Australia Mutual Fund Market Size, Share Analysis and Forecast Report (2025-2034)

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.

This report 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