Where we invest

Where we invest

Your super is your money. You may like to know where it is invested! When your super is with us, you know it will be handled, as well as, invested ethically.

The Fund’s custodian is State Street Australia Limited, and its Investment Consultant is JANA Investment Advisers

 

Australian Equities

The Australian Equities portfolio invests in companies that are listed on the Australian Stock Exchange. Companies that fail to meet the Fund’s ethical investment criteria are excluded, and the portfolio is invested more heavily in companies demonstrating strong social and environmental practices. Most of the portfolio is invested in Australia’s largest 300 companies, and a small part is reserved for companies outside the top 300.

Fund Managers

  • Ausbil Dexia
  • Goldman Sachs
  • Perpetual
  • Tribeca

International Equities

The International Equities portfolio invests in large companies listed on stock exchanges around the world. Companies that fail to meet the Fund’s ethical investment criteria are excluded, and part of the portfolio is invested more heavily in companies demonstrating strong social, environmental and governance practices. Part of the portfolio is invested in responsible emerging market companies.

Fund Managers

  • Colonial First State (Emerging Markets)
  • Candriam
  • State Street
  • QS Investors
  • Generations Investment Management

Property

The Property portfolio primarily invests in unlisted properties. These properties are office, retail, industrial and other buildings primarily concentrated along the Eastern seaboard, with a small exposure in Perth and some holdings in New Zealand. A part of the portfolio is held in listed property trusts for liquidity purposes. The Fund’s property managers are expected to take sustainability issues (including opportunities to minimise energy or water usage) into account in the operation of the properties.

Fund Managers

  • Dexus
  • AMP Office
  • GPT
  • Lend Lease
  • SG Hiscock

Growth & Defensive Alternatives

The Alternatives Assets portfolio includes a wide range of assets not included elsewhere in the portfolio. These assets are specifically chosen for their positive social and environmental benefit, as well as their ability to provide alternative sources of return for the overall portfolio.

Fund Managers

  • Macquarie (Clean Technology)
  • Microvest (Microfinance)
  • Shenkman (Credit)
  • IFM (Infrastructure)
  • AMP (Community Infrastructure)
  • Australian Farms Fund Management (Sustainable Agriculture)
  • Triodos (Microfinance)
  • GEEREF (Renewable Energy)
  • GAM (Absolute Return)
  • FFTW (Absolute Return)
  • Internal Portfolio
  • Abraaj (Health Care)
  • RenaissanceRe Medici Fund

Fixed Income

The Fixed Income portfolio is invested in a range of fixed income instruments, including Term Deposits, Floating Rate Notes and Sovereign Debt.

Fund Managers

  • AMP
  • Kapstream
  • Foresters Community Finance
  • Internal Portfolio

Cash

The Cash portfolio is invested entirely in Term Deposits and overnight cash accounts from Australian Authorised Deposit-Taking Institutions.

Fund Managers

  • Internal Portfolio

Currency

To reduce the risk to the portfolio from currency fluctuations, the Fund also engages a specialist Currency Manager, Macquarie Bank.