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Managed Funds, Australia

Statistics on the assets and liabilities of financial institutions that pool funds for investment, classified by type of financial instrument

Reference period
December 2020
Released
4/03/2021

Key statistics

  • The total managed funds industry rose $169.8b (4.4%) to $3,997.1b funds under management

  • Consolidated assets of managed funds institutions rose $146.4b (4.8%) to $3,201.8b

  • Cross invested assets rose $25.4b (5.3%) to $505.5b

  • Unconsolidated assets rose $171.9b (4.9%) to $3,707.2b

Main features

 Sep Qtr 2020
$m
Dec Qtr 2020
$m
Sep Qtr 2020 to Dec Qtr 2020
%
Total managed funds industry3 827 3753 997 1274.4
Consolidated assets total managed funds institutions3 055 3173 201 7604.8
Cross invested assets between managed funds institutions480 030505 4655.3
Unconsolidated assets total managed funds institutions3 535 3463 707 2254.9
 Life insurance corporations127 085128 4581.1
 Superannuation (pension) funds2 931 9983 092 7805.5
 Public offer (retail) unit trusts416 345431 6833.7
 All other managed funds institutions59 91854 304-9.4

Analysis

Managed funds industry

Managed Funds industry as at 31 December 2020 had $3,997.1b funds under management, comprised of:

*Resident investment managers placements with other resident investment managers are deducted when deriving the size of the total managed funds industry
 

Note: Hide/unhide series in the graph by clicking the legend above 

Superannuation (pension) funds

Total unconsolidated assets of superannuation funds rose $160.8b (5.5%) to $3,092.8b during the December quarter.

Key movements were as follows:

  • shares rose $69.1b (15.9%)
  • units in trusts rose $60.1b (5.5%)
  • assets overseas rose $37.6b (7.2%)
  • deposits fell $15.2b (-6.0%)
  • derivatives rose $6.6b (22.5%)

Public offer (retail) unit trusts

Total unconsolidated assets of public offer (retail) trusts rose $15.3b (3.7%) to $431.7b during the December quarter.

Key movements were as follows:

  • units in trusts rose $6.8b (6.8%)
  • shares rose $5.3b (14.0%)
  • assets overseas rose $3.7b (5.9%)
  • deposits fell $2.7b (-22.0%)
  • derivatives rose $2.2b (50.9%)

Cross investment within public offer (retail) unit trusts rose $1.3b (3.7%) to $37.2b

Life insurance

Total unconsolidated assets of life insurance corporations rose $1.4b (1.1%) to $128.5b during the December quarter.

Key movements were as follows:

  • units in trusts rose $1.5b (3.5%)
  • bonds, etc. rose $1.1b (4.2%)
  • deposits fell $0.6b (-11.4%)
  • assets overseas fell $0.5b (-3.1%)
  • shares rose $0.5b (3.4%)

All other managed funds institutions

Total unconsolidated assets of:

  • friendly societies rose $0.3b (3.6%) to $8.2b
  • common funds rose $0.2b (2.2%) to $11.5b
  • cash management trusts fell $6.1b (-15.1%) to $34.7b

Revisions

  • Table 1 Summary managed funds industry - revised back to the September quarter 2018.
  • Table 2 Summary managed funds institutions - revised back to the September quarter 2018.
  • Table 3 Life insurance offices - no revisions.
  • Table 4 Superannuation (pension) funds - revised back to the September quarter 2018.
  • Table 5 Public offer (retail) unit trusts - no revisions.
  • Table 6 Friendly Societies - no revisions.
  • Table 7 Common funds - no revisions.
  • Table 8 Cash management trusts - no revisions.
  • Table 9 Resident Investment Managers - revised back to the September quarter 2018.

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Inquiries

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

Data downloads

Time series spreadsheets

Data files

Previous catalogue number

This release previously used catalogue number 5655.0.