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 |
Managed Funds, Australia
Statistics on the assets and liabilities of financial institutions that pool funds for investment, classified by type of financial instrument
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
Analysis
Managed funds industry
Managed Funds industry as at 30 June 2021 had $4,309.8b funds under management, comprised of:
*Resident investment managers placements with other resident investment managers are deducted when deriving the size of the total managed funds industry
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%)
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.
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%)
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
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
This release previously used catalogue number 5655.0.