Who is the report for: Business development and marketing teams can assess their own sales performance while getting a clear understanding of the competitors that are attracting the largest flows. C-Suite and product teams can also use the report to assess market, competitive and product trends.
Manager top 40:
League tables of the top 40 investment managers by 12-month net flows, with further breakdowns of their three and five-year dollar growth from flows, percentage growth and total FUM.
Product top 40:
League tables of the top 40 managed funds (unit trusts and Exchange Traded Funds) across all asset classes. The tables compare the products to showcase their one, three and five-year dollar flows, percentage growth and total FUM.
Asset class breakdowns:
Showcasing the leading 40 products per asset class, with one, three and five-year breakdowns. The asset classes include Australian equities (large cap, small cap and income), International equities (large cap, small cap and emerging markets), property, infrastructure, diversified fixed interest, credit/high yield, multi-asset, alternatives and ESG.
Asset class net flows (percentage growth): Year to 30 June 2023
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Updates in the financial advice market, including changes in the ASIC Financial Advisers Register, movements of advisers and AFSLs.
The report reviews FUM and market share across platforms, investment vehicles, wholesale investment managers, super funds and financial advisers.
