Page tools:
![]() ![]() | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
ANALYSIS By type of asset The asset movements for the quarter were equities and units in trusts, up $27.2b (5.3%), cash and deposits, up $20.0b (18.8%), assets overseas, up $14.8b (5.6%), other assets, up $8.1b (22.4%), land and buildings, up $5.8b (4.4%), short-term securities, up $4.6b (5.2%), loans and placements, up $3.5b (13.1%) and long term securities, up $1.4b (1.7%).
Superannuation funds The total assets of superannuation funds held outside of life offices was $933.4b at 30 June 2007, an increase of $72.0b (8.4%) on the revised March quarter 2007 figure. Major increases were recorded for equities and units in trusts of $30.1b (7.2%), cash and deposits of $19.8b (20.2%), assets overseas of $12.6b (6.4%), other financial assets of $5.2b (35.5%), land and buildings of $2.6b (6.2%), long term securities of $0.8b (1.5%), short term securities of $0.7b (2.0%) and loans and placements of $0.3b (4.2%). Public unit trusts The total assets for public unit trusts was $300.6b at 30 June 2007, up $12.8b (4.4%) on the revised March 2007 figure of $287.9b. The major increases were assets overseas, up $3.3b (6.2%), land and buildings, up $3.1b (4.0%), other financial assets, up $3.1b (64.4%), loans and placements, up $2.9b (27.1%), equities and units in trusts, up $1.4b (1.3%) and cash and deposits, up $0.2b (2.3%). These were partially offset by a decrease in other non-financial assets of $1.2b (-7.6%). Friendly societies Total assets of friendly societies was $7.2b at 30 June 2007, up $0.2b (3.2%) on the March quarter 2007 figure. Increases were recorded in other financial assets of $0.2b (37.3%) and other non-financial assets of $0.1b (34.2%). Common funds Total assets of common funds was $12.1b at 30 June 2007, up $0.9b (8.5%) on the March quarter 2007 figure. The major increases were in cash and deposits, up $0.9b (34.3%) and loans and placements, up $0.2b (8.0%). These were partially offset by a decrease in short term securities of $0.1b (-1.8%). Cash management trusts Total assets of Cash management trusts was $46.7b at 30 June, up $5.9b (14.5%) on the March quarter 2007 figure. Major increases were recorded in short term securities of $2.7b (8.8%), cash and deposits of $2.3b (43.1%) and long term securities of $1.0b (39.2%). INVESTMENT MANAGERS Source of funds under management During the June quarter 2007 there was an increase in total funds under management by investment managers of $62.6b (5.4%) on the revised March quarter figure, bringing the total funds under management to $1,226.0b.
Document Selection These documents will be presented in a new window.
|