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

Publisher Expert Market Research
Published Oct 27, 2025
Length 106 Pages
SKU # EMAR20523747

Description

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."Australia Mutual Funds Market Report and Forecast 2025-2034" 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 FundsMarket Breakup by Investor Type
Institutions
HouseholdsMarket 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 ShareFinancial 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 MarketThe 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

Table of Contents

106 Pages
1 Preface
2 Report Coverage – Key Segmentation and Scope
3 Report Description
3.1 Market Definition and Outlook
3.2 Properties and Applications
3.3 Market Analysis
3.4 Key Players
4 Key Assumptions
5 Executive Summary
5.1 Overview
5.2 Key Drivers
5.3 Key Developments
5.4 Competitive Structure
5.5 Key Industrial Trends
6 Market Snapshot
7 Opportunities and Challenges in the Market
8 Asia Pacific Mutual Fund Market Overview
8.1 Key Industry Highlights
8.2 Asia Pacific Mutual Fund Historical Market (2018-2024)
8.3 Asia Pacific Mutual Fund Market Forecast (2025-2034)
9 Australia Mutual Fund Market Overview
9.1 Key Industry Highlights
9.2 Australia Mutual Fund Historical Market (2018-2024)
9.3 Australia Mutual Fund Market Forecast (2025-2034)
10 Australia Mutual Fund Market by Fund Type
10.1 Equity Funds
10.1.1 Historical Trend (2018-2024)
10.1.2 Forecast Trend (2025-2034)
10.2 Money Market Funds
10.2.1 Historical Trend (2018-2024)
10.2.2 Forecast Trend (2025-2034)
10.3 Bond Funds
10.3.1 Historical Trend (2018-2024)
10.3.2 Forecast Trend (2025-2034)
10.4 Hybrid and Other Funds
10.4.1 Historical Trend (2018-2024)
10.4.2 Forecast Trend (2025-2034)
11 Australia Mutual Fund Market by Investor Type
11.1 Institutions
11.1.1 Historical Trend (2018-2024)
11.1.2 Forecast Trend (2025-2034)
11.2 Households
11.2.1 Historical Trend (2018-2024)
11.2.2 Forecast Trend (2025-2034)
12 Australia Mutual Fund Market by Distribution Channel
12.1 Banks
12.1.1 Historical Trend (2018-2024)
12.1.2 Forecast Trend (2025-2034)
12.2 Financial Advisors/Brokers
12.2.1 Historical Trend (2018-2024)
12.2.2 Forecast Trend (2025-2034)
12.3 Direct Sellers
12.3.1 Historical Trend (2018-2024)
12.3.2 Forecast Trend (2025-2034)
12.4 Others
13 Australia Mutual Fund Market by Region
13.1 New South Wales
13.1.1 Historical Trend (2018-2024)
13.1.2 Forecast Trend (2025-2034)
13.2 Victoria
13.2.1 Historical Trend (2018-2024)
13.2.2 Forecast Trend (2025-2034)
13.3 Queensland
13.3.1 Historical Trend (2018-2024)
13.3.2 Forecast Trend (2025-2034)
13.4 Australian Capital Territory
13.4.1 Historical Trend (2018-2024)
13.4.2 Forecast Trend (2025-2034)
13.5 Western Australia
13.5.1 Historical Trend (2018-2024)
13.5.2 Forecast Trend (2025-2034)
13.6 Others
14 Market Dynamics
14.1 SWOT Analysis
14.1.1 Strengths
14.1.2 Weaknesses
14.1.3 Opportunities
14.1.4 Threats
14.2 Porter’s Five Forces Analysis
14.2.1 Supplier’s Power
14.2.2 Buyer’s Power
14.2.3 Threat of New Entrants
14.2.4 Degree of Rivalry
14.2.5 Threat of Substitutes
14.3 Key Indicators for Demand
14.4 Key Indicators for Price
15 Competitive Landscape
15.1 Market Structure
15.2 Company Profiles
15.2.1 Vanguard Investments Australia Ltd
15.2.1.1 Company Overview
15.2.1.2 Product Portfolio
15.2.1.3 Demographic Reach and Achievements
15.2.1.4 Certifications
15.2.2 abrdn Oceania Pty Ltd
15.2.2.1 Company Overview
15.2.2.2 Product Portfolio
15.2.2.3 Demographic Reach and Achievements
15.2.2.4 Certifications
15.2.3 BlackRock Investment Management (Australia) Limited.
15.2.3.1 Company Overview
15.2.3.2 Product Portfolio
15.2.3.3 Demographic Reach and Achievements
15.2.3.4 Certifications
15.2.4 HSBC Bank Australia Limited
15.2.4.1 Company Overview
15.2.4.2 Product Portfolio
15.2.4.3 Demographic Reach and Achievements
15.2.4.4 Certifications
15.2.5 Investors Mutual Limited
15.2.5.1 Company Overview
15.2.5.2 Product Portfolio
15.2.5.3 Demographic Reach and Achievements
15.2.5.4 Certifications
15.2.6 Others
16 Key Trends and Developments in the Market

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