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 Responsible Investment Leaders Balanced Fund.
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 investment managers who consider social and environmental factors when making investments and can involve avoiding industries considered to be the least socially and environmentally sustainable such as tobacco and gambling.
Click here to read the methodology used by Combined Fund and AMP Capital Investors to create their responsible investment products.
Stocks in the portfolio and past performance
Click here to view stocks in the portfolio and past performance for AMP Capital Investors.
Further information
Click here for further information on Combined Fund's responsible investment options on their website.
DISCLAIMER: This information has been prepared by RIAA based on material provided by Combined Fund. While it is provided to assist you in finding a Superannuation Fund, RIAA does not endorse or recommend any particular firm or individual Superannuation Fund to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.
