DECEMBER KEY FIGURES
Dec Qtr 2008
Sep Qtr 2009
Dec Qtr 2009
|CONSOLIDATED ASSETS |
|Superannuation funds |
|Public unit trusts |
|Life insurance offices(a) |
|All other managed funds |
1 179 663
1 303 997
1 335 505
|(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. |
DECEMBER KEY POINTS
Type of institution
Type of asset
- At 31 December 2009, total consolidated assets of managed funds institutions was $1,335.5b, an increase of $31.5b (2%) on the September quarter 2009 figure of $1,304.0b.
- Consolidated assets of superannuation funds increased $31.1b (4%); life insurance offices increased $4.0b (2%); public unit trusts increased $1.7b (1%); friendly societies decreased $0.4b (11%); common funds decreased $0.1b (2%); and, cash management trusts decreased $4.7b (11%).
- The asset types to increase for the quarter were equities and units in trusts, $19.9b (4%); assets overseas, $10.4b (5%); land and buildings, $3.9b (3%); and, long term securities, $3.4b (4%). The asset types to decrease were cash and deposits, $2.5b (2%); short term securities, $1.0b (1%); loans and placements, $1.0b (3%); and, other assets, $1.5b (3%). The main valuation effects that occurred during the December 2009 quarter were as follows: the S&P/ASX 200 increased 2.7%, the price of foreign shares (represented by the MSCI World Index) increased 4% and the A$ appreciated 1.9% against the US$.
- At 31 December 2009, investment managers had $1,138.3b in funds under management, up $21.9b (2%) on the September quarter 2009 figure of $1,116.5b. They managed $767.8b (57%) of the consolidated assets of managed funds institutions.
REVISIONS IN THIS ISSUE
|ISSUE (QUARTER) ||Release Date|
|March 2010 ||27 May 2010|
|June 2010 ||26 August 2010|
|September 2010 ||25 November 2010|
|December 2011 ||24 February 2011|
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 December 2004.
CHANGES IN FORTHCOMING ISSUES
From the March quarter 2010, the time series spreadsheets for Tables 9 through 19 will be released one week after the release of the publication (pdf file), due to confidentiality and quality assurance processes.
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.