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We look after you and Schroders invests your money

Whatever you are saving or investing for, not only do you receive the benefit of Foresters experience, financial strength and reliability you will also receive the expertise of Schroders - one of Europe's largest independent investment managers.

Schroders is an independent, dedicated asset manager with a strong heritage and culture based on over 200 years’ experience of investment markets. A FTSE 100 company, Schroders benefits from a strong balance sheet and a stable ownership structure which allows them to focus entirely on delivering results for you. With over £418.2 billion of funds under management and an international network spanning 37 offices in 27 countries, Schroders has the perspective and expertise to identify investment potential wherever it is located.

Schroders is one of the strongest investment brands in the UK marketplace and are consistently ranked in the top three asset management companies.

*as at 30th of June 2017

How Schroders Invests?

Schroders investment philosophy is based on a long-term, research-driven investment approach to seize the best opportunities for investors regardless of the economic environment. Managing risk forms an integral part of the investment process using sophisticated techniques to construct well-diversified and risk-efficient funds.

As a forward-looking asset manager with a strong commitment to innovation, Schroders continually challenges conventional thinking to identify and develop new investment opportunities for customers. Schroders reputation, built over 200 years of doing business, mirrors our purpose by helping families enrich their lives through investment excellence and product innovation.

Schroders are responsible investors and signatories to the United Nations Principles for Responsible Investment (UN PRI) and have had a Responsible Investment (RI) approach for over 15 years. During this time, the definitions and methods of responsible investment have changed, but Schroders commitments have remained the same: to be active owners of the companies in which they invest and to reflect Environmental, Social and Governance (ESG) value drivers within the investment process.

Read more about Schroders investment approach here:

      Schroders Global Investor Study 2017

      Schroders Annual Sustainable Report



How the Stakeholder Funds are managed

The Foresters Stakeholder (Schroders) Managed Funds have been specifically designed for our customers with a range of outcomes in mind. For investors seeking wealth preservation, a conservative fund strategy is followed with growth targeted by an active approach to managing investment risk, whilst protection against inflation is also taken into account.

Foresters Stakeholder (Schroders) Managed Funds

The Foresters Stakeholder (Schroders) Managed Funds offer a cost effective solution designed to help you to achieve your goals, and all Plans meet the standards for a stakeholder scheme. The funds give access to a professionally managed portfolio of UK and international company shares along with government and corporate securities and cash. They aim to outperform the IA Mixed Investment (20-60%) sector median and to generate capital growth over the medium to long-term through an active asset allocation strategy, and the individual performances of underlying investments. The fund management team at Schroders responsible for our funds identify and invest in opportunities in the UK and overseas stock markets, such as Europe, Asia and emerging economies. The funds also invest in securities issued by governments and international companies as well as holding cash.

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