Managed Funds, Australia

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

Reference period

December 2022

Released

2/03/2023

View all releases

Key statistics

During the December 2022 quarter:

the total managed funds industry rose $101.9b (2.4%) to $4,415.7b funds under management
consolidated assets of managed funds institutions rose $83.8b (2.4%) to $3,564.6b
cross invested assets rose $26.6b (5.4%) to $523.2b
unconsolidated assets rose $110.4b (2.8%) to $4,087.7b.

		Sep Qtr 2022 $m	Dec Qtr 2022 $m	Sep Qtr 2022 to Dec Qtr 2022 %
Total managed funds industry		4,313,772	4,415,672	2.4
Consolidated assets total managed funds institutions		3,480,742	3,564,555	2.4
Cross invested assets between managed funds institutions		496,549	523,165	5.4
Unconsolidated assets total managed funds institutions		3,977,291	4,087,720	2.8
	Life insurance corporations	118,436	118,937	0.4
	Superannuation (pension) funds	3,335,002	3,434,452	3.0
	Public offer (retail) unit trusts	477,804	488,988	2.3
	All other managed funds institutions	46,049	45,342	-1.5

Managed funds industry

Managed funds industry - source of funds
	Resident Investment Managers; Sourced from Managed Funds Institutions ($b)	Resident Investment Managers; Sourced from Other Resident Sources ($b)	Resident Investment Managers; Sourced from Overseas ($b)	Managed Funds Institutions; Directly Invested or Placed with Non-Resident Investment Managers ($b)
Dec-17	1,361.089	606	122.59	1,341.82
Mar-18	1,369.517	606.15	124.652	1,339.299
Jun-18	1,407.978	620.131	123.095	1,357.526
Sep-18	1,449.614	628.07	124.438	1,373.577
Dec-18	1,390.939	598.511	118.563	1,330.48
Mar-19	1,479.841	648.206	125.565	1,380.011
Jun-19	1,539.695	664.096	135.885	1,423.763
Sep-19	1,583.455	673.65	146.771	1,453.088
Dec-19	1,620.516	686.262	162.865	1,471.204
Mar-20	1,508.209	625.813	161.338	1,421.484
Jun-20	1,504.49	652.18	165.831	1,503.29
Sep-20	1,529.333	657.232	169.124	1,493.703
Dec-20	1,627.163	685.27	177.62	1,541.294
Mar-21	1,676.071	700.089	186.851	1,588.518
Jun-21	1,776.008	764.028	198.449	1,658.49
Sep-21	1,813.365	746.066	212.732	1,695.085
Dec-21	1,856.442	753.837	196.343	1,740.2
Mar-22	1,837.85	731.947	172.648	1,732.899
Jun-22	1,743.048	675.452	175.39	1,710.581
Sep-22	1,751.548	673.561	171.05	1,717.613
Dec-22	1,819.988	694.664	168.329	1,732.691

Managed funds industry - source of funds

[" ","Resident Investment Managers; Sourced from Managed Funds Institutions","Resident Investment Managers; Sourced from Other Resident Sources","Resident Investment Managers; Sourced from Overseas","Managed Funds Institutions; Directly Invested or Placed with Non-Resident Investment Managers"]

[["Dec-17","Mar-18","Jun-18","Sep-18","Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20","Mar-21","Jun-21","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22"],[[1361.0889999999999],[1369.5170000000001],[1407.9780000000001],[1449.614],[1390.9390000000001],[1479.8409999999999],[1539.6949999999999],[1583.4549999999999],[1620.5160000000001],[1508.2090000000001],[1504.49],[1529.3330000000001],[1627.163],[1676.0709999999999],[1776.008],[1813.365],[1856.442],[1837.8499999999999],[1743.048],[1751.548],[1819.9880000000001]],[[606],[606.14999999999998],[620.13099999999997],[628.07000000000005],[598.51099999999997],[648.20600000000002],[664.096],[673.64999999999998],[686.26199999999994],[625.81299999999999],[652.17999999999995],[657.23199999999997],[685.26999999999998],[700.08900000000006],[764.02800000000002],[746.06600000000003],[753.83699999999999],[731.947],[675.452],[673.56100000000004],[694.66399999999999]],[[122.59],[124.652],[123.095],[124.438],[118.563],[125.565],[135.88499999999999],[146.77099999999999],[162.86500000000001],[161.33799999999999],[165.83099999999999],[169.124],[177.62],[186.851],[198.44900000000001],[212.732],[196.34299999999999],[172.648],[175.38999999999999],[171.05000000000001],[168.32900000000001]],[[1341.8199999999999],[1339.299],[1357.5260000000001],[1373.577],[1330.48],[1380.011],[1423.7629999999999],[1453.088],[1471.204],[1421.4839999999999],[1503.29],[1493.703],[1541.2940000000001],[1588.518],[1658.49],[1695.085],[1740.2],[1732.8989999999999],[1710.5809999999999],[1717.6130000000001],[1732.691]]]

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

Managed funds institutions' asset allocations - Proportion of consolidated funds under management - Selected assets
	Deposits (%)	Short term securities (%)	Bonds, etc. (%)	Shares (%)	Units in trusts (%)	Overseas assets (%)
Dec-07	8	5.8	4.7	22.7	25.7	16.1
Mar-08	8.8	6	5	21.1	25.2	15.8
Jun-08	9	6.1	4.9	21	24.9	15.3
Sep-08	9.4	6.2	4.8	19.6	24.5	16.1
Dec-08	11.1	6.2	5.1	18	23.2	15.8
Mar-09	11.2	6.3	5.1	18.3	22.6	15.2
Jun-09	11.6	6.4	4.5	19.6	22.9	14.3
Sep-09	10.8	6.1	4.5	21.7	23.7	14.1
Dec-09	10.5	5.6	4.4	22	24.4	14.2
Mar-10	10.4	5.2	4.3	22.5	24.6	14.3
Jun-10	10.8	5.3	4.5	21.3	24	14.4
Sep-10	11	4.6	4.1	22.2	24.8	13.9
Dec-10	10.8	4.4	3.7	22.6	25.2	13.8
Mar-11	10.7	4.2	3.7	22.8	25.4	13.9
Jun-11	11.6	4	3.7	21.7	25	13.7
Sep-11	12.4	4.3	3.8	20.2	24.4	14
Dec-11	12.3	4.5	3.7	20.5	24.4	13.8
Mar-12	12.3	4.4	3.7	20.8	24.4	14
Jun-12	13.7	4.3	3.8	19.7	24.2	13.5
Sep-12	13.7	4.1	3.9	19.5	24.6	14
Dec-12	13.1	4	3.8	19.9	25.1	14
Mar-13	12.7	3.9	3.6	20.5	25.5	14.1
Jun-13	13.1	3.6	3.4	19.4	25.9	14.9
Sep-13	12.7	3.6	3.4	20.2	26.2	14.8
Dec-13	12.4	3.3	3.4	20.4	26.6	15.6
Mar-14	12.4	3.4	3.4	19.8	26.8	15.4
Jun-14	12	3.4	3.4	19.6	27.5	15.5
Sep-14	12	3.4	3.3	19.2	28.1	16.1
Dec-14	11.7	3.5	3.5	19.1	28.2	16.8
Mar-15	11.1	3.4	3.3	19.6	28.4	17.1
Jun-15	11.3	3.4	3.4	18.6	28	17.1
Sep-15	11.3	3.6	3.5	18	28.4	17.2
Dec-15	11	3.6	3.4	18.1	28.5	16.8
Mar-16	11	3.7	3.5	17.8	28.4	16.5
Jun-16	11.1	3.7	3.4	17.9	28.2	16.6
Sep-16	10.1	3.4	3.3	16.9	26.9	16.3
Dec-16	9.6	3.3	3.2	17.5	27.3	16.5
Mar-17	9.7	3.3	3	17.6	27.2	16.5
Jun-17	9.9	3.5	3	16.7	26.8	16.7
Sep-17	9.5	3.6	3	16.7	26.9	17.5
Dec-17	8.9	3.2	3.1	17.4	27.3	17.8
Mar-18	8.8	3.2	3.2	16.7	27.2	18.6
Jun-18	8.7	3.1	3.3	17.5	27.1	18.2
Sep-18	8.6	3.1	3.3	17	27.4	18.5
Dec-18	8.7	3.3	3.5	16.1	27.2	18.2
Mar-19	8.4	3.2	3.6	16.6	27.3	18.7
Jun-19	8.5	3	3.7	16.9	27.3	19.3
Sep-19	8.4	2.7	3.7	16.9	27.2	19.8
Dec-19	8.1	2.9	3.9	16.7	26.8	20.4
Mar-20	9.8	3.1	3.8	13.6	25.4	20.7
Jun-20	9.6	3.3	3.8	15.6	25.2	20.1
Sep-20	9.4	3.3	3.7	15.7	25.8	20.1
Dec-20	8.4	3	3.7	17.3	25.8	20.5
Mar-21	8.1	2.8	3.6	17.7	25.7	21.3
Jun-21	7.9	2.3	3.5	18.5	25.7	21.8
Sep-21	7.6	2.2	3.4	18.4	25.7	22.2
Dec-21	7.2	2.2	3.3	18.5	25.4	22.7
Mar-22	7.2	2.3	3.3	19.2	25	21.9
Jun-22	8.3	2.4	3.5	17.6	24.6	21.7
Sep-22	8.2	2.4	3.6	17.9	24.4	21.5
Dec-22	8.1	2.4	3.7	18.7	24.4	21.4

Managed funds institutions' asset allocations - Proportion of consolidated funds under management - Selected assets

[" ","Deposits","Short term securities","Bonds, etc.","Shares","Units in trusts","Overseas assets"]

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

Superannuation (pension) funds

Total unconsolidated assets of superannuation funds rose $99.5b (3.0%) to $3,434.5b during the December quarter.

Key movements were as follows:

units in trusts rose $41.5b (3.6%)
shares rose $39.4b (7.1%)
assets overseas rose $10.9b (1.7%)
bonds, etc. rose $6.2b (7.7%)
deposits rose $3.8b (1.4%).

Important data quality note

Data reliability issue - Other Financial Assets

There are known reporting issues with the Other Financial Assets series (A3581378L). The ABS is working with APRA and data providers to resolve the reporting errors as quickly as possible. We expect to make revisions to this series, and others, in coming quarters.

Total assets of superannuation (pension) funds; percentage growth
	Total assets of superannuation (pension) funds, percentage growth (%)
Dec-17	2.9
Mar-18	0.2
Jun-18	3.3
Sep-18	1.9
Dec-18	-4.4
Mar-19	5.7
Jun-19	3.8
Sep-19	2.8
Dec-19	1.7
Mar-20	-7.0
Jun-20	3.6
Sep-20	1.0
Dec-20	5.5
Mar-21	3.3
Jun-21	5.7
Sep-21	2.3
Dec-21	2.5
Mar-22	-1.1
Jun-22	-4.4
Sep-22	0.3
Dec-22	3.0

Total assets of superannuation (pension) funds; percentage growth

[" ","Total assets of superannuation (pension) funds, percentage growth"]

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Public offer (retail) unit trusts

Total unconsolidated assets of public offer (retail) trusts rose $11.2b (2.3%) to $489.0b during the December quarter.

Key movements were as follows:

shares rose $5.0b (7.9%)
units in trusts rose $4.8b (4.7%)
assets overseas rose $3.9b (5.0%)
deposits fell $2.0b (-21.3%)
bonds, etc. rose $0.5b (3.3%).

Cross investment within public offer (retail) unit trusts rose $2.6b (6.4%) to $43.2b.

Total assets of public offer (retail) unit trusts; percentage growth
	Total assets of public offer (retail) unit trusts, percentage growth (%)
Dec-17	4.5
Mar-18	-0.4
Jun-18	-4.3
Sep-18	2.0
Dec-18	-2.6
Mar-19	3.1
Jun-19	1.3
Sep-19	2.3
Dec-19	3.1
Mar-20	-3.6
Jun-20	1.6
Sep-20	1.6
Dec-20	3.9
Mar-21	2.5
Jun-21	4.9
Sep-21	2.8
Dec-21	4.2
Mar-22	-3.2
Jun-22	-1.4
Sep-22	0.4
Dec-22	2.3

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

[" ","Total assets of public offer (retail) unit trusts, percentage growth"]

[["Dec-17","Mar-18","Jun-18","Sep-18","Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20","Mar-21","Jun-21","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22"],[[4.5],[-0.40000000000000002],[-4.2999999999999998],[2],[-2.6000000000000001],[3.1000000000000001],[1.3],[2.2999999999999998],[3.1000000000000001],[-3.6000000000000001],[1.6000000000000001],[1.6000000000000001],[3.8999999999999999],[2.5],[4.9000000000000004],[2.7999999999999998],[4.2000000000000002],[-3.2000000000000002],[-1.3999999999999999],[0.40000000000000002],[2.2999999999999998]]]

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Other managed funds institutions

Life insurance

Total unconsolidated assets of life insurance corporations rose $0.5b (0.4%) to $118.9b during the December quarter.

Key movements were as follows:

units in trusts rose $1.0b (2.6%)
short term securities rose $0.9b (43.2%)
deposits fell $0.6b (-13.0%)
other non-financial assets fell $0.4b (-13.4%)
shares fell $0.3b (-2.5%).

Total assets of life insurance corporations; percentage growth
	Total assets of life insurance corporations, percentage growth (%)
Dec-17	1.4
Mar-18	-1.1
Jun-18	0.7
Sep-18	0.3
Dec-18	-4.4
Mar-19	3.9
Jun-19	-13.4
Sep-19	-0.4
Dec-19	0
Mar-20	-9.0
Jun-20	-31.2
Sep-20	-1.1
Dec-20	0.9
Mar-21	-1.5
Jun-21	1.1
Sep-21	0.9
Dec-21	-1.9
Mar-22	-1.5
Jun-22	-4.6
Sep-22	-1.1
Dec-22	0.4

 Total assets of life insurance corporations; percentage growth

[" ","Total assets of life insurance corporations, percentage growth"]

[["Dec-17","Mar-18","Jun-18","Sep-18","Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20","Mar-21","Jun-21","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22"],[[1.3999999999999999],[-1.1000000000000001],[0.69999999999999996],[0.29999999999999999],[-4.4000000000000004],[3.8999999999999999],[-13.4],[-0.40000000000000002],[0],[-9],[-31.199999999999999],[-1.1000000000000001],[0.90000000000000002],[-1.5],[1.1000000000000001],[0.90000000000000002],[-1.8999999999999999],[-1.5],[-4.5999999999999996],[-1.1000000000000001],[0.40000000000000002]]]

[]

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All other managed funds institutions

Total unconsolidated assets of:

friendly societies rose $0.2b (2.7%) to $9.0b
common funds rose $0.1b (0.6%) to $11.1b
cash management trusts fell $1.0b (-3.8%) to $25.3b.

Data downloads

Download all (776.99 KB)

Time series spreadsheets

Data files

Table 1. Summary managed funds industry, consolidated assets, total funds under management at end of period
Download xlsx [51.71 KB]
Table 2. Summary managed funds institutions, assets at end of period
Download xlsx [73.97 KB]
Table 3. Life insurance offices, unconsolidated assets, amounts outstanding at end of period
Download xlsx [110.38 KB]
Table 4. Superannuation funds, unconsolidated assets, amounts outstanding at end of period
Download xlsx [99.66 KB]
Table 5. Public unit trusts, unconsolidated assets, amounts outstanding at end of period
Download xlsx [151.56 KB]
Table 6. Friendly societies, unconsolidated assets, amounts outstanding at end of period
Download xlsx [87.79 KB]
Table 7. Common funds, unconsolidated assets, amounts outstanding at end of period
Download xlsx [98.8 KB]
Table 8. Cash management trusts, unconsolidated assets, amounts outstanding at end of period
Download xlsx [91.89 KB]
Table 9. Investment managers, source of funds, unconsolidated assets, amounts outstanding at end of period
Download xlsx [72.12 KB]

Revisions

Table 1 Summary managed funds industry - revised back to the December quarter 2020.
Table 2 Summary managed funds institutions - revised back to the December quarter 2020.
Table 3 Life insurance offices - revised back to the September quarter 2022.
Table 4 Superannuation (pension) funds - revised back to the December quarter 2020.
Table 5 Public offer (retail) unit trusts - no revisions.
Table 6 Friendly Societies - no revisions.
Table 7 Common funds - revised back to the March quarter 2021.
Table 8 Cash management trusts - revised back to the September quarter 2022.
Table 9 Resident Investment Managers - revised back to the December quarter 2020.

Enquiries

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Previous catalogue number

This release previously used catalogue number 5655.0.

Methodology

Managed Funds, Australia methodology, December 2022

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APA

Citation

Managed Funds, Australia

APA

Citation

Key statistics

Managed funds industry

Superannuation (pension) funds

Important data quality note

Data reliability issue - Other Financial Assets

Public offer (retail) unit trusts

Other managed funds institutions

Life insurance

All other managed funds institutions

Data downloads

Time series spreadsheets

Table 1. Summary managed funds industry, consolidated assets, total funds under management at end of period

Table 2. Summary managed funds institutions, assets at end of period

Table 3. Life insurance offices, unconsolidated assets, amounts outstanding at end of period

Table 4. Superannuation funds, unconsolidated assets, amounts outstanding at end of period

Table 5. Public unit trusts, unconsolidated assets, amounts outstanding at end of period

Table 6. Friendly societies, unconsolidated assets, amounts outstanding at end of period

Table 7. Common funds, unconsolidated assets, amounts outstanding at end of period

Table 8. Cash management trusts, unconsolidated assets, amounts outstanding at end of period

Table 9. Investment managers, source of funds, unconsolidated assets, amounts outstanding at end of period

Revisions

Enquiries

Previous catalogue number

Methodology

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