• Summary
• Downloads
• Explanatory Notes
• Related Information
• Past Releases

MARCH KEY FIGURES

		Dec Qtr 2018	Mar Qtr 2019
		$m	$m
Total managed funds industry		3 415 051	3 590 426
Consolidated assets total managed funds institutions		2 779 419	2 920 283
Cross invested assets between managed funds institutions		537 855	567 560
Unconsolidated assets total managed funds institutions		3 317 274	3 487 843
	Life insurance corporations	229 549	238 673
	Superannuation (pension) funds	2 660 407	2 809 387
	Public offer (retail) unit trusts	371 365	381 015
	All other managed funds institutions	55 953	58 768

Managed Funds

Unconsolidated Assets, by type of institution

• At 31 March 2019, the managed funds industry had $3,590.4b funds under management, an increase of $175.4b (5.1%) on the December quarter 2018 figure of $3,415.1b.
• The main valuation effects that occurred during the March quarter 2019 were as follows: the S&P/ASX 200 increased 9.5%; the price of foreign shares, as represented by the MSCI World Index excluding Australia, increased 11.9%; and the A$ appreciated 0.4% against the US$.

• At 31 March 2019, the consolidated assets of managed funds institutions were $2,920.3b, an increase of $140.9b (5.1%) on the December quarter 2018 figure of $2,779.4b.
• The asset types that increased were shares, $42.2b (9.0%); units in trusts, $39.4b (5.3%); overseas assets, $37.6b (7.7%); bonds, etc., $6.0b (6.2%); derivatives, $4.9b (14.5%); short term securities, $3.2b (3.7%); deposits, $2.8b (1.1%); other financial assets, $2.5b (1.0%); land, buildings and equipment, $2.4b (0.8%) and loans and placements, $0.1b (0.3%). There was a decrease in other non-financial assets, $0.2b (1.7%).

• At 31 March 2019, there were $567.6b of assets cross invested between managed funds institutions.

• At 31 March 2019, the unconsolidated assets of superannuation (pension) funds increased $149.0b (5.6%), public offer (retail) unit trusts increased $9.7b (2.6%), life insurance corporations increased $9.1b (4.0%), cash management trusts increased $2.3b (6.0%), common funds increased $0.3b (3.1%) and friendly societies increased $0.2b (2.9%).

• Table 3 Life insurance corporations - revised back to the June quarter 2013.
• Table 4 Superannuation (pension) funds - revised back to the March quarter 2017.
• Table 5 Public offer (retail) unit trusts - revised back to the September quarter 2012.
• 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 2017.