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MARCH KEY FIGURES
![](/icons/ecblank.gif) | ![](/icons/ecblank.gif) | Dec Qtr 2018 | Mar Qtr 2019 |
![](/icons/ecblank.gif) | ![](/icons/ecblank.gif) | $m | $m |
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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 |
![](/icons/ecblank.gif) | ![](/icons/ecblank.gif) | ![](/icons/ecblank.gif) |
![](/icons/ecblank.gif) | Life insurance corporations | 229 549 | 238 673 |
![](/icons/ecblank.gif) | Superannuation (pension) funds | 2 660 407 | 2 809 387 |
![](/icons/ecblank.gif) | Public offer (retail) unit trusts | 371 365 | 381 015 |
![](/icons/ecblank.gif) | All other managed funds institutions | 55 953 | 58 768 |
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Managed Funds
![Graph: Managed Funds](/ausstats/abs@.nsf/0/2c63b6d288c3224bca25846b0014d8d7/Body/0.1832!OpenElement&FieldElemFormat=gif)
| Unconsolidated Assets, by type of institution
![Graph: Unconsolidated Assets](/ausstats/abs@.nsf/0/2c63b6d288c3224bca25846b0014d8d7/Body/0.3A46!OpenElement&FieldElemFormat=gif)
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MARCH KEY POINTS
TOTAL MANAGED FUNDS INDUSTRY
- 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$.
CONSOLIDATED ASSETS OF MANAGED FUNDS INSTITUTIONS
- 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%).
CROSS INVESTED ASSETS
- At 31 March 2019, there were $567.6b of assets cross invested between managed funds institutions.
UNCONSOLIDATED ASSETS
- 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%).
NOTES
FORTHCOMING ISSUES
ISSUE (QUARTER) | Release Date |
June 2019 | 5 September 2019 |
September 2019 | 12 December 2019 |
December 2019 | 5 March 2020 |
March 2020 | 4 June 2020 |
REVISIONS
- 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.
PRIVACY
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INQUIRIES
For further information about these and related statistics, contact the National Information and Referral Service on 1300 135 070.
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