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MARCH KEY FIGURES

		Dec Qtr 2016	Mar Qtr 2017
		$m	$m
Total managed funds industry		2 843 310	2 872 331
Consolidated assets total managed funds institutions		2 239 889	2 276 166
Cross invested assets between managed funds institutions		500 797	514 404
Unconsolidated assets total managed funds institutions		2 740 686	2 790 570
	Life insurance corporations	227 116	225 097
	Superannuation (pension) funds	2 143 104	2 195 624
	Public offer (retail) unit trusts	318 422	318 634
	All other managed funds institutions	52 045	51 215

Managed Funds

Unconsolidated Assets, by type of institution

• At 31 March 2017, the managed funds industry had $2,872.3b funds under management, an increase of $29.0b (1%) on the December quarter 2016 figure of $2,843.3b.
• The main valuation effects that occurred during the March quarter 2017 were as follows: the S&P/ASX 200 increased 3.5%; the price of foreign shares, as represented by the MSCI World Index excluding Australia, increased 5.7%; and the A$ appreciated 5.6% against the US$.

• At 31 March 2017, the consolidated assets of managed funds institutions were $2,276.2b, an increase of $36.3b (2%) on the December quarter 2016 figure of $2,239.9b.
• The asset types that increased were shares, $19.7b (3%); overseas assets, $9.6b (2%); deposits, $3.8b (1%); short term securities, $2.9b (2%); other financial assets, $2.6b (8%); units in trusts, $2.5b (2%); and land, buildings and equipment, $1.1b (0%). These were partially offset by decreases in bonds, etc., $5.5b (4%); other non-financial assets, $0.2b (2%); and derivatives, $0.2b (5%). Loans and placements were flat.

• At 31 March 2017, there were $514.4b of assets cross invested between managed funds institutions.

• At 31 March 2017, the unconsolidated assets of superannuation (pension) funds increased $52.5b (2%), common funds increased $0.3b (3%) and public offer (retail) unit trusts increased $0.2b (0%). Life insurance corporations decreased $2.0b (1%) and cash management trusts decreased $1.1b (3%). Friendly societies were flat.

• Table 3 Life insurance corporations - revised back to the December quarter 2016.
• Table 4 Superannuation (pension) funds - revised back to the March quarter 2015.
• Table 5 Public offer (retail) unit trusts - revised back to the December quarter 2016.
• Table 6 Friendly Societies - no revisions.
• Table 7 Common funds - no revisions.
• Table 8 Cash management trusts - no revisions.
• Table 9 Resident Investment Managers - revised back to the March quarter 2015.