| Dec Qtr 2021 $m | Mar Qtr 2022 $m | Dec Qtr 2021 to Mar Qtr 2022 % | ||
|---|---|---|---|---|
| Total managed funds industry | 4,544,160 | 4,482,715 | -1.4 | |
| Consolidated assets total managed funds institutions | 3,606,966 | 3,590,504 | -0.5 | |
| Cross invested assets between managed funds institutions | 591,866 | 562,694 | -4.9 | |
| Unconsolidated assets total managed funds institutions | 4,198,832 | 4,153,198 | -1.1 | |
| Life insurance corporations | 126,810 | 122,915 | -3.1 | |
| Superannuation (pension) funds | 3,521,687 | 3,494,034 | -0.8 | |
| Public offer (retail) unit trusts | 496,067 | 482,971 | -2.6 | |
| All other managed funds institutions | 54,268 | 53,277 | -1.8 | |
Managed Funds, Australia
This is not the latest release View the latest release
Statistics on the assets and liabilities of financial institutions that pool funds for investment, classified by type of financial instrument
Reference period
March 2022
Released
2/06/2022
Key statistics
During the March 2022 quarter:
- the total managed funds industry fell $61.4b (-1.4%) to $4,482.7b funds under management
- consolidated assets of managed funds institutions fell $16.5b (-0.5%) to $3,590.5b
- cross invested assets fell $29.2b (-4.9%) to $562.7b
- unconsolidated assets fell $45.6b (-1.1%) to $4,153.2b.
Main features
Analysis
Managed funds industry
Managed Funds industry as at 31 March 2022 had $4,482.7b 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 fell $27.7b (-0.8%) to $3,494.0b during the March quarter.
Key movements were as follows:
- units in trusts fell $46.7b (-3.5%)
- shares rose $30.8b (5.2%)
- assets overseas fell $30.5b (-4.3%)
- derivatives rose $7.6b (19.3%)
- land, buildings and equipment rose $3.1b (1.5%).
Important data quality note
Public offer (retail) unit trusts
Total unconsolidated assets of public offer (retail) trusts fell $13.1b (-2.6%) to $483.0b during the March quarter.
Key movements were as follows:
- assets overseas fell $3.8b (-4.3%)
- units in trusts fell $3.5b (-3.4%)
- loans and placements fell $1.9b (-6.1%)
- shares fell $1.7b (-2.2%)
- deposits fell $1.4b (-16.3%).
Cross investment within public offer (retail) unit trusts rose $0.0b (0.0%) to $43.2b.
Life insurance
Total unconsolidated assets of life insurance corporations fell $3.9b (-3.1%) to $122.9b during the March quarter.
Key movements were as follows:
- units in trusts fell $2.3b (-5.3%)
- assets overseas fell $0.8b (-4.7%)
- bonds, etc. fell $0.4b (-1.6%)
- shares fell $0.3b (-1.8%)
- derivatives fell $0.2b (-17.6%).
All other managed funds institutions
Total unconsolidated assets of:
- friendly societies fell $0.2b (-2.6%) to $9.0b
- common funds rose $0.1b (0.5%) to $11.5b
- cash management trusts fell $0.8b (-2.4%) to $32.8b.
Revisions
- Table 1 Summary managed funds industry - revised back to the June quarter 2019.
- Table 2 Summary managed funds institutions - revised back to the June quarter 2020.
- Table 3 Life insurance offices - revised back to the December quarter 2021.
- Table 4 Superannuation (pension) funds - revised back to the June quarter 2020.
- Table 5 Public offer (retail) unit trusts - revised back to the December quarter 2021.
- 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 June quarter 2019.
Privacy
The ABS Privacy Policy outlines how the ABS will handle any personal information that you provide to the ABS.
Inquiries
For inquiries about these and related statistics, contact the Customer Assistance Service via the ABS website Contact Us page. The ABS Privacy Policy outlines how the ABS will handle any personal information that you provide to us.
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.