5655.0 - Managed Funds, Australia, Mar 2009  
ARCHIVED ISSUE Released at 11:30 AM (CANBERRA TIME) 28/05/2009   
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Mar Qtr 2008
Dec Qtr 2008
Mar Qtr 2009

Superannuation funds
778 754
715 070
704 796
Public unit trusts
284 482
255 757
250 651
Life insurance offices(a)
189 467
164 841
157 466
All other managed funds
62 462
58 985
56 112
1 315 164
1 194 653
1 169 025

(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.

Consolidated Assets, Type of institution
Graph: Consolidated Assets, Type of institution

Consolidated Assets, Type of asset
Graph: Consolidated Assets, Type of asset


  • At 31 March 2009, total consolidated assets of managed funds institutions was $1169.0b, a decrease of $25.6b (2%) on the revised December quarter 2008 figure of $1,194.7b.
  • Consolidated assets of superannuation funds decreased by $10.3b (1%); life insurance offices decreased by $7.4b (4%); public unit trusts decreased by $5.1b (2%); cash management trusts increased by $1.1b (3%); common funds decreased by $3.9b (36%), primarily due to the wind up of a fund; and, friendly societies decreased by $0.1b (2%).
  • Assets overseas decreased by $21.4b (9%); investment in equities and units in trusts decreased by $7.6b (2%); long term securities decreased by $0.4b (0.6%); loans and placements decreased by $0.3b (0.8%); and, land and buildings decreased by $0.3b (0.2%). These falls were partially offset by increases in cash and deposits, up $2.6b (2%); short term securities, up $0.4b (0.5%); and, other assets, up $1.3b (2%). The main valuation effects that occurred during the March quarter 2009 were as follows: the S&P/ASX 200 fell 3.8%, the price of foreign shares (represented by the MSCI World Index) fell 12.7% and the A$ depreciated against the US$ by 0.6%.
  • At 31 March 2009, investment managers had $964.4b in funds under management, down $39.9b (4%) on the revised December quarter 2008 figure of $1,004.3b. They managed $661.9b (57%) of the consolidated assets of managed funds institutions.



ISSUE (QUARTER) Release Date
June 2009 27 August 2009
September 2009 26 November 2009
December 2009 25 February 2010
March 2010 27 May 2010


There have been revisions in some series as a result of improvements to methodology and coverage; quality assurance work undertaken with data providers; and the receipt of revised administrative data. Specifically, superannuation data has been revised back to June 2005; life insurance offices data back to December 2008; public unit trust data back to June 2005; common fund data back to December 2008; cash management trust data back to September 2008; and investment manager data back to June 2008. No revisions were made to friendly society data.


In the June quarter 2009 the ABS will be introducing updated forms for the Survey of Financial Information which is the primary source of data for this publication. The updates result from a revision to international standards to reflect the changes that have occurred in the financial system during the past 10 years. As a result of these changes several series in Tables 9 through 19 will no longer be available from the June quarter 2009. For further information on the specific series involved please contact Judy Sykes on 02 6252 5222 or alternatively judy.sykes@abs.gov.au.


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.