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Managed funds

The quarterly Managed Funds Survey (MFS) covers funds under management (FUM) with more than 20 large fund management groups, in five product categories: life insurance; KiwiSaver; all other superannuation; unit trusts, and ‘all other funds’. FUM are classified by asset category (eg, cash, fixed interest, equities).  Total FUM are allocated between households and ‘all other sources’ of FUM.  

Current Data

(Summary Tables)

Historical Series
(Excel Spreadsheet)

C15 Managed fund assets – by product category

C15: historical series (123KB)

C15 historical series (Mar. 1996-Dec. 2007) (130KB)

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