Combined Fund (formerly Combined Schools Superannuation Fund) is a major provider of superannuation services to the private education sector, charities, religious organisations, non-profit groups and associations and other selected employers.
Established in 1959, Combined Fund has more than 9800 member accounts spread over more than 150 employers and assets of over $395 million as at 31 December 2008.
Our mission is to provide benefits to members and their families which will enhance their long term financial strength, well-being and security. We will do this by providing superannuation and a range of other financial and finance related services which are:
- innovative;
- member oriented;
- quality driven;
- well managed and controlled;
- low cost;
- market competitive; and
- conforming to all legal and requlatory requirements.
We are committed to deliver excellence in client services at all times.
CERTIFICATION DETAILS
Certified by RIAA since: 2006
Is the whole fund certified or does it provide a responsible investment option?
The fund provides the following responsible investment option:
Sustainable Responsible Investment Balanced Option, managed by AMP Capital Investors.
What percentage or proportion of the responsible investment option is invested in a responsible investment product?
Fully invested.
Please explain your superannuation fund’s overarching responsible investment strategy
The SRI Balanced Option is invested with fund managers who consider social and environmental factors when making their investment decisions. This can involve avoiding industries considered to be the least socially and environmentally sustainable such as tobacco and gambling.
Read the methodology used by Combined Fund and AMP Capital Investors to create their responsible investment products.
Stocks in the portfolio and past performance
View the stocks in the portfolio and past performance for AMP Capital Investors.
Further information
For further information, please refer to Combined Fund’s responsible investment option on their website.
CONTACT DETAILS
| Michael Houlihan |
| Executive Officer |
| Combined Fund |
| Level 9, 155 Queen Street, Melbourne VIC 3004 |
| Phone: 1800 200 801 |
| Email: mhoulihan@groupbenefits.com.au |
| Website: www.combinedfund.com.au |
