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Managed Funds, Australia

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Statistics on the assets and liabilities of financial institutions that pool funds for investment, classified by type of financial instrument

Reference period

December 2020

Released

4/03/2021

View all releases

Key statistics

The total managed funds industry rose $169.8b (4.4%) to $3,997.1b funds under management
Consolidated assets of managed funds institutions rose $146.4b (4.8%) to $3,201.8b
Cross invested assets rose $25.4b (5.3%) to $505.5b
Unconsolidated assets rose $171.9b (4.9%) to $3,707.2b

Main features

		Sep Qtr 2020 $m	Dec Qtr 2020 $m	Sep Qtr 2020 to Dec Qtr 2020 %
Total managed funds industry		3 827 375	3 997 127	4.4
Consolidated assets total managed funds institutions		3 055 317	3 201 760	4.8
Cross invested assets between managed funds institutions		480 030	505 465	5.3
Unconsolidated assets total managed funds institutions		3 535 346	3 707 225	4.9
	Life insurance corporations	127 085	128 458	1.1
	Superannuation (pension) funds	2 931 998	3 092 780	5.5
	Public offer (retail) unit trusts	416 345	431 683	3.7
	All other managed funds institutions	59 918	54 304	-9.4

Analysis

Managed funds industry

Managed Funds industry as at 31 December 2020 had $3,997.1b funds under management, comprised of:

Managed funds industry* - source of funds
	Resident Investment Managers; Sourced from Managed Funds Institutions ($b)	Resident Investment Managers; Sourced from Other Resident Sources ($b)	Resident Investment Managers; Sourced from Overseas ($b)	Managed Funds Institutions; Directly Invested or Placed with Non-Resident Investment Managers ($b)
Dec-15	1,089.2	544.8	91.3	1,046.7
Mar-16	1,080.6	542.5	89.6	1,038.1
Jun-16	1,106.9	545.0	98.0	1,075.0
Sep-16	1,199.3	561.1	102.1	1,234.5
Dec-16	1,243.5	570.2	106.4	1,238.3
Mar-17	1,269.4	569.1	112.0	1,264.6
Jun-17	1,299.6	581.7	115.0	1,304.2
Sep-17	1,321.5	588.1	118.6	1,307.6
Dec-17	1,361.3	606.0	122.6	1,343.2
Mar-18	1,369.9	606.1	124.7	1,341.7
Jun-18	1,408.5	620.1	123.1	1,361.7
Sep-18	1,450.4	628.1	124.4	1,379.3
Dec-18	1,393.5	598.5	118.6	1,337.1
Mar-19	1,482.7	648.2	125.6	1,389.9
Jun-19	1,540.0	663.8	129.2	1,440.7
Sep-19	1,580.4	673.0	133.4	1,474.8
Dec-19	1,614.2	685.3	142.8	1,495.7
Mar-20	1,498.1	624.5	134.6	1,449.4
Jun-20	1,491.2	650.5	132.4	1,538.2
Sep-20	1,499.9	655.2	128.9	1,543.3
Dec-20	1,590.3	677.0	130.8	1,599.1

Managed funds industry* - source of funds

["","Resident Investment Managers; Sourced from Managed Funds Institutions","Resident Investment Managers; Sourced from Other Resident Sources","Resident Investment Managers; Sourced from Overseas","Managed Funds Institutions; Directly Invested or Placed with Non-Resident Investment Managers"]

[["Dec-15","Mar-16","Jun-16","Sep-16","Dec-16","Mar-17","Jun-17","Sep-17","Dec-17","Mar-18","Jun-18","Sep-18","Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20"],[[1089.2],[1080.5999999999999],[1106.9000000000001],[1199.3],[1243.5],[1269.4000000000001],[1299.5999999999999],[1321.5],[1361.3],[1369.9000000000001],[1408.5],[1450.4000000000001],[1393.5],[1482.7],[1540],[1580.4000000000001],[1614.2],[1498.0999999999999],[1491.2],[1499.9000000000001],[1590.3]],[[544.79999999999995],[542.5],[545],[561.10000000000002],[570.20000000000005],[569.10000000000002],[581.70000000000005],[588.10000000000002],[606],[606.10000000000002],[620.10000000000002],[628.10000000000002],[598.5],[648.20000000000005],[663.79999999999995],[673],[685.29999999999995],[624.5],[650.5],[655.20000000000005],[677]],[[91.299999999999997],[89.599999999999994],[98],[102.09999999999999],[106.40000000000001],[112],[115],[118.59999999999999],[122.59999999999999],[124.7],[123.09999999999999],[124.40000000000001],[118.59999999999999],[125.59999999999999],[129.19999999999999],[133.40000000000001],[142.80000000000001],[134.59999999999999],[132.40000000000001],[128.90000000000001],[130.80000000000001]],[[1046.7],[1038.0999999999999],[1075],[1234.5],[1238.3],[1264.5999999999999],[1304.2],[1307.5999999999999],[1343.2],[1341.7],[1361.7],[1379.3],[1337.0999999999999],[1389.9000000000001],[1440.7],[1474.8],[1495.7],[1449.4000000000001],[1538.2],[1543.3],[1599.0999999999999]]]

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*Resident investment managers placements with other resident investment managers are deducted when deriving the size of the total managed funds industry

Managed funds' asset allocations - Proportion of consolidated funds under management - Selected assets
	Deposits (%)	Short term securities (%)	Bonds, etc (%)	Shares (%)	Units in trusts^ (%)	Overseas assets (%)
Dec-05	6.7	6.2	6.4	22	25.9	15.7
Mar-06	6.7	6.2	6.1	22.1	26.1	16.1
Jun-06	7.3	5.8	6.2	21.7	25.7	15.9
Sep-06	6.8	5.9	6	21.5	26.2	16.7
Dec-06	6.6	5.8	5.8	22.7	25.8	16.4
Mar-07	6.7	5.7	5.5	23.1	25.8	16.3
Jun-07	8.8	5.5	5	22.8	24.7	15.8
Sep-07	8.5	5.3	5	23.5	25.4	15.5
Dec-07	8	5.8	4.7	22.7	25.7	16.1
Mar-08	8.8	6	5	21.1	25.2	15.8
Jun-08	9	6.1	4.9	21	24.9	15.3
Sep-08	9.4	6.2	4.8	19.6	24.5	16.1
Dec-08	11.1	6.2	5.1	18	23.2	15.8
Mar-09	11.2	6.3	5.1	18.3	22.6	15.2
Jun-09	11.6	6.4	4.5	19.6	22.9	14.3
Sep-09	10.8	6.1	4.5	21.6	23.7	14.1
Dec-09	10.5	5.6	4.4	22	24.4	14.2
Mar-10	10.4	5.2	4.3	22.4	24.6	14.3
Jun-10	10.8	5.3	4.5	21.3	24	14.4
Sep-10	11	4.6	4.1	22.1	24.8	13.9
Dec-10	10.8	4.4	3.7	22.6	25.3	13.8
Mar-11	10.7	4.1	3.7	22.8	25.4	13.9
Jun-11	11.6	4	3.7	21.7	25	13.7
Sep-11	12.4	4.3	3.8	20.2	24.4	14
Dec-11	12.3	4.5	3.7	20.5	24.4	13.8
Mar-12	12.3	4.4	3.7	20.8	24.4	14
Jun-12	13.7	4.3	3.8	19.7	24.2	13.5
Sep-12	13.7	4.1	3.9	19.5	24.6	14
Dec-12	13.1	4	3.8	19.9	25.2	14
Mar-13	12.7	3.9	3.6	20.5	25.5	14.1
Jun-13	13.1	3.6	3.4	19.4	25.9	14.9
Sep-13	12.7	3.6	3.4	20.2	26.3	14.8
Dec-13	12.4	3.3	3.4	20.3	26.6	15.6
Mar-14	12.4	3.4	3.4	19.8	26.9	15.4
Jun-14	12	3.4	3.4	19.5	27.6	15.5
Sep-14	12	3.4	3.3	19.1	28.2	16
Dec-14	11.7	3.5	3.5	19	28.3	16.8
Mar-15	11.1	3.4	3.3	19.5	28.5	17.1
Jun-15	11.3	3.4	3.4	18.5	28.1	17.1
Sep-15	11.3	3.6	3.5	17.9	28.6	17.2
Dec-15	11	3.6	3.4	18	28.7	16.8
Mar-16	11	3.7	3.5	17.6	28.6	16.5
Jun-16	11.1	3.6	3.4	17.8	28.3	16.6
Sep-16	10.1	3.3	3.3	16.8	27.1	16.3
Dec-16	9.6	3.2	3.2	17.4	27.5	16.5
Mar-17	9.6	3.3	3	17.5	27.4	16.5
Jun-17	9.9	3.4	3	16.6	27	16.7
Sep-17	9.5	3.5	3	16.6	27.1	17.5
Dec-17	9	3.1	3.1	17.3	27.5	17.8
Mar-18	8.8	3.1	3.2	16.5	27.4	18.6
Jun-18	8.7	3	3.3	17.4	27.3	18.1
Sep-18	8.6	3	3.3	16.9	27.6	18.4
Dec-18	8.8	3.1	3.5	16.1	27.4	18.1
Mar-19	8.5	3.1	3.6	16.6	27.5	18.6
Jun-19	8.5	2.9	3.7	16.9	27.5	19.1
Sep-19	8.5	2.6	3.8	16.9	27.4	19.6
Dec-19	8.2	2.7	3.9	16.7	27.1	20.2
Mar-20	9.9	2.9	3.8	13.6	25.6	20.5
Jun-20	9.7	3.2	3.8	15.6	25.5	19.9
Sep-20	9.3	3.2	3.8	15.7	26.1	19.9
Dec-20	8.3	2.9	3.8	17.4	26.2	20.3

Managed funds' asset allocations - Proportion of consolidated funds under management - Selected assets

["","Deposits","Short term securities","Bonds, etc","Shares","Units in trusts^","Overseas assets"]

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00000000001],[24],[24.800000000000001],[25.300000000000001],[25.399999999999999],[25],[24.399999999999999],[24.399999999999999],[24.399999999999999],[24.199999999999999],[24.600000000000001],[25.199999999999999],[25.5],[25.899999999999999],[26.300000000000001],[26.600000000000001],[26.899999999999999],[27.600000000000001],[28.199999999999999],[28.300000000000001],[28.5],[28.100000000000001],[28.600000000000001],[28.699999999999999],[28.600000000000001],[28.300000000000001],[27.100000000000001],[27.5],[27.399999999999999],[27],[27.100000000000001],[27.5],[27.399999999999999],[27.300000000000001],[27.600000000000001],[27.399999999999999],[27.5],[27.5],[27.399999999999999],[27.100000000000001],[25.600000000000001],[25.5],[26.100000000000001],[26.199999999999999]],[[15.699999999999999],[16.100000000000001],[15.9],[16.699999999999999],[16.399999999999999],[16.300000000000001],[15.800000000000001],[15.5],[16.100000000000001],[15.800000000000001],[15.300000000000001],[16.100000000000001],[15.800000000000001],[15.199999999999999],[14.300000000000001],[14.1],[14.199999999999999],[14.300000000000001],[14.4],[13.9],[13.800000000000001],[13.9],[13.699999999999999],[14],[13.800000000000001],[14],[13.5],[14],[14],[14.1],[14.9],[14.800000000000001],[15.6],[15.4],[15.5],[16],[16.800000000000001],[17.100000000000001],[17.100000000000001],[17.199999999999999],[16.800000000000001],[16.5],[16.600000000000001],[16.300000000000001],[16.5],[16.5],[16.699999999999999],[17.5],[17.800000000000001],[18.600000000000001],[18.100000000000001],[18.399999999999999],[18.100000000000001],[18.600000000000001],[19.100000000000001],[19.600000000000001],[20.199999999999999],[20.5],[19.899999999999999],[19.899999999999999],[20.300000000000001]]]

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Note: Hide/unhide series in the graph by clicking the legend above

Superannuation (pension) funds

Total unconsolidated assets of superannuation funds rose $160.8b (5.5%) to $3,092.8b during the December quarter.

Key movements were as follows:

shares rose $69.1b (15.9%)
units in trusts rose $60.1b (5.5%)
assets overseas rose $37.6b (7.2%)
deposits fell $15.2b (-6.0%)
derivatives rose $6.6b (22.5%)

Total assets of superannuation (pension) funds; percentage growth
	Total assets of superannuation (pension) funds, percentage growth
Dec-15	3.0
Mar-16	-0.7
Jun-16	4.0
Sep-16	12.4
Dec-16	1.9
Mar-17	2.9
Jun-17	2.8
Sep-17	1.2
Dec-17	3.0
Mar-18	0.3
Jun-18	3.4
Sep-18	2.1
Dec-18	-4.2
Mar-19	5.9
Jun-19	3.9
Sep-19	2.8
Dec-19	1.7
Mar-20	-7.0
Jun-20	3.7
Sep-20	0.7
Dec-20	5.5

Total assets of superannuation (pension) funds; percentage growth

["","Total assets of superannuation (pension) funds, percentage growth"]

[["Dec-15","Mar-16","Jun-16","Sep-16","Dec-16","Mar-17","Jun-17","Sep-17","Dec-17","Mar-18","Jun-18","Sep-18","Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20"],[[3],[-0.69999999999999996],[4],[12.4],[1.8999999999999999],[2.8999999999999999],[2.7999999999999998],[1.2],[3],[0.29999999999999999],[3.3999999999999999],[2.1000000000000001],[-4.2000000000000002],[5.9000000000000004],[3.8999999999999999],[2.7999999999999998],[1.7],[-7],[3.7000000000000002],[0.69999999999999996],[5.5]]]

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Public offer (retail) unit trusts

Total unconsolidated assets of public offer (retail) trusts rose $15.3b (3.7%) to $431.7b during the December quarter.

Key movements were as follows:

units in trusts rose $6.8b (6.8%)
shares rose $5.3b (14.0%)
assets overseas rose $3.7b (5.9%)
deposits fell $2.7b (-22.0%)
derivatives rose $2.2b (50.9%)

Cross investment within public offer (retail) unit trusts rose $1.3b (3.7%) to $37.2b

Total assets of public offer (retail) unit trusts; percentage growth
	Total assets of public offer (retail) unit trusts, percentage growth
Dec-15	3.5
Mar-16	-1.1
Jun-16	1.1
Sep-16	2.2
Dec-16	2.0
Mar-17	0.1
Jun-17	0.9
Sep-17	1.6
Dec-17	4.5
Mar-18	-0.4
Jun-18	-4.3
Sep-18	2.0
Dec-18	-2.6
Mar-19	3.1
Jun-19	1.3
Sep-19	2.2
Dec-19	3.1
Mar-20	-3.6
Jun-20	1.6
Sep-20	1.6
Dec-20	3.7

Total assets of public offer (retail) unit trusts; percentage growth

["","Total assets of public offer (retail) unit trusts, percentage growth"]

[["Dec-15","Mar-16","Jun-16","Sep-16","Dec-16","Mar-17","Jun-17","Sep-17","Dec-17","Mar-18","Jun-18","Sep-18","Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20"],[[3.5],[-1.1000000000000001],[1.1000000000000001],[2.2000000000000002],[2],[0.10000000000000001],[0.90000000000000002],[1.6000000000000001],[4.5],[-0.40000000000000002],[-4.2999999999999998],[2],[-2.6000000000000001],[3.1000000000000001],[1.3],[2.2000000000000002],[3.1000000000000001],[-3.6000000000000001],[1.6000000000000001],[1.6000000000000001],[3.7000000000000002]]]

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Life insurance

Total unconsolidated assets of life insurance corporations rose $1.4b (1.1%) to $128.5b during the December quarter.

Key movements were as follows:

units in trusts rose $1.5b (3.5%)
bonds, etc. rose $1.1b (4.2%)
deposits fell $0.6b (-11.4%)
assets overseas fell $0.5b (-3.1%)
shares rose $0.5b (3.4%)

Total assets of life insurance corporations; percentage growth
	Total assets of life insurance corporations, percentage growth
Dec-15	1.7
Mar-16	-2.0
Jun-16	0.0
Sep-16	-22.4
Dec-16	0.6
Mar-17	0.0
Jun-17	1.2
Sep-17	0.0
Dec-17	1.4
Mar-18	-1.1
Jun-18	0.7
Sep-18	-0.2
Dec-18	-4.4
Mar-19	3.9
Jun-19	-13.5
Sep-19	-0.5
Dec-19	-0.1
Mar-20	-9.0
Jun-20	-31.4
Sep-20	-0.8
Dec-20	1.1

 Total assets of life insurance corporations; percentage growth

["","Total assets of life insurance corporations, percentage growth"]

[["Dec-15","Mar-16","Jun-16","Sep-16","Dec-16","Mar-17","Jun-17","Sep-17","Dec-17","Mar-18","Jun-18","Sep-18","Dec-18","Mar-19","Jun-19","Sep-19","Dec-19","Mar-20","Jun-20","Sep-20","Dec-20"],[[1.7],[-2],[0],[-22.399999999999999],[0.59999999999999998],[0],[1.2],[-0],[1.3999999999999999],[-1.1000000000000001],[0.69999999999999996],[-0.20000000000000001],[-4.4000000000000004],[3.8999999999999999],[-13.5],[-0.5],[-0.10000000000000001],[-9],[-31.399999999999999],[-0.80000000000000004],[1.1000000000000001]]]

[]

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All other managed funds institutions

Total unconsolidated assets of:

friendly societies rose $0.3b (3.6%) to $8.2b
common funds rose $0.2b (2.2%) to $11.5b
cash management trusts fell $6.1b (-15.1%) to $34.7b

Revisions

Table 1 Summary managed funds industry - revised back to the September quarter 2018.
Table 2 Summary managed funds institutions - revised back to the September quarter 2018.
Table 3 Life insurance offices - no revisions.
Table 4 Superannuation (pension) funds - revised back to the September quarter 2018.
Table 5 Public offer (retail) unit trusts - no revisions.
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 September quarter 2018.

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Inquiries

For further information about these and related statistics, contact the National Information and Referral Service on 1300 135 070.

Data downloads

Download all (570.31 KB)

Time series spreadsheets

Data files

Table 1. Summary managed funds industry, consolidated assets, total funds under management at end of period
Download xls [67.5 KB]
Table 2. Summary managed funds institutions, assets at end of period
Download xls [95 KB]
Table 3. Life insurance offices, unconsolidated assets, amounts outstanding at end of period
Download xls [197.5 KB]
Table 4. Superannuation funds, unconsolidated assets, amounts outstanding at end of period
Download xls [209.5 KB]
Table 5. Public unit trusts, unconsolidated assets, amounts outstanding at end of period
Download xls [537 KB]
Table 6. Friendly societies, unconsolidated assets, amounts outstanding at end of period
Download xls [165 KB]
Table 7. Common funds, unconsolidated assets, amounts outstanding at end of period
Download xls [192.5 KB]
Table 8. Cash management trusts, unconsolidated assets, amounts outstanding at end of period
Download xls [198.5 KB]
Table 9. Investment managers, source of funds, unconsolidated assets, amounts outstanding at end of period
Download xls [124.5 KB]

Previous catalogue number

This release previously used catalogue number 5655.0.

Methodology

Managed Funds, Australia methodology, December 2020

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APA

Citation

Managed Funds, Australia

APA

Citation

Key statistics

Main features

Analysis

Managed funds industry

Superannuation (pension) funds

Public offer (retail) unit trusts

Life insurance

All other managed funds institutions

Revisions

Privacy

Inquiries

Data downloads

Time series spreadsheets

Table 1. Summary managed funds industry, consolidated assets, total funds under management at end of period

Table 2. Summary managed funds institutions, assets at end of period

Table 3. Life insurance offices, unconsolidated assets, amounts outstanding at end of period

Table 4. Superannuation funds, unconsolidated assets, amounts outstanding at end of period

Table 5. Public unit trusts, unconsolidated assets, amounts outstanding at end of period

Table 6. Friendly societies, unconsolidated assets, amounts outstanding at end of period

Table 7. Common funds, unconsolidated assets, amounts outstanding at end of period

Table 8. Cash management trusts, unconsolidated assets, amounts outstanding at end of period

Table 9. Investment managers, source of funds, unconsolidated assets, amounts outstanding at end of period

Previous catalogue number

Methodology

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