Managed Funds, Australia

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Statistics on the assets and liabilities of financial institutions that pool funds for investment, classified by type of financial instrument

Reference period
June 2022
Released
1/09/2022

Key statistics

During the June 2022 quarter:

  • the total managed funds industry fell $180.2b (-4.0%) to $4,296.3b funds under management
  • consolidated assets of managed funds institutions fell $127.0b (-3.5%) to $3,457.3b
  • cross invested assets fell $48.4b (-8.7%) to $505.7b
  • unconsolidated assets fell $175.4b (-4.2%) to $3,963.1b.

Main features

  Mar Qtr 2022
$m
Jun Qtr 2022
$m
Mar Qtr 2022 to Jun Qtr 2022
%
Total managed funds industry 4,476,525 4,296,275 -4.0
Consolidated assets total managed funds institutions 3,584,314 3,457,346 -3.5
Cross invested assets between managed funds institutions 554,122 505,705 -8.7
Unconsolidated assets total managed funds institutions 4,138,436 3,963,051 -4.2
 Life insurance corporations 125,454 119,959 -4.4
 Superannuation (pension) funds 3,476,848 3,322,824 -4.4
 Public offer (retail) unit trusts 482,846 472,549 -2.1
 All other managed funds institutions 53,289 47,719 -10.5

Analysis

Managed funds industry

Managed Funds industry as at 30 June 2022 had $4,296.3b funds under management, comprised of:

*Resident investment managers placements with other resident investment managers are deducted when deriving the size of the total managed funds industry.
 

Note: Hide/unhide series in the graph by clicking the legend above 

Superannuation (pension) funds

Total unconsolidated assets of superannuation funds fell $154.0b (-4.4%) to $3,322.8b during the June quarter.

Key movements were as follows:

  • units in trusts fell $83.5b (-6.6%)
  • shares fell $73.9b (-11.9%)
  • assets overseas fell $28.6b (-4.2%)
  • deposits rose $24.2b (10.1%)
  • other financial assets rose $9.6b (3.9%).

Important data quality note

Public offer (retail) unit trusts

Total unconsolidated assets of public offer (retail) trusts fell $10.3b (-2.1%) to $472.5b during the June quarter.

Key movements were as follows:

  • units in trusts fell $6.9b (-6.9%)
  • shares fell $6.4b (-8.9%)
  • assets overseas fell $3.6b (-4.2%)
  • land, buildings and equipment rose $3.4b (2.1%)
  • deposits rose $1.3b (20.1%).

Cross investment within public offer (retail) unit trusts fell $6.8b (-16.2%) to $35.0b.

Life insurance

Total unconsolidated assets of life insurance corporations fell $5.5b (-4.4%) to $120.0b during the June quarter.

Key movements were as follows:

  • units in trusts fell $2.4b (-5.8%)
  • shares fell $1.1b (-7.6%)
  • assets overseas fell $1.1b (-6.1%)
  • bonds, etc. fell $0.7b (-2.7%)
  • short term securities fell $0.4b (-15.7%).

All other managed funds institutions

Total unconsolidated assets of:

  • friendly societies fell $0.3b (-3.8%) to $8.7b
  • common funds fell $0.6b (-5.1%) to $10.9b
  • cash management trusts fell $4.6b (-14.1%) to $28.1b.

Revisions

  • Table 1 Summary managed funds industry - revised back to the September quarter 2018.
  • Table 2 Summary managed funds institutions - revised back to the September quarter 2018.
  • Table 3 Life insurance offices - revised back to the September quarter 2018.
  • Table 4 Superannuation (pension) funds - revised back to the September quarter 2018.
  • Table 5 Public offer (retail) unit trusts - revised back to the September quarter 2020.
  • Table 6 Friendly Societies - revised back to the March quarter 2022.
  • Table 7 Common funds - revised back to the March quarter 2022.
  • Table 8 Cash management trusts - revised back to the March quarter 2022.
  • Table 9 Resident Investment Managers - revised back to the September quarter 2018.

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Data downloads

Time series spreadsheets

Data files

Previous catalogue number

This release previously used catalogue number 5655.0.
 

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