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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
June 2021
Released
2/09/2021
Future Releases
  • Next Release 2/12/2021
    Managed Funds, Australia, September 2021
  • Next Release 3/03/2022
    Managed Funds, Australia, December 2021
  • Next Release 2/06/2022
    Managed Funds, Australia, March 2022
  • View all releases

Key statistics

During the June 2021 quarter:

  • The total managed funds industry rose $208.3b (5.1%) to $4,309.8b funds under management
  • Consolidated assets of managed funds institutions rose $154.1b (4.7%) to $3,437.9b
  • Cross invested assets rose $41.8b (8.1%) to $555.5b
  • Unconsolidated assets rose $196.0b (5.2%) to $3,993.4b

Main features

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 Mar Qtr 2021
$m
Jun Qtr 2021
$m
Mar Qtr 2021 to Jun Qtr 2021
%
Total managed funds industry4 101 5324 309 8245.1
Consolidated assets total managed funds institutions3 283 7443 437 8894.7
Cross invested assets between managed funds institutions513 702555 5388.1
Unconsolidated assets total managed funds institutions3 797 4463 993 4275.2
 Life insurance corporations126 621127 3640.6
 Superannuation (pension) funds3 175 6433 353 4075.6
 Public offer (retail) unit trusts442 660461 4664.2
 All other managed funds institutions52 52251 189-2.5

Analysis

Managed funds industry

Managed Funds industry as at 30 June 2021 had $4,309.8b funds under management, comprised of:

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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
 

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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 $177.8b (5.6%) to $3,353.4b during the June quarter.

Key movements were as follows:

  • units in trusts rose $77.3b (6.5%)
  • assets overseas rose $48.8b (8.1%)
  • shares rose $42.6b (8.2%)
  • short term securities fell $10.9b (-18.2%)
  • land, buildings and equipment rose $8.9b (4.8%)
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Public offer (retail) unit trusts

Total unconsolidated assets of public offer (retail) trusts rose $18.8b (4.2%) to $461.5b during the June quarter.

Key movements were as follows:

  • assets overseas rose $8.8b (11.5%)
  • land, buildings and equipment rose $5.4b (3.7%)
  • units in trusts rose $3.0b (3.2%)
  • shares rose $1.3b (2.4%)

Cross investment within public offer (retail) unit trusts rose $0.8b (2.0%) to $38.9b.

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Life insurance

Total unconsolidated assets of life insurance corporations rose $0.7b (0.6%) to $127.4b during the June quarter.

Key movements were as follows:

  • shares fell $1.6b (-10.2%)
  • other non-financial assets rose $1.0b (48.9%)
  • bonds, etc. rose $1.0b (3.6%)
  • deposits fell $0.9b (-13.8%)
  • assets overseas rose $0.8b (4.7%)
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All other managed funds institutions

Total unconsolidated assets of:

  • friendly societies rose $0.5b (6.0%) to $8.7b
  • common funds rose $0.3b (2.9%) to $11.1b
  • cash management trusts fell $2.1b (-6.4%) to $31.3b

Revisions

  • Table 1 Summary managed funds industry - revised back to the September quarter 2015.
  • Table 2 Summary managed funds institutions - revised back to the September quarter 2015.
  • Table 3 Life insurance offices - revised back to the March quarter 2021.
  • Table 4 Superannuation (pension) funds - revised back to the September quarter 2017.
  • Table 5 Public offer (retail) unit trusts - revised back to the March quarter 2021.
  • 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 2015.
  • Table 9 Resident Investment Managers - revised back to the September quarter 2017.

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Data downloads

Time series spreadsheets

Data files

Previous catalogue number

This release previously used catalogue number 5655.0.