| Jun Qtr 2022 $m | Sep Qtr 2022 $m | Jun Qtr 2022 to Sep Qtr 2022 % | ||
|---|---|---|---|---|
| Total managed funds industry | 4,306,315 | 4,306,069 | -0.0 | |
| Consolidated assets total managed funds institutions | 3,467,128 | 3,485,412 | 0.5 | |
| Cross invested assets between managed funds institutions | 505,026 | 497,329 | -1.5 | |
| Unconsolidated assets total managed funds institutions | 3,972,154 | 3,982,741 | 0.3 | |
| Life insurance corporations | 119,717 | 118,590 | -0.9 | |
| Superannuation (pension) funds | 3,328,581 | 3,340,298 | 0.4 | |
| Public offer (retail) unit trusts | 476,137 | 477,804 | 0.4 | |
| All other managed funds institutions | 47,719 | 46,049 | -3.5 | |
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 2022
Released
1/12/2022
Key statistics
During the September 2022 quarter:
- the total managed funds industry fell by $0.2b to $4,306.1b funds under management
- consolidated assets of managed funds institutions rose $18.3b (0.5%) to $3,485.4b
- cross invested assets fell $7.7b (-1.5%) to $497.3b
- unconsolidated assets rose $10.6b (0.3%) to $3,982.7b.
Managed funds industry
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 $11.7b (0.4%) to $3,340.3b during the September quarter.
Key movements were as follows:
- units in trusts fell $16.4b (-1.4%)
- shares rose $14.0b (2.6%)
- other financial assets rose $6.8b (2.6%)
- land, buildings and equipment fell $4.7b (-2.3%)
- bonds, etc. rose $3.7b (4.7%).
Important data quality note
Public offer (retail) unit trusts
Total unconsolidated assets of public offer (retail) trusts rose $1.7b (0.4%) to $477.8b during the September quarter.
Key movements were as follows:
- units in trusts rose $6.8b (7.0%)
- assets overseas fell $4.0b (-4.9%)
- land, buildings and equipment fell $1.6b (-1.0%)
- shares fell $1.3b (-1.9%)
- deposits rose $1.1b (13.2%).
Cross investment within public offer (retail) unit trusts rose $5.9b (16.8%) to $40.6b.
Other managed funds institutions
Life insurance
Total unconsolidated assets of life insurance corporations fell $1.1b (-0.9%) to $118.6b during the September quarter.
Key movements were as follows:
- other financial assets fell $0.9b (-13.3%)
- deposits fell $0.3b (-5.8%)
- other non-financial assets rose $0.3b (8.9%)
- derivatives rose $0.3b (24.8%)
- shares fell $0.1b (-1.1%).
All other managed funds institutions
Total unconsolidated assets of:
- friendly societies rose 0.6% to $8.7b
- common funds rose $0.2b (1.5%) to $11.1b
- cash management trusts fell $1.9b (-6.7%) to $26.3b.
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
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 2019.
- Table 3 Life insurance offices - revised back to the June quarter 2022.
- Table 4 Superannuation (pension) funds - revised back to the September quarter 2020.
- Table 5 Public offer (retail) unit trusts - revised back to the June quarter 2019.
- Table 6 Friendly Societies - no revisions.
- Table 7 Common funds - revised back to the December quarter 2021.
- Table 8 Cash management trusts - revised back to the June quarter 2022.
- Table 9 Resident Investment Managers - revised back to the September quarter 2020.
Enquiries
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Previous catalogue number
This release previously used catalogue number 5655.0.