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5655.0 - Managed Funds, Australia, Sep 2007  
Previous ISSUE Released at 11:30 AM (CANBERRA TIME) 29/11/2007   
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Note: Additional Information

Revisions to Public unit trust data have impacted the time series presented in Tables 9 to 16. As a result, these tables have been released on 14 December 2007.


SEPTEMBER KEY FIGURES

Sep Qtr 2006
Jun Qtr 2007
Sep Qtr 2007
CONSOLIDATED ASSETS
$m
$m
$m

Superannuation funds
638 431
789 822
810 000
Public unit trusts
245 906
279 716
282 181
Life insurance offices(a)
199 981
222 678
224 306
All other managed funds
52 319
62 411
62 414
Total
1 136 637
1 354 627
1 378 901

(a) Investments by superannuation funds which are held and administered by life insurance offices are included under life insurance offices.
See note on consolidation in Explanatory Notes, paragraph 10.

Consolidated Assets, Type of Institution
Graph: Consolidated assets, Type of institution

Consolidated Assets, Type of asset
Graph: Consolidated assets, Type of asset



SEPTEMBER KEY POINTS


CONSOLIDATED ASSETS

  • Total consolidated assets of managed funds institutions was $1,378.9b at 30 September 2007, an increase of $24.3b (2%) on the revised June quarter 2007 figure of $1,354.6b.
  • Consolidated assets of superannuation funds increased by $20.2b (3%), public unit trusts were up by $2.5b (1%), life insurance offices up by $1.6b (1%), common funds by $0.3b (3%), cash management trusts down $0.2b (1%) and friendly societies down by $0.1b (2%).
  • Investment in equities and units in trusts increased by $22.4b (4%). Other increases were recorded in assets overseas, up $5.2b (2%), land and buildings, up $4.0b (3%) and short-term securities, up $1.1b (1%). Decreases occurred in other assets, down $5.6b (12%) and cash and deposits, down $1.7b (1%). During the September quarter 2007, the S&P/ASX 200 rose 5.9%, the price of foreign shares (represented by the US S&P 500) rose 1.5% and the A$ appreciated against the US$ by 4.01%.
  • Investment managers had $1,258.2b in funds under management at 30 September 2007, up $30.6b (3%) on the revised June quarter 2007 figure of $1,227.6b. They managed $874.5b (63%) of the consolidated assets of managed funds institutions.


NOTES

FORTHCOMING ISSUES

ISSUE (QUARTER) Release Date
December 2007 28 February 2008
March 2008 29 May 2008
June 2008 28 August 2008
September 2008 27 November 2008



REVISIONS IN THIS ISSUE

There have been revisions in some series as a result of quality assurance work undertaken with data providers and the receipt of revised administrative data. Specifically, public unit trust data has been revised back to June 2000; life insurance office and superannuation data has been revised back to December 2005; and investment managers data has been revised back to September 2005.


Revisions to Public unit trust data have impacted the time series presented in Tables 9 through to 16. As a result, these tables are not yet available and will be made available in the week commencing 10 December 2007. If you have any queries please contact Judy Sykes on 02 6252 5222.



ROUNDING

Discrepancies may occur between sums of the component items and totals due to rounding.



INQUIRIES

For further information about these and related statistics, contact the National Information and Referral Service on 1300 135 070 or Judy Sykes on Canberra (02) 6252 5222.


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