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DECEMBER KEY FIGURES

		Sep Qtr 2017	Dec Qtr 2017
		$m	$m
Total managed funds industry		3 279 929	3 389 552
Consolidated assets total managed funds institutions		2 663 170	2 745 619
Cross invested assets between managed funds institutions		548 425	563 840
Unconsolidated assets total managed funds institutions		3 211 596	3 309 459
	Life insurance corporations	238 279	242 070
	Superannuation (pension) funds	2 575 800	2 657 622
	Public offer (retail) unit trusts	342 889	356 033
	All other managed funds institutions	54 627	53 734

Managed Funds

Unconsolidated Assets, by type of institution

• At 31 December 2017, the managed funds industry had $3,389.6b funds under management, an increase of $109.6b (3%) on the September quarter 2017 figure of $3,279.9b.
• The main valuation effects that occurred during the December quarter 2017 were as follows: the S&P/ASX 200 increased 6.7%; the price of foreign shares, as represented by the MSCI World Index excluding Australia, increased 5.1%; and the A$ depreciated 0.5% against the US$.

• At 31 December 2017, the consolidated assets of managed funds institutions were $2,745.6b, an increase of $82.4b (3%) on the September quarter 2017 figure of $2,663.2b.
• The asset types that increased were shares, $34.6b (7%); units in trusts, $29.7b (4%); overseas assets, $17.3b (4%); land, buildings and equipment, $5.8b (2%); bonds, etc., $5.5b (7%); and deposits, $3.4b (1%). These were partially offset by decreases in short term securities, $6.4b (7%); other financial assets, $4.7b (2%); derivatives, $1.8b (6%); loans and placements, $0.7b (2%); and other non-financial assets, $0.4b (3%).

• At 31 December 2017, there were $563.8b of assets cross invested between managed funds institutions.

• At 31 December 2017, the unconsolidated assets of superannuation (pension) funds increased $81.8b (3%); public offer (retail) unit trusts increased $13.1b (4%); life insurance corporations increased $3.8b (2%); common funds increased $0.3b (3%); and friendly societies increased $0.1b (2%). Cash management trusts decreased $1.3b (4%).

• Table 3 Life insurance corporations - revised back to the June quarter 2017.
• Table 4 Superannuation (pension) funds - revised back to the September quarter 2016.
• Table 5 Public offer (retail) unit trusts - revised back to the December quarter 2015.
• 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 September quarter 2016.