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Special Note: Retail unit trusts: Assets by sector (T45)

View all Special Notes related to Retail unit trusts: Assets by sector (T45).

Data revisions

25 August 2025

Revisions to the data this quarter cover the period from March 2022 to March 2025, to reflect improved coverage of the population, resulting in an upward adjustment of total funds under management by approximately $1.5b–$1.9b over this period.


Additional data revisions

26 August 2024

There have been further revisions to the September 2023 quarter data as well as revisions to the December 2023 quarter data. This is due to reporting discrepancies which have affected several tables related to the managed funds survey, including tables T40, T41, T43, and T47.


Data revisions

28 February 2024

There have been revisions to the September 2023 quarter data. This is due to reporting discrepancies which have affected several tables related to the managed funds survey, including tables T40, T41, T43, and T47.