Reports

Sale

Australia Mutual Funds Market

Australia Mutual Funds Market Size, Share, Trends, Growth: By Fund Type: Equity Funds, Money Market Funds, Bond Funds, Hybrid and Other Funds; By Investor Type: Institutions, Households; By Distribution Channel: Banks, Financial Advisors/Brokers, Direct Sellers, Others; Regional Analysis; Market Dynamics; Competitive Landscape; 2024-2032

Australia Mutual Funds Market Outlook

The Australia mutual funds market size is projected to grow at a CAGR of 4.97% between 2024 and 2032.

 

Key Takeaways:

  • The Australian banking sector back the growth of the mutual funds market, as per the Australian Banking Association's report.
  • By December 2023, the managed funds industry in Australia saw a $176.6 billion (3.9%) surge.
  • A $4.6 billion net profit after tax and 14.2% return on net assets for general insurance was reported in 2023.

 

Households contribute to the Australia mutual funds market growth by diversifying their investment portfolios and reducing risks through exposure to various securities

Households benefit from mutual funds by diversifying, reducing risks with access to various securities, and catering to those with limited capital. Professional management saves time, with fund managers handling transactions, liquidity, cost efficiency, and regulatory protection.

 

Institutions profit from mutual funds through easy diversification, minimizing risks across assets. Professional managers provide market expertise without the need for active oversight. Liquidity ensures swift transactions, while economies of scale offer diverse investments, potentially increasing returns. Regulatory oversight guarantees transparency, reducing fraud risks.

 

The Australian government unveiled plans for a sustainable investment product labelling system as part of its sustainable finance strategy. Launched in November 2023, the strategy aims to spur private investment, manage climate change financial risks, and enhance international alignment in sustainable finance markets through information access and regulatory backing.

 

Australia Mutual Funds Market

 

Market Segmentation

Australia Mutual Funds Market Report and Forecast 2024-2032 offers a detailed analysis of the market based on the following segments:

 

Market Breakup by Fund Type

  • Equity Funds
  • Money Market Funds
  • Bond Funds
  • Hybrid and Other Funds

 

Market Breakup by Investor Type

  • Institutions
  • Households

 

Market Breakup by Distribution Channel 

  • Banks 
  • Financial Advisors/Brokers 
  • Direct Sellers 
  • Others

 

Market Breakup by Region

  • New South Wales
  • Victoria
  • Queensland
  • Australian Capital Territory
  • Western Australia
  • Others

 

The Australia mutual funds market key players are Vanguard Investments Australia Ltd, abrdn Oceania Pty Ltd, BlackRock Investment Management (Australia) Limited., HSBC Bank Australia Limited, and Investors Mutual Limited among others.

 

Key Highlights of the Report

REPORT FEATURES DETAILS
Base Year 2023
Historical Period 2018-2023
Forecast Period 2024-2032
Scope of the Report

Historical and Forecast Trends, Industry Drivers and Constraints, Historical and Forecast Market Analysis by Segment:

  • Fund Type
  • Investor Type
  • Distribution Channel
  • Region
Breakup by Fund Type
  • Equity Funds
  • Money Market Funds
  • Bond Funds
  • Hybrid and Other Funds
Breakup by Investor Type
  • Institutions
  • Households
Breakup by Distribution Channel
  • Banks 
  • Financial Advisors/Brokers 
  • Direct Sellers 
  • Others
Breakup by Region
  • New South Wales
  • Victoria
  • Queensland
  • Australian Capital Territory
  • Western Australia
  • Others
Market Dynamics
  • SWOT Analysis
  • Porter's Five Forces Analysis
  • Key Indicators for Demand
  • Key Indicators for Price
Competitive Landscape
  • Market Structure
  • Company Profiles
    • Company Overview
    • Product Portfolio
    • Demographic Reach and Achievements
    • Certifications
Companies Covered
  • Vanguard Investments Australia Ltd
  • abrdn Oceania Pty Ltd
  • BlackRock Investment Management (Australia) Limited.
  • HSBC Bank Australia Limited
  • Investors Mutual Limited
  • Others

 

*At Expert Market Research, we strive to always give you current and accurate information. The numbers depicted in the description are indicative and may differ from the actual numbers in the final EMR report.

1    Preface  
2    Report Coverage – Key Segmentation and Scope
3    Report Description

    3.1    Market Definition and Outlook
    3.2    Properties and Applications
    3.3    Market Analysis
    3.4    Key Players
4    Key Assumptions
5    Executive Summary

    5.1    Overview
    5.2    Key Drivers    
    5.3    Key Developments
    5.4    Competitive Structure
    5.5    Key Industrial Trends
6    Market Snapshot
7    Opportunities and Challenges in the Market
8    Asia Pacific Mutual Fund Market Overview

    8.1    Key Industry Highlights
    8.2    Asia Pacific Mutual Fund Historical Market (2018-2023) 
    8.3    Asia Pacific Mutual Fund Market Forecast (2024-2032)
9    Australia Mutual Funds Market Overview
    9.1    Key Industry Highlights
    9.2    Australia Mutual Fund Historical Market (2018-2023) 
    9.3    Australia Mutual Funds Market Forecast (2024-2032)
10    Australia Mutual Funds Market by Fund Type
    10.1    Equity Funds
        10.1.1    Historical Trend (2018-2023)
        10.1.2    Forecast Trend (2024-2032)
    10.2    Money Market Funds
        10.2.1    Historical Trend (2018-2023)
        10.2.2    Forecast Trend (2024-2032)
    10.3    Bond Funds
        10.3.1    Historical Trend (2018-2023)
        10.3.2    Forecast Trend (2024-2032)
    10.4    Hybrid and Other Funds
        10.4.1    Historical Trend (2018-2023)
        10.4.2    Forecast Trend (2024-2032)
11    Australia Mutual Funds Market by Investor Type
    11.1    Institutions
        11.1.1    Historical Trend (2018-2023)
        11.1.2    Forecast Trend (2024-2032)
    11.2    Households
        11.2.1    Historical Trend (2018-2023)
        11.2.2    Forecast Trend (2024-2032)
12    Australia Mutual Funds Market by Distribution Channel 
    12.1    Banks 
        12.1.1    Historical Trend (2018-2023)
        12.1.2    Forecast Trend (2024-2032)
    12.2    Financial Advisors/Brokers 
        12.2.1    Historical Trend (2018-2023)
        12.2.2    Forecast Trend (2024-2032)
    12.3    Direct Sellers 
        12.3.1    Historical Trend (2018-2023)
        12.3.2    Forecast Trend (2024-2032)
    12.4    Others
13    Australia Mutual Funds Market by Region
    13.1    New South Wales
        13.1.1    Historical Trend (2018-2023)
        13.1.2    Forecast Trend (2024-2032)
    13.2    Victoria
        13.2.1    Historical Trend (2018-2023)
        13.2.2    Forecast Trend (2024-2032)
    13.3    Queensland
        13.3.1    Historical Trend (2018-2023)
        13.3.2    Forecast Trend (2024-2032)
    13.4    Australian Capital Territory
        13.4.1    Historical Trend (2018-2023)
        13.4.2    Forecast Trend (2024-2032)
    13.5    Western Australia
        13.5.1    Historical Trend (2018-2023)
        13.5.2    Forecast Trend (2024-2032)
    13.6    Others
14    Market Dynamics
    14.1    SWOT Analysis
        14.1.1    Strengths
        14.1.2    Weaknesses
        14.1.3    Opportunities
        14.1.4    Threats
    14.2    Porter’s Five Forces Analysis
        14.2.1    Supplier’s Power
        14.2.2    Buyer’s Power
        14.2.3    Threat of New Entrants
        14.2.4    Degree of Rivalry
        14.2.5    Threat of Substitutes
    14.3    Key Indicators for Demand
    14.4    Key Indicators for Price
15    Competitive Landscape
    15.1    Market Structure
    15.2    Company Profiles
        15.2.1    Vanguard Investments Australia Ltd  
            15.2.1.1    Company Overview
            15.2.1.2    Product Portfolio
            15.2.1.3    Demographic Reach and Achievements
            15.2.1.4    Certifications
        15.2.2    abrdn Oceania Pty Ltd  
            15.2.2.1    Company Overview
            15.2.2.2    Product Portfolio
            15.2.2.3    Demographic Reach and Achievements
            15.2.2.4    Certifications
        15.2.3    BlackRock Investment Management (Australia) Limited. 
            15.2.3.1    Company Overview
            15.2.3.2    Product Portfolio
            15.2.3.3    Demographic Reach and Achievements
            15.2.3.4    Certifications
        15.2.4    HSBC Bank Australia Limited  
            15.2.4.1    Company Overview
            15.2.4.2    Product Portfolio
            15.2.4.3    Demographic Reach and Achievements
            15.2.4.4    Certifications
        15.2.5    Investors Mutual Limited 
            15.2.5.1    Company Overview
            15.2.5.2    Product Portfolio
            15.2.5.3    Demographic Reach and Achievements
            15.2.5.4    Certifications
        15.2.6    Others
16    Key Trends and Developments in the Market

 

List of Key Figures and Tables

1.    Asia Pacific Mutual Funds Market: Key Industry Highlights, 2018 and 2032
2.    Australia Mutual Funds Market: Key Industry Highlights, 2018 and 2032
3.    Australia Mutual Funds Historical Market: Breakup by Fund Type (USD Million), 2018-2023
4.    Australia Mutual Funds Market Forecast: Breakup by Fund Type (USD Million), 2024-2032
5.    Australia Mutual Funds Historical Market: Breakup by Investor Type (USD Million), 2018-2023
6.    Australia Mutual Funds Market Forecast: Breakup by Investor Type (USD Million), 2024-2032
7.    Australia Mutual Funds Historical Market: Breakup by Distribution Channel (USD Million), 2018-2023
8.    Australia Mutual Funds Market Forecast: Breakup by Distribution Channel (USD Million), 2024-2032
9.    Australia Mutual Funds Historical Market: Breakup by Region (USD Million), 2018-2023
10.    Australia Mutual Funds Market Forecast: Breakup by Region (USD Million), 2024-2032
11.    Australia Mutual Funds Market Structure

Key Questions Answered in the Report

The market is projected to grow at a CAGR of 4.97% between 2024 and 2032.

The mutual funds market is categorised according to investor type, which includes institutions and households.

The key players are Vanguard Investments Australia Ltd, abrdn Oceania Pty Ltd, BlackRock Investment Management (Australia) Limited., HSBC Bank Australia Limited, and Investors Mutual Limited among others.

Based on the distribution channel, the market is divided into banks, financial advisors/brokers, direct sellers, and others.

The market is broken down into New South Wales, Victoria, Queensland, Australian Capital Territory, Western Australia, and others.

Purchase Full Report

Mini Report

$ 2199     $1999
  • Selected Sections, One User
  • Printing Not Allowed
  • Email Delivery in PDF
  • Free Limited Customisation
  • Post Sales Analyst Support
  • 50% Discount on Next Update

Single User License

$ 3299     $2999
  • All Sections, One User
  • One Print Allowed
  • Email Delivery in PDF
  • Free Limited Customisation
  • Post Sales Analyst Support
  • 50% Discount on Next Update
most popular

Five User License

$ 4399     $3999
  • All Sections, Five Users
  • Five Prints Allowed
  • Email Delivery in PDF
  • Free Limited Customisation
  • Post Sales Analyst Support
  • 50% Discount on Next Update

Corporate License

$ 5499     $4999
  • All Sections, Unlimited Users
  • Unlimited Prints Allowed
  • Email Delivery in PDF + Excel
  • Free Limited Customisation
  • Post Sales Analyst Support
  • 50% Discount on Next Update

Any Question? Speak With An Analyst

Contact Analyst

View A Sample

Request Sample

Did You Miss Anything, Ask Now

Request Customisation
Why Expert Market Research?

Right People

We are technically excellent, strategic, practical, experienced and efficient; our analysts are hand-picked based on having the right attributes to work successfully and execute projects based on your expectations.

Right Methodology

We leverage our cutting-edge technology, our access to trusted databases, and our knowledge of the current models used in the market to deliver you research solutions that are tailored to your needs and put you ahead of the curve.

Right Price

We deliver in-depth and superior quality research in prices that are reasonable, unmatchable, and shows our understanding of your resource structure. We, additionally, offer attractive discounts on our upcoming reports.

Right Support

Our team of expert analysts are at your beck and call to deliver you optimum results that are customised to meet your precise needs within the specified timeframe and help you form a better understanding of the industry.

NEWSLETTER