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5655.0 - Managed Funds, Australia, Mar 2010  
Previous ISSUE Released at 11:30 AM (CANBERRA TIME) 27/05/2010   
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MARCH KEY FIGURES

Mar Qtr 2009
Dec Qtr 2009
Mar Qtr 2010
CONSOLIDATED ASSETS
$m
$m
$m

Superannuation funds
691 061
846 377
877 850
Public unit trusts
249 542
259 385
262 263
Life insurance offices(a)
157 959
181 843
181 819
All other managed funds
56 112
47 912
46 129
Total
1 154 674
1 335 516
1 368 061

(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
Graph: Consolidated Assets, Type of institution

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




MARCH KEY POINTS


CONSOLIDATED ASSETS
  • At 31 March 2010, total consolidated assets of managed funds institutions was $1,368.1b, an increase of $32.5b (2%) on the December quarter 2009 figure of $1,335.5b.
  • Consolidated assets of superannuation funds increased $31.5b (4%); public unit trusts increased $2.9b (1%); common funds decreased $0.1b (1%); cash management trusts decreased $1.7b (4%); and life insurance offices and friendly societies remained virtually the same.
  • The asset types to increase for the quarter were equities and units in trusts, $17.4b (3%); assets overseas, $11.1b (5%); land and buildings, $2.8b (2%); long term securities, $1.4b (2%); loans and placements, $0.8b (2%) and cash and deposits, $0.5b (0.3%). The asset types to decrease were short term securities, $1.4b (1%) and other assets, $0.1b (0.2%). The main valuation effects that occurred during the March quarter 2010 were: the S&P/ASX 200 increased 0.1%, the price of foreign shares (represented by the MSCI World Index) increased 2.7%, and the A$ appreciated 2.1% against the US$.
  • At 31 March 2010, investment managers had $1,156.9b in funds under management, up $18.3b (2%) on the December quarter 2009 figure of $1,138.6b. They managed $785.3b (57%) of the consolidated assets of managed funds institutions.


NOTES

FORTHCOMING ISSUES

ISSUE (QUARTER) Release Date
June 2010 26 August 2010
September 2010 25 November 2010
December 2010 25 February 2011
March 2011 26 May 2011



REVISIONS IN THIS ISSUE

There have been revisions in some series as a result of the receipt of revised administrative data and revised survey data. Superannuation data have been revised back to September quarter 2006, life insurance offices data have been revised back to December quarter 2009 and investment manager data have been revised back to June quarter 2008.


CHANGES IN THIS ISSUE

As advised in the previous issue, time series spreadsheets for tables 9 through 19 will be released one week after the release of the publication (pdf file) due to confidentiality and quality assurance processes.


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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