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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
March 2022
Released
2/06/2022
  • Next Release 1/09/2022
    Managed Funds, Australia, June 2022
  • Next Release 1/12/2022
    Managed Funds, Australia, September 2022
  • Next Release 2/03/2023
    Managed Funds, Australia, December 2022
  • View all releases

Key statistics

During the March 2022 quarter:

  • the total managed funds industry fell $61.4b (-1.4%) to $4,482.7b funds under management
  • consolidated assets of managed funds institutions fell $16.5b (-0.5%) to $3,590.5b
  • cross invested assets fell $29.2b (-4.9%) to $562.7b
  • unconsolidated assets fell $45.6b (-1.1%) to $4,153.2b.

Main features

  Dec Qtr 2021
$m
Mar Qtr 2022
$m
Dec Qtr 2021 to Mar Qtr 2022
%
Total managed funds industry 4,544,160 4,482,715 -1.4
Consolidated assets total managed funds institutions 3,606,966 3,590,504 -0.5
Cross invested assets between managed funds institutions 591,866 562,694 -4.9
Unconsolidated assets total managed funds institutions 4,198,832 4,153,198 -1.1
 Life insurance corporations 126,810 122,915 -3.1
 Superannuation (pension) funds 3,521,687 3,494,034 -0.8
 Public offer (retail) unit trusts 496,067 482,971 -2.6
 All other managed funds institutions 54,268 53,277 -1.8

Analysis

Managed funds industry

Managed Funds industry as at 31 March 2022 had $4,482.7b 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 fell $27.7b (-0.8%) to $3,494.0b during the March quarter.

Key movements were as follows:

  • units in trusts fell $46.7b (-3.5%)
  • shares rose $30.8b (5.2%)
  • assets overseas fell $30.5b (-4.3%)
  • derivatives rose $7.6b (19.3%)
  • land, buildings and equipment rose $3.1b (1.5%).

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. 

Public offer (retail) unit trusts

Total unconsolidated assets of public offer (retail) trusts fell $13.1b (-2.6%) to $483.0b during the March quarter.

Key movements were as follows:

  • assets overseas fell $3.8b (-4.3%)
  • units in trusts fell $3.5b (-3.4%)
  • loans and placements fell $1.9b (-6.1%)
  • shares fell $1.7b (-2.2%)
  • deposits fell $1.4b (-16.3%).

Cross investment within public offer (retail) unit trusts rose $0.0b (0.0%) to $43.2b.

Life insurance

Total unconsolidated assets of life insurance corporations fell $3.9b (-3.1%) to $122.9b during the March quarter.

Key movements were as follows:

  • units in trusts fell $2.3b (-5.3%)
  • assets overseas fell $0.8b (-4.7%)
  • bonds, etc. fell $0.4b (-1.6%)
  • shares fell $0.3b (-1.8%)
  • derivatives fell $0.2b (-17.6%).

All other managed funds institutions

Total unconsolidated assets of:

  • friendly societies fell $0.2b (-2.6%) to $9.0b
  • common funds rose $0.1b (0.5%) to $11.5b
  • cash management trusts fell $0.8b (-2.4%) to $32.8b.

Revisions

  • Table 1 Summary managed funds industry - revised back to the June quarter 2019.
  • Table 2 Summary managed funds institutions - revised back to the June quarter 2020.
  • Table 3 Life insurance offices - revised back to the December quarter 2021.
  • Table 4 Superannuation (pension) funds - revised back to the June quarter 2020.
  • Table 5 Public offer (retail) unit trusts - revised back to the December quarter 2021.
  • 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 June quarter 2019.

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Data downloads

Time series spreadsheets

Data files

Previous catalogue number

This release previously used catalogue number 5655.0.