Rice Warner has released its much anticipated Personal Investments Market Projections Report.
This report analyses the market of personal investments in Australia as at 30 June 2014 and provides a projection of the market for the next 15 years.
Did you know ?
- The personal investments market is expected to grow at a rate of 4.6% per annum in real terms (7.7% per annum in future dollars) over the next 15 years.
- The total personal investments market at 30 June 2014 was $2,490 billion. This compares with the superannuation market which had assets of $1,837 billion at the same date.
- Wrap platforms, including separately managed accounts and model portfolio products, will be the fastest growing segment, with its market share growing from 2.6% to 7.6% over the 15 years to 30 June 2029.
- By 30 June 2029, total cash and term deposits will reduce from 35% to 30%, as a proportion of overall personal investments while total equity holdings (including ETFs) will increase from 14.4% to 21.7% of overall personal investments.
Source: Rice Warner
