5655.0 - Managed Funds, Australia, Mar 2020  
Latest ISSUE Released at 11:30 AM (CANBERRA TIME) 04/06/2020   
   Page tools: Print Print Page Print all pages in this productPrint All RSS Feed RSS Bookmark and Share Search this Product

ANALYSIS


MANAGED FUNDS INDUSTRY

The Managed Funds industry as at 31 March 2020 had $3,718.2b funds under management, comprised of:


Managed funds industry* - Source of funds
Graphs: Managed funds industry* - Source of funds


Superannuation (pension) funds

Total unconsolidated assets of superannuation funds fell $207.9b (-6.9%) to $2,823.9b during the March quarter

Key movements were as follows:

units in trusts fell $124.0b (-11.4%)
shares fell $110.9b (-23.0%)
deposits rose $35.5b (15.2%)
assets overseas fell $17.3b (-3.2%)
derivatives rose $16.4b (53.6%)


Total assets of superannuation (pension) funds; percentage growth
Graph: Total assets of superannuation (pension) funds; percentage growth



Public offer (retail) unit trusts

Total unconsolidated assets of public offer (retail) trusts fell $15.6b (-3.8%) to $397.2b during the March quarter

Key movements were as follows:

units in trusts fell $8.7b (-9.0%)
shares fell $7.5b (-19.8%)
assets overseas fell $4.3b (-6.6%)
deposits rose $2.6b (38.8%)
derivatives rose $1.7b (47.9%)


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



Life insurance

Total unconsolidated assets of life insurance corporations fell $18.0b (-8.8%) to $187.3b during the March quarter

Key movements were as follows:

units in trusts fell $19.3b (-16.4%)
shares fell $1.7b (-8.4%)
derivatives rose $1.1b (78.5%)
bonds, etc. rose $0.7b (2.6%)
other financial assets rose $0.6b (8.7%)


Total assets of life insurance corporations; percentage growth
Graph: Total assets of life insurance corporations; percentage growth



All other managed funds institutions

Total unconsolidated assets of:

friendly societies fell $0.6b (-7.1%) to $7.4b
common funds fell $0.9b (-8.0%) to $10.4b
cash management trusts rose $3.5b (8.8%) to $43.0b