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 2023

Released

1/06/2023

View all releases

Key statistics

During the March 2023 quarter:

the total managed funds industry rose $137.3b (3.1%) to $4,544.9b funds under management
consolidated assets of managed funds institutions rose $113.0b (3.2%) to $3,669.5b
cross invested assets rose $20.1b (3.8%) to $542.6b
unconsolidated assets rose $133.0b (3.3%) to $4,212.1b.

		Dec Qtr 2022 $m	Mar Qtr 2023 $m	Dec Qtr 2022 to Mar Qtr 2023 %
Total managed funds industry		4,407,648	4,544,931	3.1
Consolidated assets total managed funds institutions		3,556,531	3,669,489	3.2
Cross invested assets between managed funds institutions		522,521	542,574	3.8
Unconsolidated assets total managed funds institutions		4,079,053	4,212,063	3.3
	Life insurance corporations	118,937	121,406	2.1
	Superannuation (pension) funds	3,425,717	3,546,633	3.5
	Public offer (retail) unit trusts	489,056	497,034	1.6
	All other managed funds institutions	45,342	46,990	3.6

Managed funds industry

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)
Mar-18	1,369.517	606.15	124.652	1,339.299
Jun-18	1,407.978	620.131	123.095	1,357.526
Sep-18	1,449.614	628.07	124.438	1,373.577
Dec-18	1,390.939	598.511	118.563	1,330.48
Mar-19	1,479.841	648.206	125.565	1,380.011
Jun-19	1,539.695	664.096	135.885	1,423.763
Sep-19	1,583.455	673.65	146.771	1,453.088
Dec-19	1,620.516	686.262	162.865	1,471.204
Mar-20	1,508.209	625.813	161.338	1,421.484
Jun-20	1,504.49	652.18	165.831	1,503.29
Sep-20	1,529.333	657.232	169.124	1,493.703
Dec-20	1,627.163	685.27	177.62	1,541.294
Mar-21	1,675.703	700.089	186.851	1,587.895
Jun-21	1,775.529	764.028	198.449	1,655.818
Sep-21	1,812.871	746.066	212.732	1,692.636
Dec-21	1,855.944	753.837	196.343	1,736.428
Mar-22	1,837.368	731.947	172.648	1,729.888
Jun-22	1,742.585	675.452	175.39	1,705.283
Sep-22	1,751.085	673.561	171.05	1,711.56
Dec-22	1,818.827	694.664	168.329	1,725.828
Mar-23	1,896.852	709.204	178.4	1,760.475

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"]

[["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","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22","Mar-23"],[[1369.5170000000001],[1407.9780000000001],[1449.614],[1390.9390000000001],[1479.8409999999999],[1539.6949999999999],[1583.4549999999999],[1620.5160000000001],[1508.2090000000001],[1504.49],[1529.3330000000001],[1627.163],[1675.703],[1775.529],[1812.8710000000001],[1855.944],[1837.3679999999999],[1742.585],[1751.085],[1818.827],[1896.8520000000001]],[[606.14999999999998],[620.13099999999997],[628.07000000000005],[598.51099999999997],[648.20600000000002],[664.096],[673.64999999999998],[686.26199999999994],[625.81299999999999],[652.17999999999995],[657.23199999999997],[685.26999999999998],[700.08900000000006],[764.02800000000002],[746.06600000000003],[753.83699999999999],[731.947],[675.452],[673.56100000000004],[694.66399999999999],[709.20399999999995]],[[124.652],[123.095],[124.438],[118.563],[125.565],[135.88499999999999],[146.77099999999999],[162.86500000000001],[161.33799999999999],[165.83099999999999],[169.124],[177.62],[186.851],[198.44900000000001],[212.732],[196.34299999999999],[172.648],[175.38999999999999],[171.05000000000001],[168.32900000000001],[178.40000000000001]],[[1339.299],[1357.5260000000001],[1373.577],[1330.48],[1380.011],[1423.7629999999999],[1453.088],[1471.204],[1421.4839999999999],[1503.29],[1493.703],[1541.2940000000001],[1587.895],[1655.818],[1692.636],[1736.4280000000001],[1729.8879999999999],[1705.2829999999999],[1711.5599999999999],[1725.828],[1760.4749999999999]]]

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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 institutions' asset allocations - Proportion of consolidated funds under management - Selected assets
	Deposits (%)	Short term securities (%)	Bonds, etc. (%)	Shares (%)	Units in trusts (%)	Overseas assets (%)
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	9.7	3.3	3	17.6	27.2	16.5
Jun-17	9.9	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	8.8	3.2	3.2	16.7	27.2	18.6
Jun-18	8.7	3.1	3.3	17.5	27.1	18.2
Sep-18	8.6	3.1	3.3	17	27.4	18.5
Dec-18	8.7	3.3	3.5	16.1	27.2	18.2
Mar-19	8.4	3.2	3.6	16.6	27.3	18.7
Jun-19	8.5	3	3.7	16.9	27.3	19.3
Sep-19	8.4	2.7	3.7	16.9	27.2	19.8
Dec-19	8.1	2.9	3.9	16.7	26.8	20.4
Mar-20	9.8	3.1	3.8	13.6	25.4	20.7
Jun-20	9.6	3.3	3.8	15.6	25.2	20.1
Sep-20	9.4	3.3	3.7	15.7	25.8	20.1
Dec-20	8.4	3	3.7	17.3	25.8	20.5
Mar-21	8.2	2.8	3.6	17.6	25.7	21.3
Jun-21	7.9	2.3	3.5	18.4	25.7	21.8
Sep-21	7.6	2.2	3.5	18.3	25.7	22.3
Dec-21	7.2	2.2	3.3	18.5	25.4	22.7
Mar-22	7.2	2.3	3.3	19.2	25	21.9
Jun-22	8.2	2.4	3.5	17.5	24.6	21.7
Sep-22	8.1	2.4	3.6	17.8	24.5	21.6
Dec-22	8	2.4	3.7	18.6	24.5	21.5
Mar-23	8	2.3	4	18.4	24.3	22.2

Managed funds institutions' 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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[25],[24.399999999999999],[24.399999999999999],[24.399999999999999],[24.199999999999999],[24.600000000000001],[25.100000000000001],[25.5],[25.899999999999999],[26.199999999999999],[26.600000000000001],[26.800000000000001],[27.5],[28.100000000000001],[28.199999999999999],[28.399999999999999],[28],[28.399999999999999],[28.5],[28.399999999999999],[28.199999999999999],[26.899999999999999],[27.300000000000001],[27.199999999999999],[26.800000000000001],[26.899999999999999],[27.300000000000001],[27.199999999999999],[27.100000000000001],[27.399999999999999],[27.199999999999999],[27.300000000000001],[27.300000000000001],[27.199999999999999],[26.800000000000001],[25.399999999999999],[25.199999999999999],[25.800000000000001],[25.800000000000001],[25.699999999999999],[25.699999999999999],[25.699999999999999],[25.399999999999999],[25],[24.600000000000001],[24.5],[24.5],[24.300000000000001]],[[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],[16.100000000000001],[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],[18.199999999999999],[18.5],[18.199999999999999],[18.699999999999999],[19.300000000000001],[19.800000000000001],[20.399999999999999],[20.699999999999999],[20.100000000000001],[20.100000000000001],[20.5],[21.300000000000001],[21.800000000000001],[22.300000000000001],[22.699999999999999],[21.899999999999999],[21.699999999999999],[21.600000000000001],[21.5],[22.199999999999999]]]

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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 $120.9b (3.5%) to $3,546.6b during the March quarter.

Key movements were as follows:

assets overseas rose $44.3b (6.7%)
units in trusts rose $35.9b (3.0%)
bonds, etc. rose $13.5b (15.6%)
shares rose $13.4b (2.3%)
deposits rose $10.9b (4.2%).

Total assets of superannuation (pension) funds; percentage growth
	Total assets of superannuation (pension) funds, percentage growth (%)
Mar-18	0.2
Jun-18	3.3
Sep-18	1.9
Dec-18	-4.4
Mar-19	5.7
Jun-19	3.8
Sep-19	2.8
Dec-19	1.7
Mar-20	-7.0
Jun-20	3.6
Sep-20	1.0
Dec-20	5.5
Mar-21	3.3
Jun-21	5.7
Sep-21	2.3
Dec-21	2.5
Mar-22	-1.0
Jun-22	-4.4
Sep-22	0.3
Dec-22	2.9
Mar-23	3.5

Total assets of superannuation (pension) funds; percentage growth

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

[["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","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22","Mar-23"],[[0.20000000000000001],[3.2999999999999998],[1.8999999999999999],[-4.4000000000000004],[5.7000000000000002],[3.7999999999999998],[2.7999999999999998],[1.7],[-7],[3.6000000000000001],[1],[5.5],[3.2999999999999998],[5.7000000000000002],[2.2999999999999998],[2.5],[-1],[-4.4000000000000004],[0.29999999999999999],[2.8999999999999999],[3.5]]]

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Public offer (retail) unit trusts

Total unconsolidated assets of public offer (retail) trusts rose $8.0b (1.6%) to $497.0b during the March quarter.

Key movements were as follows:

assets overseas rose $5.4b (6.5%)
units in trusts rose $4.0b (3.7%)
other financial assets fell $1.2b (-18.0%)
bonds, etc. rose $0.7b (4.4%)
shares fell $0.3b (-0.4%).

Cross investment within public offer (retail) unit trusts rose $2.7b (6.1%) to $45.8b.

Total assets of public offer (retail) unit trusts; percentage growth
	Total assets of public offer (retail) unit trusts, percentage growth (%)
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	2.3
Dec-19	3.1
Mar-20	-3.6
Jun-20	1.6
Sep-20	1.6
Dec-20	3.9
Mar-21	2.5
Jun-21	4.9
Sep-21	2.8
Dec-21	4.2
Mar-22	-3.2
Jun-22	-1.4
Sep-22	0.4
Dec-22	2.4
Mar-23	1.6

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

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

[["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","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22","Mar-23"],[[-0.40000000000000002],[-4.2999999999999998],[2],[-2.6000000000000001],[3.1000000000000001],[1.3],[2.2999999999999998],[3.1000000000000001],[-3.6000000000000001],[1.6000000000000001],[1.6000000000000001],[3.8999999999999999],[2.5],[4.9000000000000004],[2.7999999999999998],[4.2000000000000002],[-3.2000000000000002],[-1.3999999999999999],[0.40000000000000002],[2.3999999999999999],[1.6000000000000001]]]

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Other managed funds institutions

Life insurance

Total unconsolidated assets of life insurance corporations rose $2.5b (2.1%) to $121.4b during the March quarter.

Key movements were as follows:

units in trusts rose $1.7b (4.2%)
assets overseas rose $1.0b (6.3%)
other financial assets fell $0.8b (-12.7%)
bonds, etc. rose $0.5b (2.0%)
shares rose $0.5b (4.3%).

Total assets of life insurance corporations; percentage growth
	Total assets of life insurance corporations, percentage growth (%)
Mar-18	-1.1
Jun-18	0.7
Sep-18	0.3
Dec-18	-4.4
Mar-19	3.9
Jun-19	-13.4
Sep-19	-0.4
Dec-19	0.0
Mar-20	-9.0
Jun-20	-31.2
Sep-20	-1.1
Dec-20	0.9
Mar-21	-1.5
Jun-21	1.1
Sep-21	0.9
Dec-21	-1.9
Mar-22	-1.5
Jun-22	-4.6
Sep-22	-1.1
Dec-22	0.4
Mar-23	2.1

 Total assets of life insurance corporations; percentage growth

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

[["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","Sep-21","Dec-21","Mar-22","Jun-22","Sep-22","Dec-22","Mar-23"],[[-1.1000000000000001],[0.69999999999999996],[0.29999999999999999],[-4.4000000000000004],[3.8999999999999999],[-13.4],[-0.40000000000000002],[0],[-9],[-31.199999999999999],[-1.1000000000000001],[0.90000000000000002],[-1.5],[1.1000000000000001],[0.90000000000000002],[-1.8999999999999999],[-1.5],[-4.5999999999999996],[-1.1000000000000001],[0.40000000000000002],[2.1000000000000001]]]

[]

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All other managed funds institutions

Total unconsolidated assets of:

friendly societies rose $0.2b (2.7%) to $9.2b
common funds rose $0.4b (3.6%) to $11.5b
cash management trusts rose $1.0b (4.0%) to $26.3b.

Data downloads

Download all (786.62 KB)

Time series spreadsheets

Data files

Table 1. Summary managed funds industry, consolidated assets, total funds under management at end of period
Download xlsx [51.77 KB]
Table 2. Summary managed funds institutions, assets at end of period
Download xlsx [74.16 KB]
Table 3. Life insurance offices, unconsolidated assets, amounts outstanding at end of period
Download xlsx [111.17 KB]
Table 4. Superannuation funds, unconsolidated assets, amounts outstanding at end of period
Download xlsx [100.12 KB]
Table 5. Public unit trusts, unconsolidated assets, amounts outstanding at end of period
Download xlsx [158.08 KB]
Table 6. Friendly societies, unconsolidated assets, amounts outstanding at end of period
Download xlsx [88.37 KB]
Table 7. Common funds, unconsolidated assets, amounts outstanding at end of period
Download xlsx [99.68 KB]
Table 8. Cash management trusts, unconsolidated assets, amounts outstanding at end of period
Download xlsx [93.02 KB]
Table 9. Investment managers, source of funds, unconsolidated assets, amounts outstanding at end of period
Download xlsx [72.31 KB]

Revisions

Table 1 Summary managed funds industry - revised back to the March quarter 2021.
Table 2 Summary managed funds institutions - revised back to the March quarter 2021.
Table 3 Life insurance offices - revised back to the December quarter 2022.
Table 4 Superannuation (pension) funds - revised back to the March quarter 2021.
Table 5 Public offer (retail) unit trusts - revised back to the December quarter 2022.
Table 6 Friendly Societies - no revisions.
Table 7 Common funds - no revisions.
Table 8 Cash management trusts - revised back to the December quarter 2022.
Table 9 Resident Investment Managers - revised back to the March quarter 2021.

Inquiries

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Previous catalogue number

This release previously used catalogue number 5655.0.

Methodology

Managed Funds, Australia methodology, March 2023

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APA

Citation

Managed Funds, Australia

APA

Citation

Key statistics

Managed funds industry

Superannuation (pension) funds

Public offer (retail) unit trusts

Other managed funds institutions

Life insurance

All other managed funds institutions

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

Revisions

Inquiries

Previous catalogue number

Methodology

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