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

MARCH KEY FIGURES

	Mar Qtr 2009	Dec Qtr 2009	Mar Qtr 2010
CONSOLIDATED ASSETS	$m	$m	$m
Superannuation funds	691 061	846 377	877 850
Public unit trusts	249 542	259 385	262 263
Life insurance offices(a)	157 959	181 843	181 819
All other managed funds	56 112	47 912	46 129
Total	1 154 674	1 335 516	1 368 061
(a) Investments by superannuation funds which are held and administered by life insurance offices are included under life insurance offices.
Note: See note on consolidation in Explanatory Notes, paragraph 11.

Consolidated Assets, Type of institution

Consolidated Assets, Type of asset

• At 31 March 2010, total consolidated assets of managed funds institutions was $1,368.1b, an increase of $32.5b (2%) on the December quarter 2009 figure of $1,335.5b.
• Consolidated assets of superannuation funds increased $31.5b (4%); public unit trusts increased $2.9b (1%); common funds decreased $0.1b (1%); cash management trusts decreased $1.7b (4%); and life insurance offices and friendly societies remained virtually the same.
• The asset types to increase for the quarter were equities and units in trusts, $17.4b (3%); assets overseas, $11.1b (5%); land and buildings, $2.8b (2%); long term securities, $1.4b (2%); loans and placements, $0.8b (2%) and cash and deposits, $0.5b (0.3%). The asset types to decrease were short term securities, $1.4b (1%) and other assets, $0.1b (0.2%). The main valuation effects that occurred during the March quarter 2010 were: the S&P/ASX 200 increased 0.1%, the price of foreign shares (represented by the MSCI World Index) increased 2.7%, and the A$ appreciated 2.1% against the US$.
• At 31 March 2010, investment managers had $1,156.9b in funds under management, up $18.3b (2%) on the December quarter 2009 figure of $1,138.6b. They managed $785.3b (57%) of the consolidated assets of managed funds institutions.