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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 2021
Released
3/06/2021

Key statistics

  • The total managed funds industry rose $111.3b (2.8%) to $4,111.7b funds under management
  • Consolidated assets of managed funds institutions rose $94.8b (3.0%) to $3,293.9b
  • Cross invested assets rose $8.1b (1.6%) to $514.0b
  • Unconsolidated assets rose $102.9b (2.8%) to $3,807.9b

Main features

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 Dec Qtr 2020
$m
Mar Qtr 2021
$m
Dec Qtr 2020 to Mar Qtr 2021
%
Total managed funds industry4 000 3654 111 6512.8
Consolidated assets total managed funds institutions3 199 0523 293 8633.0
Cross invested assets between managed funds institutions505 873513 9891.6
Unconsolidated assets total managed funds institutions3 704 9253 807 8522.8
 Life insurance corporations128 469126 621-1.4
 Superannuation (pension) funds3 090 7443 188 0193.1
 Public offer (retail) unit trusts431 407441 1172.3
 All other managed funds institutions54 30452 095-4.1

Analysis

Managed funds industry

Managed Funds industry as at 31 March 2021 had $4,111.7b 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 $97.3b (3.1%) to $3,188.0b during the March quarter.

Key movements were as follows:

  • assets overseas rose $39.3b (7.0%)
  • units in trusts rose $30.6b (2.7%)
  • shares rose $25.3b (5.1%)
  • land, buildings and equipment rose $7.3b (4.0%)
  • derivatives fell $1.8b (-4.9%)
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Public offer (retail) unit trusts

Total unconsolidated assets of public offer (retail) trusts rose $9.7b (2.3%) to $441.1b during the March quarter.

Key movements were as follows:

  • assets overseas rose $6.0b (8.4%)
  • shares rose $2.0b (3.7%)
  • land, buildings and equipment rose $1.8b (1.2%)

Cross investment within public offer (retail) unit trusts rose $0.9b (2.5%) to $38.1b

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Life insurance

Total unconsolidated assets of life insurance corporations fell $1.8b (-1.4%) to $126.6b during the March quarter.

Key movements were as follows:

  • units in trusts fell $0.8b (-1.8%)
  • short term securities rose $0.7b (28.2%)
  • assets overseas fell $0.6b (-3.3%)
  • loans and placements fell $0.5b (-9.2%)
  • bonds, etc. rose $0.5b (1.9%)
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All other managed funds institutions

Total unconsolidated assets of:

  • friendly societies rose $0.1b (1.0%) to $8.3b
  • common funds fell $0.3b (-2.3%) to $11.2b
  • cash management trusts fell $2.0b (-5.8%) to $32.6b

Revisions

  • Table 1 Summary managed funds industry - revised back to the September quarter 2017.
  • Table 2 Summary managed funds institutions - revised back to the June quarter 2009.
  • Table 3 Life insurance offices - revised back to the December quarter 2018.
  • 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 2009.
  • 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.