (3.9%) to $4,751.5b funds under management
consolidated assets of managed funds institutions rose $152.1b (4.1%) to $3,883.7b
cross invested assets rose $24.5b (4.5%) to $568.2b
unconsolidated assets rose $176.6b (4.1%) to $4,451.9b.

Modernising the Managed Funds collections

Consultation with users and industry in late 2023 found that the Managed Funds publication and underlying collections no longer aligned with the way the industry operates and did not capture the full scope of activity. As a result, the Managed Funds publication was paused following the release of the December quarter 2023 issue.

Discussions with industry and government have identified continued demand for data on managed funds activity, including insights on interaction between the managed funds sector and superannuation.

The ABS is currently working with key stakeholders to improve the quality of our managed funds statistics, to design an improved collection for Australia’s National Accounts and to work towards reinstating the Managed Funds publication. Improvements will also aim to reduce provider burden and better align concepts and definitions with industry standards. An update on progress will be provided in December 2025.

Data quality note

The Managed Funds publication provides a view of Funds under management in the managed funds industry, based on ABS methodology and definitions. The managed funds industry has evolved significantly since the surveys and their related methodologies were last updated in 2010. Please exercise caution when interpreting these statistics. Please see the Managed Funds, Australia methodology page for more information.

Data from the existing collection continues to be used in the compilation of the National Accounts: Finance and Wealth (tables 9 and 23), Gross Domestic Product (GDP) and in measures of household income and wealth. In the National Accounts: Finance and Wealth publication, adjustments are made to these sectors to account for scope and coverage. Though some underlying quality issues remain, National Accounts: Finance and Wealth will continue to publish information on investment funds and can be used as an alternative source.

		Sep Qtr 2023 $m	Dec Qtr 2023 $m	Sep Qtr 2023 to Dec Qtr 2023 %
Total managed funds industry		4,574,873	4,751,503	3.9
Consolidated assets total managed funds institutions		3,731,578	3,883,663	4.1
Cross invested assets between managed funds institutions		543,663	568,196	4.5
Unconsolidated assets total managed funds institutions		4,275,241	4,451,858	4.1
	Life insurance corporations	119,873	121,146	1.1
	Superannuation (pension) funds	3,639,125	3,797,362	4.3
	Public offer (retail) unit trusts	469,028	485,357	3.5
	All other managed funds institutions	47,215	47,993	1.6

Managed funds industry

Managed funds industry - source of funds
	Resident Investment Managers; Sourced from Managed Funds Institutions ($b)	Resident Investment Managers; Sourced from Other Resident Sources ($b)	Resident Investment Managers; Sourced from Overseas ($b)	Managed Funds Institutions; Directly Invested or Placed with Non-Resident Investment Managers ($b)
Dec-18	1,390.374	598.511	118.563	1,302.476
Mar-19	1,479.357	648.206	125.565	1,354.387
Jun-19	1,539.308	664.096	135.885	1,396.906
Sep-19	1,582.981	673.65	146.771	1,424.836
Dec-19	1,619.898	686.262	162.865	1,443.766
Mar-20	1,507.574	625.813	161.338	1,390.335
Jun-20	1,503.737	652.18	165.831	1,474.232
Sep-20	1,528.298	657.232	169.124	1,463.751
Dec-20	1,626.478	685.27	177.62	1,514.778
Mar-21	1,675.163	700.089	186.851	1,561.582
Jun-21	1,774.834	764.028	198.449	1,628.564
Sep-21	1,812.154	746.066	212.732	1,661.397
Dec-21	1,854.986	753.837	196.343	1,707.064
Mar-22	1,836.436	731.947	172.648	1,700.583
Jun-22	1,741.692	670.452	175.39	1,676.504
Sep-22	1,750.194	663.561	171.05	1,682.623
Dec-22	1,817.907	679.664	168.329	1,696.621
Mar-23	1,895.226	689.794	176.007	1,730.505
Jun-23	1,913.591	691.97	173.355	1,787.927
Sep-23	1,922.867	688.166	167.29	1,796.55
Dec-23	2,074.071	710.119	170.105	1,797.208

Managed funds industry - source of funds

[" ","Resident Investment Managers; Sourced from Managed Funds Institutions","Resident Investment Managers; Sourced from Other Resident Sources","Resident Investment Managers; Sourced from Overseas","Managed Funds Institutions; Directly Invested or Placed with Non-Resident Investment Managers"]

[["Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20","Mar-21","Jun-21","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22","Mar-23","Jun-23","Sep-23","Dec-23"],[[1390.374],[1479.357],[1539.308],[1582.981],[1619.898],[1507.574],[1503.737],[1528.298],[1626.478],[1675.163],[1774.834],[1812.154],[1854.986],[1836.436],[1741.692],[1750.194],[1817.907],[1895.226],[1913.591],[1922.867],[2074.071]],[[598.511],[648.206],[664.096],[673.65],[686.262],[625.813],[652.18],[657.232],[685.27],[700.089],[764.028],[746.066],[753.837],[731.947],[670.452],[663.561],[679.664],[689.794],[691.97],[688.166],[710.119]],[[118.563],[125.565],[135.885],[146.771],[162.865],[161.338],[165.831],[169.124],[177.62],[186.851],[198.449],[212.732],[196.343],[172.648],[175.39],[171.05],[168.329],[176.007],[173.355],[167.29],[170.105]],[[1302.476],[1354.387],[1396.906],[1424.836],[1443.766],[1390.335],[1474.232],[1463.751],[1514.778],[1561.582],[1628.564],[1661.397],[1707.064],[1700.583],[1676.504],[1682.623],[1696.621],[1730.505],[1787.927],[1796.55],[1797.208]]]

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Resident investment managers' placements with other resident investment managers are deducted when deriving the size of the total managed funds industry.

Managed funds institutions' asset allocations - Proportion of consolidated funds under management - Selected assets
	Deposits (%)	Short term securities (%)	Bonds, etc. (%)	Shares (%)	Units in trusts (%)	Overseas assets (%)
Dec-08	11.2	6.4	5	18.2	23.4	15.9
Mar-09	11.3	6.5	5	18.4	22.8	15.3
Jun-09	11.7	6.6	4.4	19.8	23.1	14.5
Sep-09	10.9	6.2	4.5	21.8	23.9	14.2
Dec-09	10.6	5.7	4.3	22.2	24.6	14.3
Mar-10	10.5	5.3	4.2	22.6	24.8	14.5
Jun-10	10.9	5.4	4.4	21.5	24.2	14.5
Sep-10	11.1	4.7	4	22.3	25	14.1
Dec-10	10.9	4.5	3.7	22.8	25.4	13.9
Mar-11	10.8	4.3	3.6	23	25.6	14
Jun-11	11.7	4.1	3.6	21.9	25.2	13.8
Sep-11	12.5	4.4	3.7	20.4	24.6	14.1
Dec-11	12.4	4.6	3.6	20.7	24.6	13.9
Mar-12	12.4	4.4	3.6	21	24.6	14.1
Jun-12	13.8	4.4	3.7	19.9	24.4	13.7
Sep-12	13.8	4.2	3.8	19.7	24.8	14.1
Dec-12	13.2	4.1	3.7	20.2	25.4	14.1
Mar-13	12.8	3.9	3.5	20.8	25.8	14.2
Jun-13	13.2	3.7	3.3	19.7	26.1	15.1
Sep-13	12.8	3.7	3.3	20.5	26.5	14.9
Dec-13	12.5	3.4	3.3	20.6	26.9	15.8
Mar-14	12.5	3.4	3.3	20	27.1	15.6
Jun-14	12.1	3.4	3.3	19.8	27.8	15.7
Sep-14	12.1	3.4	3.2	19.4	28.4	16.2
Dec-14	11.7	3.5	3.3	19.3	28.5	17
Mar-15	11.2	3.4	3.2	19.7	28.7	17.3
Jun-15	11.3	3.4	3.3	18.8	28.2	17.3
Sep-15	11.3	3.6	3.4	18.1	28.7	17.4
Dec-15	11.1	3.6	3.3	18.2	28.8	17
Mar-16	11.1	3.7	3.3	17.9	28.7	16.7
Jun-16	11.2	3.7	3.3	18.1	28.4	16.8
Sep-16	10.1	3.4	3.2	17	27.3	16.5
Dec-16	9.6	3.3	3.2	17.5	27.7	16.7
Mar-17	9.6	3.3	2.9	17.6	27.5	16.8
Jun-17	9.8	3.5	2.9	16.7	27.2	17
Sep-17	9.4	3.6	2.9	16.7	27.2	17.8
Dec-17	8.9	3.2	3.1	17.4	27.6	18
Mar-18	8.7	3.2	3.1	16.7	27.5	18.8
Jun-18	8.7	3.1	3.2	17.5	27.4	18.4
Sep-18	8.6	3.1	3.2	17	27.7	18.7
Dec-18	8.8	3.2	3.5	16.2	27.5	18.4
Mar-19	8.5	3.2	3.5	16.6	27.5	18.9
Jun-19	8.5	3	3.6	16.9	27.5	19.4
Sep-19	8.4	2.7	3.7	16.9	27.5	19.9
Dec-19	8.1	2.9	3.8	16.7	27.1	20.5
Mar-20	9.7	3.1	3.7	13.6	25.7	21
Jun-20	9.6	3.3	3.7	15.6	25.5	20.3
Sep-20	9.3	3.2	3.7	15.7	26.1	20.3
Dec-20	8.4	3	3.7	17.3	26	20.7
Mar-21	8.2	2.8	3.6	17.7	25.9	21.5
Jun-21	7.9	2.3	3.5	18.4	25.9	22
Sep-21	7.5	2.2	3.4	18.3	25.9	22.5
Dec-21	7.1	2.2	3.2	18.5	25.6	22.9
Mar-22	7.2	2.3	3.3	19.2	25.2	22.1
Jun-22	8.2	2.3	3.4	17.6	24.8	21.9
Sep-22	8.1	2.4	3.5	17.8	24.6	21.7
Dec-22	8	2.3	3.6	18.7	24.7	21.6
Mar-23	8	2.3	3.9	18.4	24.5	22.4
Jun-23	8.1	2.1	4	18.2	24.2	23.3
Sep-23	8.3	2.2	4	18	23.9	23.1
Dec-23	8.1	2.1	4.1	18.6	23.3	23.7

Managed funds institutions' asset allocations - Proportion of consolidated funds under management - Selected assets

[" ","Deposits","Short term securities","Bonds, etc.","Shares","Units in trusts","Overseas assets"]

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Note: Hide/unhide series in the graph by clicking the legend above

Superannuation (pension) funds

Total unconsolidated assets of superannuation funds rose $158.2b (4.3%) to $3,797.4b during the December quarter.

Key movements were as follows:

assets overseas rose $52.5b (6.9%)
shares rose $44.9b (7.5%)
units in trusts rose $32.2b (2.6%)
derivatives rose $11.4b (23.8%)
bonds, etc. rose $10.0b (9.4%)

Total assets of superannuation (pension) funds; percentage growth
	Total assets of superannuation (pension) funds, percentage growth (%)
Dec-18	-4.3
Mar-19	5.9
Jun-19	3.8
Sep-19	2.7
Dec-19	1.7
Mar-20	-7.1
Jun-20	3.6
Sep-20	0.9
Dec-20	5.7
Mar-21	3.3
Jun-21	5.6
Sep-21	2.2
Dec-21	2.4
Mar-22	-1.1
Jun-22	-4.4
Sep-22	0.4
Dec-22	3.0
Mar-23	3.6
Jun-23	2.2
Sep-23	0.7
Dec-23	4.3

Total assets of superannuation (pension) funds; percentage growth

[" ","Total assets of superannuation (pension) funds, percentage growth"]

[["Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20","Mar-21","Jun-21","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22","Mar-23","Jun-23","Sep-23","Dec-23"],[[-4.3],[5.9],[3.8],[2.7],[1.7],[-7.1],[3.6],[0.9],[5.7],[3.3],[5.6],[2.2],[2.4],[-1.1],[-4.4],[0.4],[3],[3.6],[2.2],[0.7],[4.3]]]

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Public offer (retail) unit trusts

Total unconsolidated assets of public offer (retail) trusts rose $16.3b (3.5%) to $485.4b during the December quarter.

Key movements were as follows:

shares rose $6.6b (10.0%)
units in trusts rose $5.1b (4.7%)
assets overseas rose $4.5b (5.1%)
land, buildings and equipment fell $2.6b (-1.7%)
bonds, etc. rose $1.1b (7.5%)

Cross investment within public offer (retail) unit trusts rose $1.8b (4.2%) to $44.7b.

Total assets of public offer (retail) unit trusts; percentage growth
	Total assets of public offer (retail) unit trusts, percentage growth (%)
Dec-18	-2.8
Mar-19	3.3
Jun-19	1.4
Sep-19	2.4
Dec-19	3.3
Mar-20	-3.9
Jun-20	1.7
Sep-20	1.7
Dec-20	4.1
Mar-21	2.6
Jun-21	5.3
Sep-21	2.9
Dec-21	4.4
Mar-22	-3.3
Jun-22	-1.5
Sep-22	0.4
Dec-22	2.4
Mar-23	1.8
Jun-23	1.4
Sep-23	-2.0
Dec-23	3.5

Total assets of public offer (retail) unit trusts; percentage growth

[" ","Total assets of public offer (retail) unit trusts, percentage growth"]

[["Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20","Mar-21","Jun-21","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22","Mar-23","Jun-23","Sep-23","Dec-23"],[[-2.8],[3.3],[1.4],[2.4],[3.3],[-3.9],[1.7],[1.7],[4.1],[2.6],[5.3],[2.9],[4.4],[-3.3],[-1.5],[0.4],[2.4],[1.8],[1.4],[-2],[3.5]]]

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Other managed funds institutions

Life insurance

Total unconsolidated assets of life insurance corporations rose $1.3b (1.1%) to $121.1b during the December quarter.

Key movements were as follows:

units in trusts rose $1.5b (3.5%)
other financial assets fell $0.8b (-13.1%)
other non-financial assets fell $0.7b (-20.8%)
assets overseas rose $0.6b (3.3%)
shares rose $0.2b (2.0%)

Total assets of life insurance corporations; percentage growth
	Total assets of life insurance corporations, percentage growth (%)
Dec-18	-4.4
Mar-19	3.9
Jun-19	-13.4
Sep-19	-0.4
Dec-19	0.0
Mar-20	-9.0
Jun-20	-31.2
Sep-20	-1.1
Dec-20	0.9
Mar-21	-1.5
Jun-21	1.1
Sep-21	0.9
Dec-21	-1.9
Mar-22	-1.5
Jun-22	-4.6
Sep-22	-1.1
Dec-22	0.4
Mar-23	2.1
Jun-23	-0.9
Sep-23	-0.4
Dec-23	1.1

 Total assets of life insurance corporations; percentage growth

[" ","Total assets of life insurance corporations, percentage growth"]

[["Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20","Mar-21","Jun-21","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22","Mar-23","Jun-23","Sep-23","Dec-23"],[[-4.4],[3.9],[-13.4],[-0.4],[0],[-9],[-31.2],[-1.1],[0.9],[-1.5],[1.1],[0.9],[-1.9],[-1.5],[-4.6],[-1.1],[0.4],[2.1],[-0.9],[-0.4],[1.1]]]

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All other managed funds institutions

Total unconsolidated assets of:

friendly societies rose $0.5b (5.2%) to $10.0b
common funds rose $0.4b (3.3%) to $12.5b
cash management trusts fell $0.1b (-0.5%) to $25.5b.

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Time series spreadsheets

Data files

Table 1. Summary managed funds industry, consolidated assets, total funds under management at end of period
Download xlsx [51.95 KB]
Table 2. Summary managed funds institutions, assets at end of period
Download xlsx [74.78 KB]
Table 3. Life insurance offices, unconsolidated assets, amounts outstanding at end of period
Download xlsx [114.43 KB]
Table 4. Superannuation funds, unconsolidated assets, amounts outstanding at end of period
Download xlsx [101.38 KB]
Table 5. Public unit trusts, unconsolidated assets, amounts outstanding at end of period
Download xlsx [156.38 KB]
Table 6. Friendly societies, unconsolidated assets, amounts outstanding at end of period
Download xlsx [90.78 KB]
Table 7. Common funds, unconsolidated assets, amounts outstanding at end of period
Download xlsx [102.93 KB]
Table 8. Cash management trusts, unconsolidated assets, amounts outstanding at end of period
Download xlsx [95.42 KB]
Table 9. Investment managers, source of funds, unconsolidated assets, amounts outstanding at end of period
Download xlsx [75.56 KB]

Revisions

Table 1 Summary managed funds industry - revised back to the December quarter 2021.
Table 2 Summary managed funds institutions - revised back to the December quarter 2021.
Table 3 Life insurance offices - revised back to the September quarter 2022.
Table 4 Superannuation (pension) funds - revised back to the December quarter 2021.
Table 5 Public offer (retail) unit trusts - revised back to the December quarter 2022.
Table 6 Friendly Societies - no revisions.
Table 7 Common funds - no revisions.
Table 8 Cash management trusts - no revisions.
Table 9 Resident Investment Managers - revised back to the December quarter 2021.

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Previous catalogue number

This release previously used catalogue number 5655.0.

Methodology

Managed Funds, Australia methodology, December 2023

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APA

Citation

Managed Funds, Australia

APA

Citation

Key statistics

Modernising the Managed Funds collections

Data quality note

Managed funds industry

Superannuation (pension) funds

Public offer (retail) unit trusts

Other managed funds institutions

Life insurance

All other managed funds institutions

Data downloads

Time series spreadsheets

Table 1. Summary managed funds industry, consolidated assets, total funds under management at end of period

Table 2. Summary managed funds institutions, assets at end of period

Table 3. Life insurance offices, unconsolidated assets, amounts outstanding at end of period

Table 4. Superannuation funds, unconsolidated assets, amounts outstanding at end of period

Table 5. Public unit trusts, unconsolidated assets, amounts outstanding at end of period

Table 6. Friendly societies, unconsolidated assets, amounts outstanding at end of period

Table 7. Common funds, unconsolidated assets, amounts outstanding at end of period

Table 8. Cash management trusts, unconsolidated assets, amounts outstanding at end of period

Table 9. Investment managers, source of funds, unconsolidated assets, amounts outstanding at end of period

Revisions

Enquiries

Previous catalogue number

Methodology

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Microdata and TableBuilder

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