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MARCH KEY FIGURES

		Dec Qtr 2017	Mar Qtr 2018
		$m	$m
Total managed funds industry		3 397 633	3 412 596
Consolidated assets total managed funds institutions		2 753 147	2 761 645
Cross invested assets between managed funds institutions		563 555	556 014
Unconsolidated assets total managed funds institutions		3 316 702	3 317 658
	Life insurance corporations	241 709	238 637
	Superannuation (pension) funds	2 657 437	2 663 512
	Public offer (retail) unit trusts	363 822	361 689
	All other managed funds institutions	53 734	53 821

Managed Funds

Unconsolidated Assets, by type of institution

• At 31 March 2018, the managed funds industry had $3,412.6b funds under management, an increase of $15.0b (0.4%) on the December quarter 2017 figure of $3,397.6b.
• The main valuation effects that occurred during the March quarter 2018 were as follows: the S&P/ASX 200 decreased 5.0%; the price of foreign shares, as represented by the MSCI World Index excluding Australia, decreased 1.6%; and the A$ depreciated 1.7% against the US$.

• At 31 March 2018, the consolidated assets of managed funds institutions were $2,761.6b, an increase of $8.5b (0.3%) on the December quarter 2017 figure of $2,753.1b.
• The asset types that increased were overseas assets, $21.2b (4.7%); derivatives, $3.3b (11.5%); land, buildings and equipment, $2.5b (0.8%); bonds, etc., $1.5b (1.7%); and other non-financial assets, $0.8b (7.4%). These were partially offset by decreases in shares, $18.4b (3.6%); deposits, $1.7b (0.6%); units in trusts, $0.6b (0.1%); loans and placements, $0.2b (0.4%); and short term securities, $0.1b (0.1%). Other financial assets were flat.

• At 31 March 2018, there were $556.0b of assets cross invested between managed funds institutions.

• At 31 March 2018, the unconsolidated assets of superannuation (pension) funds increased $6.1b (0.2%) and cash management trusts increased $0.3b (1.0%). Life insurance corporations decreased $3.1b (1.3%); public offer (retail) unit trusts decreased $2.1b (0.6%); common funds decreased $0.2b (1.6%) and friendly societies decreased $0.1b (1.1%).

• Table 3 Life insurance corporations - revised back to the June quarter 2017.
• Table 4 Superannuation (pension) funds - revised back to the September quarter 2016.
• Table 5 Public offer (retail) unit trusts - revised back to the June quarter 2014.
• Table 6 Friendly Societies - no revisions.
• Table 7 Common funds - no revisions.
• Table 8 Cash management trusts - revised back to the December quarter 2017.
• Table 9 Resident Investment Managers - revised back to the June quarter 2016.