PFL Managed Funds covers retail and wholesale managed funds, platforms and wraps, investment bonds, superannuation and retirement products.

Who is the data for:

This package is designed for fund managers, superannuation funds, platforms, insurers, consultants and financial services professionals.

It combines sector and peer analysis with quarterly datasets to help organisations benchmark performance, monitor market developments and identify growth opportunities.

Drawing on Rainmaker Information's extensive industry database, the service delivers both high-level market intelligence and granular product-level statistics across Australia's investment and superannuation markets.

Contents of the PFL Managed Funds package:

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Market overview reports

Quarterly reporting providing market-level analysis and commentary of  leading providers across Australia’s retail managed funds, wholesale managed funds,platform and wrap landscapes.

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Quarterly datasets and analysis

Detailed product and fund-level insights into funds under management (FUM), inflows, outflows, net flows and investment earnings, allowing market share, flow trends and competitive positioning analysis. It includes comprehensive statistical datasets covering retail and wholesale managed funds, superannuation and retirement income products, investment trusts, investment bonds, cash management trusts, annuities, regular premium products, and platform and wrap products.

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Superannuation

Gain insights into Australia's superannuation market through detailed reporting on public offer, industry, government, corporate, personal and employer-sponsored superannuation products, alongside MySuper, consumer segmentation and distribution channel analysis.

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Platform and wrap reporting

Track the evolving platform and wrap market with dedicated administrator and marketer views, which includes quarterly statistics at the organisation and product level, market share analysis, flow trends and competitive benchmarking.

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Investment bonds

Monitor Australia's investment bond sector with specialist quarterly reporting covering market share, funds under management, net flows and key industry trends as well as an annual benchmarking report looking at the leading products and market innovations.

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Responsible investment

Assess the growth and development of responsible investing through market statistics, organisation and product level FUM and flow analysis and dedicated responsible investment research.

Investment Bonds Market
Learn more about the PFL Managed Funds

Contact our business development team to view or add the report to your Rainmaker MarketPro subscription.

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