Despite the lingering effects of the financial crisis, a strong sharemarket performance over the majority of the past five-year period has supported growth in the Financial Asset Investing industry. Industry revenue is highly dependent on the value of assets and the performance of the sharemarket. With industry assets still reeling following the global financial crisis, their value plunged further in 2011-12 following a sharp decline in global equity markets. As a result, the industry, while seemingly growing at a steady pace, has not yet regained all the ground lost during the financial crisis.
This industry is comprised of trusts (except trusts of separately constituted superannuation funds) that are primarily engaged in investing money on their own account in predominantly financial assets, including mortgages. The industry also includes investment-type unit trusts engaged in holding financial assets. The funds of unlisted and listed property unit trusts are excluded from the industry.
The report covers the scope, size, disposition and growth of the industry including the key sensitivities and success factors. Also included are five year industry forecast, growth rates and an analysis of the industry key players and their market shares.