Retail Managed Funds Increased $90.7bn during the June Quarter
/Retail Managed Funds ended the 2025/26 financial year 8.8% higher to total $1,475.2bn thanks in particular to a 6.6% jump in the latest June quarter. Growth was mainly due to investment returns and to a lesser degree positive net cash-flows.
While Retail market leaders Insignia (7.9%), Colonial (6.7%), BT (6.5%), AMP (10.8%), HUB24 (23.7%), netwealth (20.0%) and Mercer (8.4%) all reported significant growth rates, an exception was Macquarie (1.2%) that finished the year only slightly higher.
Source: Plan For Life
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