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Data Alert: Australia’s Managed Funds Market Update

2 July 2009 (Updated)

Australia has one of the world’s largest contestable pools of investment fund assets. This has been underpinned by Australia’s mandatory retirement income system introduced in 1992. In March quarter 2009, Australia had A$1.2 trillion (US$950bn) in funds under management. Total assets have grown more than 300 per cent since 1994. Australia’s funds under management (FUM) are equivalent in size to the country’s nominal GDP and represents more than 120 per cent of the domestic equity market capitalisation. Australia’s investor base is sophisticated and outward looking with significant exposures to global markets and alternative asset classes. Australia’s FUM industry is also looking to export services to the region, drawing on its strengths in portfolio construction, risk management, wealth advisory and distribution capabilities and funds administration and custody services.

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