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Report Overview
The Australia mutual funds market is expected to grow at a CAGR of 7.60% between 2026 and 2035.
- According to the ABS, the consolidated bonds of managed funds institutions increased by 4.1% in December 2023.
- The launch of new funds to improve access to alternative investment opportunities is boosting the Australia mutual funds market.
- As per the ABS, unconsolidated assets total managed funds institutions have increased to AUD 4,451,858 million in December 2023.
Compound Annual Growth Rate
7.6%
2026-2035
Based on type, the equity funds is driving the Australia mutual funds market share.
Individuals choose funds based on their risk tolerance capacity, market conditions, and investment objectives. The high potential for higher returns offered by equity funds is boosting the Australia mutual funds market revenue. Equity funds are perceived as riskier investments due to the inherent volatility of the stock market, dependent on price fluctuations and market volatility.
The growing interest in passive investing is increasing among individuals, companies and fund providers introducing innovative fund options to meet the specific needs and preferences of individuals. Different types of mutual funds such as equity funds, money market funds, bonds funds and other types of funds are being introduced to allocate diverse needs of investors. According to the Australian Bureau of Statistics (ABS), the proportion of deposits under managed funds institutions increased to 8.1% in December 2023 from 7.1% in December 2021.
A global investment firm, Franklin Templeton has launched Franklin K2 Athena Fund as an alternative investment opportunity. It is classified under the high investment grade category.
"Australia Mutual Funds Market Report and Forecast 2026-2035" 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
Australia Mutual Funds Market Share
Financial advisors and brokers play a crucial role in advising investors on mutual fund products that align with their financial goals, risk tolerance, and investment horizon. They provide personalised guidance, conduct portfolio reviews, and offer ongoing support, helping investors make informed decisions about mutual fund investments. This direct advisory approach enhances trust and confidence among investors, making financial advisors and brokers a preferred channel for distributing mutual funds.
Leading Companies in the Australia Mutual Funds Market
The growth of the mutual funds market is fuelled by increasing interest in passive investing, rising risk tolerance capacity of individuals and the introduction of new funds to meet the diverse needs of consumers.
- Vanguard Investments Australia Ltd
- abrdn Oceania Pty Ltd
- BlackRock Investment Management (Australia) Limited.
- HSBC Bank Australia Limited
- Investors Mutual Limited
- Others
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*While we strive to always give you current and accurate information, the numbers depicted on the website are indicative and may differ from the actual numbers in the main report. At Expert Market Research, we aim to bring you the latest insights and trends in the market. Using our analyses and forecasts, stakeholders can understand the market dynamics, navigate challenges, and capitalize on opportunities to make data-driven strategic decisions.*
Key Questions Answered in the Report
The market is projected to grow at a CAGR of 7.60% between 2026 and 2035.
Based on the fund type, the mutual funds market is bifurcated into equity funds, money market funds, bond funds, hybrid, and other funds.
Key players in the industry 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 investor type, the mutual funds market is divided into institutions and households.
The different distribution channels in the mutual funds market include 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.
Report Summary
Explore our key highlights of the report and gain a concise overview of key findings, trends, and actionable insights that will empower your strategic decisions.
| Report Features | Details |
| Base Year | 2025 |
| Historical Period | 2019-2025 |
| Forecast Period | 2026-2035 |
| Scope of the Report |
Historical and Forecast Trends, Industry Drivers and Constraints, Historical and Forecast Market Analysis by Segment:
|
| Breakup by Fund Type |
|
| Breakup by Investor Type |
|
| Breakup by Distribution Channel |
|
| Breakup by Region |
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| Market Dynamics |
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| Competitive Landscape |
|
| Companies Covered |
|
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