Rice Warner releases Personal Investments Market Projections Report 2014

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.

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Source: Rice Warner

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