Australian: AUM of SOIs 2024, by fund type| ��ƽ��

Assets under management (AUM) of Australian State-Owned Investors in 2024, by fund type (in billion U.S. dollars)

Characteristic	Superannuation Fund	Hybrid/AM	Sovereign Wealth Fund	Central Bank
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Release date

April 2024

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Region

Australia

Survey time period

2024

Supplementary notes

* Merger in progress
** Exempt from APRA
*** Managed by TCorp/VFMC

Citation formats

As of 2024, the vast majority of Australian State-Owned Investors (SOIs) were present in the form of Superannuation funds. The largest of these Superannuation funds by assets under management (AUM) was the AusSuper, managing assets that exceeded *** billion U.S. dollars.

Pension funds

The Superannuation is a popular pension fund method utilized by Australians to save for retirement. The majority of this money has been saved by an employer throughout the course of employment. A percentage of individual employees' wages is typically deposited by the employer into a super fund via the Superannuation Guarantee (SG). The super fund then provides returns through effective portfolio management. The AusSuper is among the leading public pension funds in the world, allocating half of its portfolio to domestic assets.

Additional state investment types

Other fund types, inclusive of hybrid, central bank, and Sovereign Wealth Funds (SWFs) have a similar structure to pension funds. These funds may be actively or passively managed by a fund manager. These funds are often public initiatives and so the fund manager is appointed in the form of an SOI and tasked with the responsibility of generating a return on assets.