The 2014 Australian Investment Managers Cross Border Flow Report, commissioned by Financial Services Council and Perpetual, provides a meaningful basis from which to analyse trends in the flow of funds into Australian Managed Investment trusts.
It provides unique insight into which regions, asset classes and investor types have experienced the greatest growth (or loss) since tax policy changes were introduced in 2010.
Fifteen leading fund managers participated in the study representing over $40.4 billion out of a possible $80.8 billion of overseas sourced funds reported by the Australian Bureau of Statistics.
The report includes:
- Historical view of fund flows over a four year period from 1 January 2010 to 31 December 2013
- The investment origin by region and, for the first time, by country
- Most popular cross-border investment into Australia by asset class
- Largest sources of inflows by investor type