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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

Unconsolidated Assets, by type of institution

• 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$.

• 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%).

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

• 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.

• 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.