Australian Bureau of Statistics
Celebrating the International Year of Statistics 2013

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28/08/2009 Note: Revisions to Public unit trust data have impacted the time series presented in Tables 9 to 16. As a result, these tables are released today.

JUNE KEY FIGURES

	Jun Qtr 2008	Mar Qtr 2009	Jun Qtr 2009
CONSOLIDATED ASSETS	$m	$m	$m
Superannuation funds	785 314	693 486	739 812
Public unit trusts	275 772	249 542	249 221
Life insurance offices(a)	183 047	157 959	162 712
All other managed funds	63 002	56 112	54 657
Total	1 307 135	1 157 099	1 206 402
(a) Investments by superannuation funds which are held and administered by life insurance offices are included under life insurance offices.
Note: See note on consolidation in Explanatory Notes, paragraph 11.

Consolidated Assets, Type of institution

Consolidated Assets, Type of asset

• At 30 June 2009, total consolidated assets of managed funds institutions was $1,206.4b, an increase of $49.3b (4%) on the revised March quarter 2009 figure of $1,157.1b.
• Consolidated assets of superannuation funds (held outside of life offices) increased by $46.3b (7%); life insurance offices increased by $4.8b (3%); friendly societies increased by $0.1b (4%); cash management trusts decreased by $1.5b (3%); public unit trusts decreased by $0.3b (0.1%); and common funds decreased by $0.1b (1%).
• The major asset movements for the quarter were equities and units in trusts, up by $33.3b (9%); cash and deposits, up by $8.6b (5%); short term securities, up by $3.3b (4%); and other assets, up $4.2b (8%). Long term securities, loans and placements, and assets overseas all experienced small increases of $0.9b (1%), $0.8b (2%), $0.6b (0.3%) respectively. Land and buildings experienced a decrease of $2.4b (2%). The main valuation effects that occurred during the June 2009 quarter were as follows: the S&P/ASX 200 increased by 10.4%, the price of foreign shares (represented by the MSCI World Index) increased 19.3% and the A$ appreciated against the US$ by 18.1%.
• At 30 June 2009, investment managers had $1,013.6b in funds under management, up $49.9b (5%) on the revised March quarter 2009 figure of $963.7b. They managed $691.0b (57%) of the consolidated assets of managed funds institutions.