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5655.0 - Managed Funds, Australia, Mar 2013  
Previous ISSUE Released at 11:30 AM (CANBERRA TIME) 30/05/2013   
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MARCH KEY FIGURES

Dec Qtr 2012
Mar Qtr 2013
$m
$m

Total managed funds industry
2 024 458
2 093 901
Consolidated assets total managed funds institutions
1 601 970
1 662 843
Cross invested assets between managed funds institutions
407 938
424 656
Unconsolidated assets total managed funds institutions
2 009 908
2 087 499
Life insurance corporations
246 159
252 128
Superannuation (pension) funds
1 456 391
1 525 666
Public offer (retail) unit trusts
265 192
268 181
All other managed funds institutions
42 166
41 524


Managed Funds
Graph: Managed Funds

Unconsolidated Assets, by type of institution
Graph: Unconsolidated Assets, by type of institution




MARCH KEY POINTS


TOTAL MANAGED FUNDS INDUSTRY
  • At 31 March 2013, the managed funds industry had $2,093.9b funds under management, an increase of $69.4b (3%) on the December quarter 2012 figure of $2,024.5b.
  • The main valuation effects that occurred during March quarter 2013 were as follows: the S&P/ASX 200 increased 6.8%; the price of foreign shares, as represented by the MSCI World Index excluding Australia, increased 7.1%; and the A$ appreciated 0.4% against the US$.


CONSOLIDATED ASSETS OF MANAGED FUNDS INSTITUTIONS
  • At 31 March 2013, the consolidated assets of managed funds institutions were $1,662.8b, an increase of $60.9b (4%) on the December quarter 2012 figure of $1,602.0b.
  • The asset types that increased were shares, $32.5b (7%); overseas assets, $14.3b (5%); units in trusts, $5.1b (3%); short term securities, $4.8b (5%); land, buildings and equipment, $2.3b (1%); deposits, $2.1b (1%); other financial assets, $0.6b (2%); bonds, etc., $0.5b (1%); derivatives, $0.2b (19%). These were partially offset by decreases in other non-financial assets, $0.9b (4%); and loans and placements, $0.6b (2%).


CROSS INVESTED ASSETS
  • At 31 March 2013, there were $424.7b of assets cross invested between managed funds institutions.


UNCONSOLIDATED ASSETS
  • At 31 March 2013, the unconsolidated assets of superannuation (pension) funds increased $69.3b (5%), life insurance corporations increased $6.0b (2%), and public offer (retail) unit trusts increased $3.0b (1%). Cash management trusts decreased $0.4b (2%), and common funds decreased $0.2b (3%). Friendly societies were flat.


NOTES

FORTHCOMING ISSUES

ISSUE (QUARTER) Release Date
June 2013 29 August 2013
September 2013 28 November 2013
December 2013 27 February 2014
March 2014 29 May 2014



REVISIONS

There have been revisions as a result of the receipt of revised administrative data, survey data and due to the inclusion of new survey respondents.
  • Investment managers data was revised back to September quarter 2006.
  • Superannuation funds data was revised back to September quarter 2007.
  • Public offer (retail) unit trusts data was revised back to June quarter 2011.
  • Life insurance offices data was revised back to March quarter 2010.
  • Common funds, friendly societies and cash management trusts data had no revisions.


INQUIRIES

For further information about these and related statistics, contact the National Information and Referral Service on 1300 135 070 or Joan Zhang on Sydney (02) 9268 4812.


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