| Dec Qtr 2020 $m | Mar Qtr 2021 $m | Dec Qtr 2020 to Mar Qtr 2021 % | ||
|---|---|---|---|---|
| Total managed funds industry | 4 000 365 | 4 111 651 | 2.8 | |
| Consolidated assets total managed funds institutions | 3 199 052 | 3 293 863 | 3.0 | |
| Cross invested assets between managed funds institutions | 505 873 | 513 989 | 1.6 | |
| Unconsolidated assets total managed funds institutions | 3 704 925 | 3 807 852 | 2.8 | |
| Life insurance corporations | 128 469 | 126 621 | -1.4 | |
| Superannuation (pension) funds | 3 090 744 | 3 188 019 | 3.1 | |
| Public offer (retail) unit trusts | 431 407 | 441 117 | 2.3 | |
| All other managed funds institutions | 54 304 | 52 095 | -4.1 | |
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
March 2021
Released
3/06/2021
Key statistics
- The total managed funds industry rose $111.3b (2.8%) to $4,111.7b funds under management
- Consolidated assets of managed funds institutions rose $94.8b (3.0%) to $3,293.9b
- Cross invested assets rose $8.1b (1.6%) to $514.0b
- Unconsolidated assets rose $102.9b (2.8%) to $3,807.9b
Main features
Analysis
Managed funds industry
Managed Funds industry as at 31 March 2021 had $4,111.7b 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 $97.3b (3.1%) to $3,188.0b during the March quarter.
Key movements were as follows:
- assets overseas rose $39.3b (7.0%)
- units in trusts rose $30.6b (2.7%)
- shares rose $25.3b (5.1%)
- land, buildings and equipment rose $7.3b (4.0%)
- derivatives fell $1.8b (-4.9%)
Public offer (retail) unit trusts
Total unconsolidated assets of public offer (retail) trusts rose $9.7b (2.3%) to $441.1b during the March quarter.
Key movements were as follows:
- assets overseas rose $6.0b (8.4%)
- shares rose $2.0b (3.7%)
- land, buildings and equipment rose $1.8b (1.2%)
Cross investment within public offer (retail) unit trusts rose $0.9b (2.5%) to $38.1b
Life insurance
Total unconsolidated assets of life insurance corporations fell $1.8b (-1.4%) to $126.6b during the March quarter.
Key movements were as follows:
- units in trusts fell $0.8b (-1.8%)
- short term securities rose $0.7b (28.2%)
- assets overseas fell $0.6b (-3.3%)
- loans and placements fell $0.5b (-9.2%)
- bonds, etc. rose $0.5b (1.9%)
All other managed funds institutions
Total unconsolidated assets of:
- friendly societies rose $0.1b (1.0%) to $8.3b
- common funds fell $0.3b (-2.3%) to $11.2b
- cash management trusts fell $2.0b (-5.8%) to $32.6b
Revisions
- Table 1 Summary managed funds industry - revised back to the September quarter 2017.
- Table 2 Summary managed funds institutions - revised back to the June quarter 2009.
- Table 3 Life insurance offices - revised back to the December quarter 2018.
- Table 4 Superannuation (pension) funds - revised back to the September quarter 2016.
- Table 5 Public offer (retail) unit trusts - revised back to the June quarter 2009.
- 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
Time series spreadsheets
Data files
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.