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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

June 2021

Released

2/09/2021

View all releases

Key statistics

During the June 2021 quarter:

The total managed funds industry rose $208.3b (5.1%) to $4,309.8b funds under management
Consolidated assets of managed funds institutions rose $154.1b (4.7%) to $3,437.9b
Cross invested assets rose $41.8b (8.1%) to $555.5b
Unconsolidated assets rose $196.0b (5.2%) to $3,993.4b

Main features

		Mar Qtr 2021 $m	Jun Qtr 2021 $m	Mar Qtr 2021 to Jun Qtr 2021 %
Total managed funds industry		4 101 532	4 309 824	5.1
Consolidated assets total managed funds institutions		3 283 744	3 437 889	4.7
Cross invested assets between managed funds institutions		513 702	555 538	8.1
Unconsolidated assets total managed funds institutions		3 797 446	3 993 427	5.2
	Life insurance corporations	126 621	127 364	0.6
	Superannuation (pension) funds	3 175 643	3 353 407	5.6
	Public offer (retail) unit trusts	442 660	461 466	4.2
	All other managed funds institutions	52 522	51 189	-2.5

Analysis

Managed funds industry

Managed Funds industry as at 30 June 2021 had $4,309.8b funds under management, comprised of:

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
Jun-16	1,106.896	544.955	97.981	1,075.765
Sep-16	1,199.323	561.113	102.059	1,236.266
Dec-16	1,243.491	570.248	106.402	1,240.142
Mar-17	1,269.403	569.106	111.982	1,266.813
Jun-17	1,299.59	581.704	115.018	1,306.78
Sep-17	1,321.379	588.092	118.637	1,308.214
Dec-17	1,361.089	606	122.59	1,341.819
Mar-18	1,369.517	606.15	124.652	1,339.298
Jun-18	1,407.978	620.131	123.095	1,357.526
Sep-18	1,449.808	628.07	124.438	1,374.829
Dec-18	1,391.312	598.511	118.563	1,333.994
Mar-19	1,480.426	648.206	125.565	1,386.229
Jun-19	1,537.518	663.764	129.189	1,435.755
Sep-19	1,577.815	672.986	133.38	1,469.16
Dec-19	1,611.418	685.267	142.778	1,491.899
Mar-20	1,495.687	624.486	134.556	1,446.302
Jun-20	1,488.508	650.518	132.353	1,534.401
Sep-20	1,509.185	655.238	128.95	1,525.772
Dec-20	1,603.371	682.944	130.751	1,575.792
Mar-21	1,648.042	697.431	133.286	1,622.773
Jun-21	1,744.007	746.077	138.226	1,681.514

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"]

[["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","Mar-21","Jun-21"],[[1106.896],[1199.3230000000001],[1243.491],[1269.403],[1299.5899999999999],[1321.3789999999999],[1361.0889999999999],[1369.5170000000001],[1407.9780000000001],[1449.808],[1391.3119999999999],[1480.4259999999999],[1537.518],[1577.8150000000001],[1611.4179999999999],[1495.6869999999999],[1488.508],[1509.1849999999999],[1603.3710000000001],[1648.0419999999999],[1744.0070000000001]],[[544.95500000000004],[561.11300000000006],[570.24800000000005],[569.10599999999999],[581.70399999999995],[588.09199999999998],[606],[606.14999999999998],[620.13099999999997],[628.07000000000005],[598.51099999999997],[648.20600000000002],[663.76400000000001],[672.98599999999999],[685.26700000000005],[624.48599999999999],[650.51800000000003],[655.23800000000006],[682.94399999999996],[697.43100000000004],[746.077]],[[97.980999999999995],[102.059],[106.402],[111.982],[115.018],[118.637],[122.59],[124.652],[123.095],[124.438],[118.563],[125.565],[129.18899999999999],[133.38],[142.77799999999999],[134.55600000000001],[132.35300000000001],[128.94999999999999],[130.751],[133.286],[138.226]],[[1075.7650000000001],[1236.2660000000001],[1240.1420000000001],[1266.8130000000001],[1306.78],[1308.2139999999999],[1341.819],[1339.298],[1357.5260000000001],[1374.829],[1333.9939999999999],[1386.229],[1435.7550000000001],[1469.1600000000001],[1491.8989999999999],[1446.3019999999999],[1534.4010000000001],[1525.7719999999999],[1575.7919999999999],[1622.7729999999999],[1681.5139999999999]]]

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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 (%)
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	21.7	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	22.5	24.6	14.3
Jun-10	10.8	5.3	4.5	21.3	24	14.4
Sep-10	11	4.6	4.1	22.2	24.8	13.9
Dec-10	10.8	4.4	3.7	22.6	25.2	13.8
Mar-11	10.7	4.2	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	25.1	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	26.2	14.8
Dec-13	12.4	3.3	3.4	20.4	26.6	15.6
Mar-14	12.4	3.4	3.4	19.8	26.8	15.4
Jun-14	12	3.4	3.4	19.6	27.5	15.5
Sep-14	12	3.4	3.3	19.2	28.1	16.1
Dec-14	11.7	3.5	3.5	19.1	28.2	16.8
Mar-15	11.1	3.4	3.3	19.6	28.4	17.1
Jun-15	11.3	3.4	3.4	18.6	28	17.1
Sep-15	11.3	3.6	3.5	18	28.4	17.2
Dec-15	11	3.6	3.4	18.1	28.5	16.8
Mar-16	11	3.7	3.5	17.8	28.4	16.5
Jun-16	11.1	3.7	3.4	17.9	28.2	16.6
Sep-16	10.1	3.4	3.3	16.9	26.9	16.3
Dec-16	9.6	3.3	3.2	17.5	27.3	16.5
Mar-17	9.6	3.4	3	17.6	27.2	16.5
Jun-17	9.8	3.5	3	16.7	26.8	16.7
Sep-17	9.5	3.6	3	16.7	26.9	17.5
Dec-17	8.9	3.2	3.1	17.4	27.3	17.8
Mar-18	8.7	3.2	3.2	16.7	27.2	18.6
Jun-18	8.7	3.2	3.3	17.5	27.1	18.2
Sep-18	8.6	3.1	3.3	17	27.4	18.5
Dec-18	8.8	3.2	3.5	16.2	27.2	18.2
Mar-19	8.5	3.2	3.6	16.6	27.2	18.6
Jun-19	8.5	3	3.7	17	27.2	19.2
Sep-19	8.5	2.7	3.7	17	27.1	19.7
Dec-19	8.2	2.9	3.9	16.8	26.7	20.3
Mar-20	9.9	3.1	3.8	13.7	25.3	20.6
Jun-20	9.7	3.4	3.8	15.7	25.1	20
Sep-20	9.3	3.3	3.7	15.8	25.8	20
Dec-20	8.3	3	3.7	17.5	25.7	20.4
Mar-21	8	2.8	3.6	17.8	25.7	21.2
Jun-21	7.7	2.3	3.5	18.3	25.6	21.9

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

Superannuation (pension) funds

Total unconsolidated assets of superannuation funds rose $177.8b (5.6%) to $3,353.4b during the June quarter.

Key movements were as follows:

units in trusts rose $77.3b (6.5%)
assets overseas rose $48.8b (8.1%)
shares rose $42.6b (8.2%)
short term securities fell $10.9b (-18.2%)
land, buildings and equipment rose $8.9b (4.8%)

Total assets of superannuation (pension) funds; percentage growth
	Total assets of superannuation (pension) funds, percentage growth
Jun-16	4.0
Sep-16	12.4
Dec-16	1.9
Mar-17	2.9
Jun-17	2.8
Sep-17	1.1
Dec-17	2.9
Mar-18	0.2
Jun-18	3.3
Sep-18	2.1
Dec-18	-4.3
Mar-19	5.9
Jun-19	3.9
Sep-19	2.8
Dec-19	1.7
Mar-20	-6.9
Jun-20	3.7
Sep-20	0.7
Dec-20	5.5
Mar-21	3.1
Jun-21	5.6

Total assets of superannuation (pension) funds; percentage growth

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

[["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","Mar-21","Jun-21"],[[4],[12.4],[1.8999999999999999],[2.8999999999999999],[2.7999999999999998],[1.1000000000000001],[2.8999999999999999],[0.20000000000000001],[3.2999999999999998],[2.1000000000000001],[-4.2999999999999998],[5.9000000000000004],[3.8999999999999999],[2.7999999999999998],[1.7],[-6.9000000000000004],[3.7000000000000002],[0.69999999999999996],[5.5],[3.1000000000000001],[5.5999999999999996]]]

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Public offer (retail) unit trusts

Total unconsolidated assets of public offer (retail) trusts rose $18.8b (4.2%) to $461.5b during the June quarter.

Key movements were as follows:

assets overseas rose $8.8b (11.5%)
land, buildings and equipment rose $5.4b (3.7%)
units in trusts rose $3.0b (3.2%)
shares rose $1.3b (2.4%)

Cross investment within public offer (retail) unit trusts rose $0.8b (2.0%) to $38.9b.

Total assets of public offer (retail) unit trusts; percentage growth
	Total assets of public offer (retail) unit trusts, percentage growth
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	3.6
Mar-21	2.6
Jun-21	4.2

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

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

[["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","Mar-21","Jun-21"],[[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],[3.6000000000000001],[2.6000000000000001],[4.2000000000000002]]]

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Life insurance

Total unconsolidated assets of life insurance corporations rose $0.7b (0.6%) to $127.4b during the June quarter.

Key movements were as follows:

shares fell $1.6b (-10.2%)
other non-financial assets rose $1.0b (48.9%)
bonds, etc. rose $1.0b (3.6%)
deposits fell $0.9b (-13.8%)
assets overseas rose $0.8b (4.7%)

Total assets of life insurance corporations; percentage growth
	Total assets of life insurance corporations, percentage growth
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
Mar-21	-1.4
Jun-21	0.6

 Total assets of life insurance corporations; percentage growth

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

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[]

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All other managed funds institutions

Total unconsolidated assets of:

friendly societies rose $0.5b (6.0%) to $8.7b
common funds rose $0.3b (2.9%) to $11.1b
cash management trusts fell $2.1b (-6.4%) to $31.3b

Revisions

Table 1 Summary managed funds industry - revised back to the September quarter 2015.
Table 2 Summary managed funds institutions - revised back to the September quarter 2015.
Table 3 Life insurance offices - revised back to the March quarter 2021.
Table 4 Superannuation (pension) funds - revised back to the September quarter 2017.
Table 5 Public offer (retail) unit trusts - revised back to the March quarter 2021.
Table 6 Friendly Societies - no revisions.
Table 7 Common funds - revised back to the March quarter 2021.
Table 8 Cash management trusts - revised back to the September quarter 2015.
Table 9 Resident Investment Managers - revised back to the September quarter 2017.

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Data downloads

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Time series spreadsheets

Data files

Table 1. Summary managed funds industry, consolidated assets, total funds under management at end of period
Download xls [83.5 KB]
Table 2. Summary managed funds institutions, assets at end of period
Download xls [127.5 KB]
Table 3. Life insurance offices, unconsolidated assets, amounts outstanding at end of period
Download xls [230.5 KB]
Table 4. Superannuation funds, unconsolidated assets, amounts outstanding at end of period
Download xls [242.5 KB]
Table 5. Public unit trusts, unconsolidated assets, amounts outstanding at end of period
Download xls [567 KB]
Table 6. Friendly societies, unconsolidated assets, amounts outstanding at end of period
Download xls [202 KB]
Table 7. Common funds, unconsolidated assets, amounts outstanding at end of period
Download xls [233.5 KB]
Table 8. Cash management trusts, unconsolidated assets, amounts outstanding at end of period
Download xls [244 KB]
Table 9. Investment managers, source of funds, unconsolidated assets, amounts outstanding at end of period
Download xls [154.5 KB]

Previous catalogue number

This release previously used catalogue number 5655.0.

Methodology

Managed Funds, Australia methodology, June 2021

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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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