5655.0 - Managed Funds, Australia, Mar 2015  
ARCHIVED ISSUE Released at 11:30 AM (CANBERRA TIME) 28/05/2015   
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This document was added or updated on 23/06/2015.


Dec Qtr 2014
Mar Qtr 2015

Total managed funds industry
2 504 077
2 617 447
Consolidated assets total managed funds institutions
1 972 318
2 071 712
Cross invested assets between managed funds institutions
506 225
537 954
Unconsolidated assets total managed funds institutions
2 478 542
2 609 667
Life insurance corporations
290 224
304 557
Superannuation (pension) funds
1 846 516
1 952 761
Public offer (retail) unit trusts
302 581
311 519
All other managed funds institutions
39 222
40 829

Managed Funds
Graph: Managed Funds

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


  • At 31 March 2015, the managed funds industry had $2,617.4b funds under management, an increase of $113.4b (5%) on the December quarter 2014 figure of $2,504.1b.
  • The main valuation effects that occurred during the March quarter 2015 were as follows: the S&P/ASX 200 increased 8.9%; the price of foreign shares, as represented by the MSCI World Index excluding Australia, increased 1.8%; and the A$ depreciated 6.9% against the US$.

  • At 31 March 2015, the consolidated assets of managed funds institutions were $2,071.7b, an increase of $99.4b (5%) on the December quarter 2014 figure of $1,972.3b.
  • The asset types that increased were shares, $45.4b (8%); overseas assets, $29.7b (7%); units in trusts, $10.7b (5%); other financial assets, $3.1b (12%); short term securities, $2.5b (3%); land, buildings and equipment, $2.4b (1%); bonds, etc., $2.1b (2%); deposits, $2.0b (1%); loans and placements, $1.1b (2%); and derivatives, $0.7b (34%). These were partially offset by decreases in other non-financial assets, $0.2b (1%).

  • At 31 March 2015, there were $538.0b of assets cross invested between managed funds institutions.

  • At 31 March 2015, the unconsolidated assets of superannuation (pension) funds increased $106.2b (6%), life insurance corporations increased $14.3b (5%), public offer (retail) unit trusts increased $8.9b (3%), cash management trusts increased $1.4b (6%), friendly societies increased $0.2b (2%), and common funds increased $0.1b (1%).



ISSUE (QUARTER) Release Date
June 2015 27 August 2015
September 2015 26 November 2015
December 2015 26 February 2016
March 2016 26 May 2016


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 for the December quarter 2014.
  • Table 4 Superannuation (pension) funds - revised back to the March quarter 2013.
  • Table 5 Public offer (retail) unit trusts - revised back to the September quarter 2005.
  • Table 6 Friendly Societies - no revisions.
  • Table 7 Common funds - revised back to the September quarter 2005
  • Table 8 Cash management trusts - no revisions.
  • Table 9 Resident Investment Managers - revised back to the March quarter 2013.


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.


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