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Market Share Reports

Benefits to you

The content of the Analysis Market Share Report enables you identify the key trends in Superannuation and Investment product segments, measure the change over time for the total market and for each individual company and product. You can track changes in Fund Under Management FUM, Gross / Net Flows, Gross Transfers and Investment Earnings.

The tables show trends at a high level for the product segment and enable you to undertake detailed analysis by drilling down to individual products.

The Analysis Market Share Report provides the most comprehensive coverage of the Superannuation and Investment available in the Australian market.

Detailed analysis is facilitated by the provision of all tables in spreadsheet format allowing you to extract and undertake your own analysis without the need to rekey data.

The report is updated quarterly and is based on data collected by DEXX&R from each Superannuation and Investment Company.

Description

Contains detailed tables showing fund size and cash flows for the retail and wholesale market by market segment.

  • Personal Superannuation;
  • Employer Superannuation;
  • Allocated Pensions;
  • Term Allocated Pensions;
  • Immediate Annuities;
  • Retail Investment;
  • Pooled Super Trusts;
  • Wholesale Trusts;
  • Master Funds;
  • Wrap Accounts;
  • Industry; and
  • Public Sector.

Tables are included in each section showing the market share for each company, followed by tables showing the market share by product segment. Further tables are included for each segment showing total assets by asset class e.g. managed, Australian equities, cash etc.

Market Segment Research
Detailed reports and software are produced covering all available products in each market segment. Details of product features, investment options, fees and charges are included with the software, facilitating detailed comparison of the impact of each product's fee and charge structure over a wide range of scenarios.

For more details click here or to subscribe please contact Paul Duong (Technical Research Manager) 02 9580 9277 or email info@dexxr.com

Market data

Total Market
Sample Market Movements Table

* Immediate Annuties not included in Total Retirement Incomes figures in this table
Employer Superannuation
Personal Superannuation
Retirement Incomes
Retail Investment

Copyright DEXX&R, the trading name of RKR Research Pty Ltd. All rights reserved. No part of the data may be reproduced without prior permission of DEXX&R.