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Managed Funds, Australia

Statistics about money pooled for investment purposes in the managed funds industry

Reference period
March 2020
Released
4/06/2020

Key statistics

  • Managed funds under management fell $231.7b (-5.9%) in March.
  • Consolidated assets of managed funds institutions fell $161.5b (-5.2%).
  • Cross invested assets fell $78.0b (-13.6%) to $495.7b.
  • Unconsolidated assets fell $239.5b (-6.5%) to $3,469.2b.

Main features

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 Dec Qtr 2019Mar Qtr 2020Dec Qtr 2019 to Mar Qtr 2020
$m$m%
Total managed funds industry3 949 9883 718 243-5.9
Consolidated assets total managed funds institutions3 134 9852 973 489-5.2
Cross invested assets between managed funds institutions573 721495 678-13.6
Unconsolidated assets total managed funds institutions3 708 7063 469 167-6.5
 Life insurance corporations205 242187 251-8.8
 Superannuation (pension) funds3 031 8232 823 893-6.9
 Public offer (retail) unit trusts412 784397 169-3.8
 All other managed funds institutions58 85760 8543.4

 

 

Revisions

  • Table 3 Life insurance corporations - revised back to the June quarter 2019.
  • Table 4 Superannuation (pension) funds - revised back to the September quarter 2016.
  • Table 5 Public offer (retail) unit trusts - revised back to the June quarter 2019.
  • 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 2017.
     

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Analysis

Managed funds industry

The Managed Funds industry as at 31 March 2020 had $3,718.2b 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

Superannuation (pension) funds

Total unconsolidated assets of superannuation funds fell $207.9b (-6.9%) to $2,823.9b during the March quarter

Key movements were as follows:

units in trusts fell $124.0b (-11.4%)
shares fell $110.9b (-23.0%)
deposits rose $35.5b (15.2%)
assets overseas fell $17.3b (-3.2%)
derivatives rose $16.4b (53.6%)

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Public offer (retail) unit trusts

Total unconsolidated assets of public offer (retail) trusts fell $15.6b (-3.8%) to $397.2b during the March quarter

Key movements were as follows:

units in trusts fell $8.7b (-9.0%)
shares fell $7.5b (-19.8%)
assets overseas fell $4.3b (-6.6%)
deposits rose $2.6b (38.8%)
derivatives rose $1.7b (47.9%)

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Life insurance

Total unconsolidated assets of life insurance corporations fell $18.0b (-8.8%) to $187.3b during the March quarter

Key movements were as follows:

units in trusts fell $19.3b (-16.4%)
shares fell $1.7b (-8.4%)
derivatives rose $1.1b (78.5%)
bonds, etc. rose $0.7b (2.6%)
other financial assets rose $0.6b (8.7%)

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All other managed funds institutions

Total unconsolidated assets of:

friendly societies fell $0.6b (-7.1%) to $7.4b
common funds fell $0.9b (-8.0%) to $10.4b
cash management trusts rose $3.5b (8.8%) to $43.0b

Inquiries

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

Data downloads

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