5655.0 - Managed Funds, Australia, Mar 2019  
Previous ISSUE Released at 11:30 AM (CANBERRA TIME) 06/06/2019   
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MARCH KEY FIGURES

Dec Qtr 2018
Mar Qtr 2019
$m
$m

Total managed funds industry
3 415 051
3 590 426
Consolidated assets total managed funds institutions
2 779 419
2 920 283
Cross invested assets between managed funds institutions
537 855
567 560
Unconsolidated assets total managed funds institutions
3 317 274
3 487 843
Life insurance corporations
229 549
238 673
Superannuation (pension) funds
2 660 407
2 809 387
Public offer (retail) unit trusts
371 365
381 015
All other managed funds institutions
55 953
58 768

Managed Funds
Graph: Managed Funds

Unconsolidated Assets, by type of institution
Graph: Unconsolidated Assets



MARCH KEY POINTS


TOTAL MANAGED FUNDS INDUSTRY
  • At 31 March 2019, the managed funds industry had $3,590.4b funds under management, an increase of $175.4b (5.1%) on the December quarter 2018 figure of $3,415.1b.
  • The main valuation effects that occurred during the March quarter 2019 were as follows: the S&P/ASX 200 increased 9.5%; the price of foreign shares, as represented by the MSCI World Index excluding Australia, increased 11.9%; and the A$ appreciated 0.4% against the US$.


CONSOLIDATED ASSETS OF MANAGED FUNDS INSTITUTIONS
  • At 31 March 2019, the consolidated assets of managed funds institutions were $2,920.3b, an increase of $140.9b (5.1%) on the December quarter 2018 figure of $2,779.4b.
  • The asset types that increased were shares, $42.2b (9.0%); units in trusts, $39.4b (5.3%); overseas assets, $37.6b (7.7%); bonds, etc., $6.0b (6.2%); derivatives, $4.9b (14.5%); short term securities, $3.2b (3.7%); deposits, $2.8b (1.1%); other financial assets, $2.5b (1.0%); land, buildings and equipment, $2.4b (0.8%) and loans and placements, $0.1b (0.3%). There was a decrease in other non-financial assets, $0.2b (1.7%).


CROSS INVESTED ASSETS
  • At 31 March 2019, there were $567.6b of assets cross invested between managed funds institutions.


UNCONSOLIDATED ASSETS
  • At 31 March 2019, the unconsolidated assets of superannuation (pension) funds increased $149.0b (5.6%), public offer (retail) unit trusts increased $9.7b (2.6%), life insurance corporations increased $9.1b (4.0%), cash management trusts increased $2.3b (6.0%), common funds increased $0.3b (3.1%) and friendly societies increased $0.2b (2.9%).


NOTES

FORTHCOMING ISSUES

ISSUE (QUARTER) Release Date
June 2019 5 September 2019
September 2019 12 December 2019
December 2019 5 March 2020
March 2020 4 June 2020


REVISIONS
  • Table 3 Life insurance corporations - revised back to the June quarter 2013.
  • Table 4 Superannuation (pension) funds - revised back to the March quarter 2017.
  • Table 5 Public offer (retail) unit trusts - revised back to the September quarter 2012.
  • 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 March quarter 2017.


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INQUIRIES

For further information about these and related statistics, contact the National Information and Referral Service on 1300 135 070.