Jun Qtr 2020 $m | Sep Qtr 2020 $m | Jun Qtr 2020 to Sep Qtr 2020 % | |||
Total managed funds industry | 3 813 414 | 3 828 120 | 0.4 | ||
Consolidated assets total managed funds institutions | 3 042 760 | 3 053 949 | 0.4 | ||
Cross invested assets between managed funds institutions | 471 892 | 481 118 | 2.0 | ||
Unconsolidated assets total managed funds institutions | 3 514 651 | 3 535 067 | 0.6 | ||
Life insurance corporations | 128 078 | 127 085 | -0.8 | ||
Superannuation (pension) funds | 2 913 815 | 2 931 719 | 0.6 | ||
Public offer (retail) unit trusts | 409 687 | 416 345 | 1.6 | ||
All other managed funds institutions | 63 071 | 59 918 | -5.0 |
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
- The total managed funds industry rose $14.7b (0.4%) to $3,828.1b funds under management
- Consolidated assets of managed funds institutions rose $11.2b (0.4%) to $3,053.9b
- Cross invested assets rose $9.2b (2.0%) to $481.1b
- Unconsolidated assets rose $20.4b (0.6%) to $3,535.1b
Main features
Analysis
Managed funds industry
Managed Funds industry as at 30 September 2020 had $3,828.1b 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
*total consolidated assets
Superannuation (pension) funds
Total unconsolidated assets of superannuation funds rose $17.9b (0.6%) to $2,931.7b during the September quarter.
Key movements were as follows:
- units in trusts rose $32.4b (3.1%)
- deposits fell $15.0b (-5.6%)
- derivatives fell $12.4b (-29.7%)
- other financial assets rose $6.6b (2.9%)
- shares rose $5.6b (1.3%)
Public offer (retail) unit trusts
Total unconsolidated assets of public offer (retail) trusts rose $6.7b (1.6%) to $416.3b during the September quarter.
Key movements were as follows:
- deposits rose $3.2b (34.9%)
- units in trusts rose $2.5b (2.6%)
- derivatives fell $1.0b (-18.5%)
- land, buildings and equipment rose $0.8b (0.6%)
- bonds, etc. rose $0.7b (5.8%)
Cross investment within public offer (retail) unit trusts rose $1.2b (3.2%) to $38.0b
Life insurance
Total unconsolidated assets of life insurance corporations fell $1.0b (-0.8%) to $127.1b during the September quarter.
Key movements were as follows:
- units in trusts fell $1.5b (-3.3%)
- other financial assets rose $0.3b (4.8%)
- deposits rose $0.2b (3.9%)
- short term securities fell $0.2b (-7.4%)
- derivatives fell $0.2b (-7.6%)
All other managed funds institutions
Total unconsolidated assets of:
- friendly societies rose $0.1b (1.7%) to $7.9b
- common funds rose $0.4b (3.6%) to $11.2b
- cash management trusts fell $3.7b (-8.3%) to $40.8b
Revisions
- Table 1 Summary managed funds industry - revised back to the March quarter 2013.
- Table 2 Summary managed funds institutions - revised back to the June quarter 2011.
- Table 3 Life insurance offices - revised back to the December quarter 2008.
- Table 4 Superannuation (pension) funds - revised back to the September quarter 2017.
- Table 5 Public offer (retail) unit trusts - revised back to the June quarter 2013.
- Table 6 Friendly Societies - no revisions.
- Table 7 Common funds - revised back to the June quarter 2011.
- Table 8 Cash management trusts - revised back to the December quarter 2008.
- Table 9 Resident Investment Managers - revised back to the September quarter 2017.
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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
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.