5655.0 - Managed Funds, Australia, Mar 2014  
ARCHIVED ISSUE Released at 11:30 AM (CANBERRA TIME) 29/05/2014   
   Page tools: Print Print Page Print all pages in this productPrint All


Dec Qtr 2013
Mar Qtr 2014

Total managed funds industry
2 307 516
2 338 809
Consolidated assets total managed funds institutions
1 833 104
1 857 530
Cross invested assets between managed funds institutions
475 174
480 130
Unconsolidated assets total managed funds institutions
2 308 278
2 337 660
Life insurance corporations
273 761
275 553
Superannuation (pension) funds
1 706 115
1 731 041
Public offer (retail) unit trusts
291 731
294 982
All other managed funds institutions
36 671
36 083

Managed Funds
Graph: Managed Funds

Unconsolidated Assets, by type of institution
Graph: Unconsolidated Assets, by type of institution


  • At 31 March 2014, the managed funds industry had $2,338.8b funds under management, an increase of $31.3b (1%) on the December quarter 2013 figure of $2,307.5b.
  • The main valuation effects that occurred during the March quarter 2014 were as follows: the S&P/ASX 200 increased 0.8%; the price of foreign shares, as represented by the MSCI World Index excluding Australia, increased 0.6% and the A$ appreciated 3.1% against the US$.

  • At 31 March 2014, the consolidated assets of managed funds institutions were $1,857.5b, an increase of $24.4b (1%) on the December quarter 2013 figure of $1,833.1b.
  • The asset types that increased were shares, $8.7b (2%); deposits, $7.3b (3%); other financial assets, $3.2b (11%); short term securities, $1.6b (2%); loans and placements, $1.5b (3%); bonds, etc., $1.4b (2%); overseas assets, $0.8b (0%) and land, buildings and equipment, $0.5b (0%). These were partially offset by decreases in units in trusts, $0.3b (0%) and other non-financial assets, $0.2b (2%). Derivatives were flat.

  • At 31 March 2014, there were $480.1b of assets cross invested between managed funds institutions.

  • At 31 March 2014, the unconsolidated assets of superannuation (pension) funds increased $24.9b (1%), public offer (retail) unit trusts increased $3.3b (1%), life insurance corporations increased $1.8b (1%) and common funds increased $0.1b (1%). Cash management trusts decreased $0.7b (3%). Friendly societies were flat.



ISSUE (QUARTER) Release Date
June 2014 28 August 2014
September 2014 27 November 2014
December 2014 26 February 2015
March 2015 28 May 2015


There have been revisions as a result of the receipt of revised administrative data, survey data and due to the inclusion of new survey respondents.
  • Table 3 Life insurance corporations - revised back to December quarter 2013.
  • Table 4 Superannuation (pension) funds - revised back to December quarter 2001.
  • Table 5 Public offer (retail) unit trusts - revised back to September quarter 2005.
  • Table 6 Friendly societies - no revisions.
  • Table 7 Common funds - revised back to June quarter 2006.
  • Table 8 Cash management trusts - revised back to June quarter 2013.
  • Table 9 Resident investment managers - revised back to September quarter 2005.


As the ABS has previously advised, the Australian Prudential Regulation Authority (APRA) introduced an enhanced set of reporting forms for Registrable Superannuation Entities (RSEs) from September quarter 2013. A number of data items provided from the new APRA collections significantly deviate from the previous ones, both in concept and definition. Where the impact on an affected series could not be estimated, the ABS has been moving forward the affected series using cautiously chosen indicators derived from other ABS collections that have a very strong historical correlation to these series. This methodology will continue to be applied until additional superannuation data collection requirements can be implemented by APRA which satisfy the conceptual and definitional requirements of the ABS. Users are advised to continue exercising caution when using superannuation data in this publication.


For further information about these and related statistics, contact the National Information and Referral Service on 1300 135 070 or Paul Slater on Sydney (02) 9268 4581. The ABS Privacy Policy outlines how the ABS will handle any personal information that you provide to us.