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MARCH KEY FIGURES

		Dec Qtr 2014	Mar Qtr 2015
		$m	$m
Total managed funds industry		2 504 077	2 617 447
Consolidated assets total managed funds institutions		1 972 318	2 071 712
Cross invested assets between managed funds institutions		506 225	537 954
Unconsolidated assets total managed funds institutions		2 478 542	2 609 667
	Life insurance corporations	290 224	304 557
	Superannuation (pension) funds	1 846 516	1 952 761
	Public offer (retail) unit trusts	302 581	311 519
	All other managed funds institutions	39 222	40 829

Managed Funds

Unconsolidated Assets, by type of institution

• At 31 March 2015, the managed funds industry had $2,617.4b funds under management, an increase of $113.4b (5%) on the December quarter 2014 figure of $2,504.1b.
• The main valuation effects that occurred during the March quarter 2015 were as follows: the S&P/ASX 200 increased 8.9%; the price of foreign shares, as represented by the MSCI World Index excluding Australia, increased 1.8%; and the A$ depreciated 6.9% against the US$.

• At 31 March 2015, the consolidated assets of managed funds institutions were $2,071.7b, an increase of $99.4b (5%) on the December quarter 2014 figure of $1,972.3b.
• The asset types that increased were shares, $45.4b (8%); overseas assets, $29.7b (7%); units in trusts, $10.7b (5%); other financial assets, $3.1b (12%); short term securities, $2.5b (3%); land, buildings and equipment, $2.4b (1%); bonds, etc., $2.1b (2%); deposits, $2.0b (1%); loans and placements, $1.1b (2%); and derivatives, $0.7b (34%). These were partially offset by decreases in other non-financial assets, $0.2b (1%).

• At 31 March 2015, there were $538.0b of assets cross invested between managed funds institutions.

• At 31 March 2015, the unconsolidated assets of superannuation (pension) funds increased $106.2b (6%), life insurance corporations increased $14.3b (5%), public offer (retail) unit trusts increased $8.9b (3%), cash management trusts increased $1.4b (6%), friendly societies increased $0.2b (2%), and common funds increased $0.1b (1%).

• Table 3 Life insurance corporations - revised for the December quarter 2014.
• Table 4 Superannuation (pension) funds - revised back to the March quarter 2013.
• Table 5 Public offer (retail) unit trusts - revised back to the September quarter 2005.
• Table 6 Friendly Societies - no revisions.
• Table 7 Common funds - revised back to the September quarter 2005
• Table 8 Cash management trusts - no revisions.
• Table 9 Resident Investment Managers - revised back to the March quarter 2013.