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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

September 2021

Released

2/12/2021

View all releases

Key statistics

During the September 2021 quarter:

the total managed funds industry rose $61.2b (1.4%) to $4,390.3b funds under management
consolidated assets of managed funds institutions rose $73.1b (2.1%) to $3,515.4b
cross invested assets rose $16.1b (2.9%) to $571.2b
unconsolidated assets rose $89.2b (2.2%) to $4,086.6b

Main features

		Jun Qtr 2021 $m	Sep Qtr 2021 $m	Jun Qtr 2021 to Sep Qtr 2021 %
Total managed funds industry		4,329,117	4,390,322	1.4
Consolidated assets total managed funds institutions		3,442,257	3,515,362	2.1
Cross invested assets between managed funds institutions		555,064	571,199	2.9
Unconsolidated assets total managed funds institutions		3,997,322	4,086,561	2.2
	Life insurance corporations	128,094	128,951	0.7
	Superannuation (pension) funds	3,354,091	3,430,461	2.3
	Public offer (retail) unit trusts	463,945	476,548	2.7
	All other managed funds institutions	51,191	50,601	-1.2

Analysis

Managed funds industry

Managed Funds industry as at 30 September 2021 had $4,390.3b funds under management, comprised of:

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
Sep-16	1,199.323	561.113	102.059	1,236.266
Dec-16	1,243.491	570.248	106.402	1,240.141
Mar-17	1,269.403	569.106	111.982	1,266.812
Jun-17	1,299.59	581.704	115.018	1,306.78
Sep-17	1,321.379	588.092	118.637	1,308.214
Dec-17	1,361.089	606	122.59	1,341.82
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	1,449.808	628.07	124.438	1,374.829
Dec-18	1,391.312	598.511	118.563	1,333.994
Mar-19	1,480.426	648.206	125.565	1,386.228
Jun-19	1,537.518	663.764	129.189	1,435.755
Sep-19	1,577.815	672.986	133.38	1,469.16
Dec-19	1,611.418	685.267	142.778	1,491.899
Mar-20	1,495.687	624.486	134.556	1,446.302
Jun-20	1,488.513	650.518	132.353	1,534.401
Sep-20	1,509.092	655.238	128.95	1,523.106
Dec-20	1,603.253	682.944	130.751	1,572.445
Mar-21	1,647.896	697.431	133.286	1,619.199
Jun-21	1,743.474	761.039	138.189	1,686.415
Sep-21	1,777.586	742.745	145.776	1,724.215

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"]

[["Sep-16","Dec-16","Mar-17","Jun-17","Sep-17","Dec-17","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"],[[1199.3230000000001],[1243.491],[1269.403],[1299.5899999999999],[1321.3789999999999],[1361.0889999999999],[1369.5170000000001],[1407.9780000000001],[1449.808],[1391.3119999999999],[1480.4259999999999],[1537.518],[1577.8150000000001],[1611.4179999999999],[1495.6869999999999],[1488.5129999999999],[1509.0920000000001],[1603.2529999999999],[1647.896],[1743.4739999999999],[1777.586]],[[561.11300000000006],[570.24800000000005],[569.10599999999999],[581.70399999999995],[588.09199999999998],[606],[606.14999999999998],[620.13099999999997],[628.07000000000005],[598.51099999999997],[648.20600000000002],[663.76400000000001],[672.98599999999999],[685.26700000000005],[624.48599999999999],[650.51800000000003],[655.23800000000006],[682.94399999999996],[697.43100000000004],[761.03899999999999],[742.745]],[[102.059],[106.402],[111.982],[115.018],[118.637],[122.59],[124.652],[123.095],[124.438],[118.563],[125.565],[129.18899999999999],[133.38],[142.77799999999999],[134.55600000000001],[132.35300000000001],[128.94999999999999],[130.751],[133.286],[138.18899999999999],[145.77600000000001]],[[1236.2660000000001],[1240.1410000000001],[1266.8119999999999],[1306.78],[1308.2139999999999],[1341.8199999999999],[1339.299],[1357.5260000000001],[1374.829],[1333.9939999999999],[1386.2280000000001],[1435.7550000000001],[1469.1600000000001],[1491.8989999999999],[1446.3019999999999],[1534.4010000000001],[1523.106],[1572.4449999999999],[1619.1990000000001],[1686.415],[1724.2149999999999]]]

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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' asset allocations - Proportion of consolidated funds under management - Selected assets
	Deposits (%)	Short term securities (%)	Bonds, etc. (%)	Shares (%)	Units in trusts (%)	Overseas assets (%)
Sep-06	6.8	5.9	6	21.5	26.2	16.7
Dec-06	6.6	5.8	5.8	22.7	25.8	16.4
Mar-07	6.7	5.7	5.5	23.1	25.8	16.3
Jun-07	8.8	5.5	5	22.8	24.7	15.8
Sep-07	8.5	5.3	5	23.5	25.4	15.5
Dec-07	8	5.8	4.7	22.7	25.7	16.1
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	3.3	17	27.4	18.5
Dec-18	8.8	3.2	3.5	16.2	27.2	18.2
Mar-19	8.5	3.2	3.6	16.6	27.2	18.6
Jun-19	8.5	3	3.7	17	27.2	19.2
Sep-19	8.5	2.7	3.7	17	27.1	19.7
Dec-19	8.2	2.9	3.9	16.8	26.7	20.3
Mar-20	9.9	3.1	3.8	13.7	25.3	20.6
Jun-20	9.8	3.3	3.8	15.7	25.1	20
Sep-20	9.3	3.2	3.7	15.8	25.7	20
Dec-20	8.4	3	3.7	17.5	25.6	20.4
Mar-21	8	2.8	3.6	17.8	25.6	21.2
Jun-21	7.7	2.3	3.5	18.6	25.5	21.8
Sep-21	7.4	2.2	3.4	18.5	25.6	22.2

Managed funds' 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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5],[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],[27.199999999999999],[27.199999999999999],[27.100000000000001],[26.699999999999999],[25.300000000000001],[25.100000000000001],[25.699999999999999],[25.600000000000001],[25.600000000000001],[25.5],[25.600000000000001]],[[16.699999999999999],[16.399999999999999],[16.300000000000001],[15.800000000000001],[15.5],[16.100000000000001],[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],[18.600000000000001],[19.199999999999999],[19.699999999999999],[20.300000000000001],[20.600000000000001],[20],[20],[20.399999999999999],[21.199999999999999],[21.800000000000001],[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 $76.4b (2.3%) to $3,430.5b during the September quarter.

Key movements were as follows:

units in trusts rose $32.7b (2.6%)
assets overseas rose $27.4b (4.2%)
land, buildings and equipment rose $9.2b (4.7%)
other financial assets rose $9.0b (3.9%)
deposits fell $7.1b (-3.0%).

Total assets of superannuation (pension) funds; percentage growth
	Total assets of superannuation (pension) funds, percentage growth
Sep-16	12.4
Dec-16	1.9
Mar-17	2.9
Jun-17	2.8
Sep-17	1.1
Dec-17	2.9
Mar-18	0.2
Jun-18	3.3
Sep-18	2.1
Dec-18	-4.3
Mar-19	5.9
Jun-19	3.9
Sep-19	2.8
Dec-19	1.7
Mar-20	-6.9
Jun-20	3.7
Sep-20	0.7
Dec-20	5.5
Mar-21	3.1
Jun-21	5.5
Sep-21	2.3

Total assets of superannuation (pension) funds; percentage growth

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

[["Sep-16","Dec-16","Mar-17","Jun-17","Sep-17","Dec-17","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"],[[12.4],[1.8999999999999999],[2.8999999999999999],[2.7999999999999998],[1.1000000000000001],[2.8999999999999999],[0.20000000000000001],[3.2999999999999998],[2.1000000000000001],[-4.2999999999999998],[5.9000000000000004],[3.8999999999999999],[2.7999999999999998],[1.7],[-6.9000000000000004],[3.7000000000000002],[0.69999999999999996],[5.5],[3.1000000000000001],[5.5],[2.2999999999999998]]]

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Public offer (retail) unit trusts

Total unconsolidated assets of public offer (retail) trusts rose $12.6b (2.7%) to $476.5b during the September quarter.

Key movements were as follows:

shares rose $3.9b (5.8%)
assets overseas rose $3.4b (4.2%)
units in trusts rose $2.3b (2.4%)
loans and placements rose $2.0b (6.5%)
other financial assets fell $1.6b (-24.6%).

Cross investment within public offer (retail) unit trusts rose $2.6b (6.6%) to $41.6b.

Total assets of public offer (retail) unit trusts; percentage growth
	Total assets of public offer (retail) unit trusts, percentage growth
Sep-16	2.2
Dec-16	2.0
Mar-17	0.1
Jun-17	0.9
Sep-17	1.6
Dec-17	4.5
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	2.2
Dec-19	3.1
Mar-20	-3.6
Jun-20	1.6
Sep-20	1.6
Dec-20	3.6
Mar-21	2.6
Jun-21	4.8
Sep-21	2.7

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

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

[["Sep-16","Dec-16","Mar-17","Jun-17","Sep-17","Dec-17","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"],[[2.2000000000000002],[2],[0.10000000000000001],[0.90000000000000002],[1.6000000000000001],[4.5],[-0.40000000000000002],[-4.2999999999999998],[2],[-2.6000000000000001],[3.1000000000000001],[1.3],[2.2000000000000002],[3.1000000000000001],[-3.6000000000000001],[1.6000000000000001],[1.6000000000000001],[3.6000000000000001],[2.6000000000000001],[4.7999999999999998],[2.7000000000000002]]]

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Life insurance

Total unconsolidated assets of life insurance corporations rose $0.9b (0.7%) to $129.0b during the September quarter.

Key movements were as follows:

deposits fell $0.6b (-11.0%)
short term securities fell $0.4b (-14.0%)
other financial assets rose $0.4b (5.7%)
units in trusts rose $0.4b (0.9%)
bonds, etc. rose $0.4b (1.3%).

Total assets of life insurance corporations; percentage growth
	Total assets of life insurance corporations, percentage growth
Sep-16	-22.4
Dec-16	0.6
Mar-17	0.0
Jun-17	1.2
Sep-17	0.0
Dec-17	1.4
Mar-18	-1.1
Jun-18	0.7
Sep-18	-0.2
Dec-18	-4.4
Mar-19	3.9
Jun-19	-13.5
Sep-19	-0.5
Dec-19	-0.1
Mar-20	-9.0
Jun-20	-31.4
Sep-20	-0.8
Dec-20	1.1
Mar-21	-1.4
Jun-21	1.2
Sep-21	0.7

 Total assets of life insurance corporations; percentage growth

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

[["Sep-16","Dec-16","Mar-17","Jun-17","Sep-17","Dec-17","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"],[[-22.399999999999999],[0.59999999999999998],[0],[1.2],[0],[1.3999999999999999],[-1.1000000000000001],[0.69999999999999996],[-0.20000000000000001],[-4.4000000000000004],[3.8999999999999999],[-13.5],[-0.5],[-0.10000000000000001],[-9],[-31.399999999999999],[-0.80000000000000004],[1.1000000000000001],[-1.3999999999999999],[1.2],[0.69999999999999996]]]

[]

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All other managed funds institutions

Total unconsolidated assets of:

friendly societies rose $0.3b (3.0%) to $9.0b
common funds rose $0.3b (2.3%) to $11.4b
cash management trusts fell $1.1b (-3.5%) to $30.2b.

Revisions

Table 1 Summary managed funds industry - revised back to the March quarter 2016.
Table 2 Summary managed funds institutions - revised back to the September quarter 2015.
Table 3 Life insurance offices - revised back to the June quarter 2021.
Table 4 Superannuation (pension) funds - revised back to the June quarter 2019.
Table 5 Public offer (retail) unit trusts - revised back to the June quarter 2021.
Table 6 Friendly Societies - revised back to the June quarter 2021.
Table 7 Common funds - revised back to the June quarter 2021.
Table 8 Cash management trusts - revised back to the September quarter 2015.
Table 9 Resident Investment Managers - revised back to the June quarter 2020.

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Inquiries

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Data downloads

ABS will progressively transition to releasing Excel files in .XLSX format from 3 December 2021.

Download all (614.86 KB)

Time series spreadsheets

Data files

Table 1. Summary managed funds industry, consolidated assets, total funds under management at end of period
Download xls [67.5 KB]
Table 2. Summary managed funds institutions, assets at end of period
Download xls [95.5 KB]
Table 3. Life insurance offices, unconsolidated assets, amounts outstanding at end of period
Download xls [213.5 KB]
Table 4. Superannuation funds, unconsolidated assets, amounts outstanding at end of period
Download xls [213.5 KB]
Table 5. Public unit trusts, unconsolidated assets, amounts outstanding at end of period
Download xls [549 KB]
Table 6. Friendly societies, unconsolidated assets, amounts outstanding at end of period
Download xls [176.5 KB]
Table 7. Common funds, unconsolidated assets, amounts outstanding at end of period
Download xls [212 KB]
Table 8. Cash management trusts, unconsolidated assets, amounts outstanding at end of period
Download xls [220 KB]
Table 9. Investment managers, source of funds, unconsolidated assets, amounts outstanding at end of period
Download xls [127 KB]

Previous catalogue number

This release previously used catalogue number 5655.0.

Methodology

Managed Funds, Australia methodology, September 2021

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APA

Citation

Managed Funds, Australia

APA

Citation

Key statistics

Main features

Analysis

Managed funds industry

Superannuation (pension) funds

Public offer (retail) unit trusts

Life insurance

All other managed funds institutions

Revisions

Privacy

Inquiries

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

Methodology

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