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Investing with Foresters

Giving you the choice to invest your way. We have specially selected the professionals at Schroders to look after your money and make investment decisions for you, so all you have to do is choose your fund(s).

Invest your way with our choice of funds

Whether you're new to investing or have been investing for a while, choosing how to invest your money is an important decision. At Foresters, we want to give you the flexibility to choose how your savings are invested with a range of products, for different savings goals. Along with the experts at Schroders, we have a choice of funds to help make investing in your future easy.

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Foresters Stakeholder (Schroders) Managed Fund

A global, straightforward fund designed for Foresters customers 

  • Choose to invest your savings fully or partially in this fund 
  • Invest over the medium to long-term in a professionally managed fund by Schroders
  • Considers ESG factors with 45-60% invested in shares. 

Learn more about this fund

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Foresters Stakeholder (Schroders) Sustainable Future Managed Fund

Invest for an overall positive effect on people and the planet.  

  • Choose to invest your savings fully or partially in this fund
  • Invest over the medium to long-term in a professionally managed fund by Schroders
  • Considers ESG factors with 0-60% invested in shares.

Learn more about this fund

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Foresters (Schroders) Managed Islamic Global Fund

Invest in a Shariah compliant fund.   

  • This fund invests in a Shariah compliant portfolio of shares from around the world.  
  • The fund will only invest in companies included in the Dow Jones Islamic Market World (Net Total Return) Index.  
  • A Shariah Supervisory Board and Shariah Adviser have been appointed to ensure all investments in the fund meet Shariah Investment Guidelines.  

Learn more about the Shariah Fund

View how your fund is performing

Keep up to date with how our funds are performing with our Investment Bulletins.

Foresters Stakeholder (Schroders) Managed Fund 
Q4 Bulletin 2023 
Q3 Bulletin 2023 
June Bulletin 2023

Foresters Stakeholder (Schroders) Sustainable Future Managed Fund 
Q4 Bulletin 2023
Q3 Bulletin 2023
July Bulletin 2023

Foresters (Schroders) Managed Islamic Global Fund 
Q4 Bulletin 2023
Q3 Bulletin 2023
July Bulletin 2023

 

You can view the performance of your fund if you have an ISA, CTF, Junior ISA or Savings & Investment Plan with us at any time on MyPlans.

 

Market update from the professionals 

Every quarter, one of our asset managers from Schroders will provide an update into how the financial market is performing. Phil Chandler - Fund Manager & Head of UK Multi-Asset, offers his insights on the different economic factors that influence the market conditions in the video below.

What is best for you?

When you have decided to save towards your, or your child's future it is important to choose the right product and understand the fund(s) available to you. 


Foresters Stakeholder (Schroders) Managed Fund

Foresters Stakeholder Sustainable Future Managed Fund

Foresters (Schroders) Managed Islamic Global Fund

 Professionally Managed Yes  Yes   Yes
 Products available ISA, Junior ISA, Savings & Investment Plan, Child Trust Funds, Personal Pension Plan  ISA, Junior ISA, Savings & Investment Plan and Child Trust Funds  ISA, Junior ISA, Savings & Investment Plan 
 Ability to fund switch  Yes, if you have an ISA, Junior ISA, Savings & Investment Plan or a Child Trust Fund you can switch into the Foresters Stakeholder (Schroders) Sustainable Future Managed Fund    Yes, if you have an ISA, Junior ISA, Savings & Investment Plan or a Child Trust Fund you can switch into the Foresters Stakeholder (Schroders) Managed Fund  No, if you would like to invest in another fund with us you would need to make a transfer
 Risk Level Medium-low risk profile Medium-low risk profile  Medium risk profile 
 

Charge

 1.5% each year, reducing to 1% after 10 years for JISAs, ISAs, Savings & Investment Plans and Personal Pension Plan*  1.5% each year, reducing to 1% after 10 years for JISAs, ISAs and Savings & Investment Plans*  1.5% each year, reducing to 1% after 10 years

Sustainable investing?

  Considers ESG Factors  Yes! - the aim of the fund is to have a positive overall impact on people and the planet This is not the aim of this fund

Shariah compliant?

No   No ✓ Yes, the aim of this fund is to invest under Islamic guidance
Invests Globally  Yes Yes  Yes 

*Child Trust Fund annual management charge varies dependent on the investment

Open a savings product with Foresters

Take a look at the products that we offer that allow you to invest in the funds mentioned above.  

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Want to save towards your future
Take a look at our ISA, Lifetime ISA or Savings & Investment Plan

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Want to save towards your child’s future
Take a look at our Junior ISA 

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Already have a Child Trust Fund and you would like to switch it to us
Take a look at your transfer options

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If you are planning for retirement
Take a look at our Personal Pension Plan

Please note at present our Personal Pension Plan invests only in the Foresters Stakeholder (Schroders) Managed Fund.

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Financial guidance - at no cost to you
Meet with a Financial Adviser to discuss your options at your convenience.

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Our investments

Let the professionals make the investment decisions for you, so you don’t have to. Schroders is an independent, dedicated asset manager with a strong heritage and culture based on over 200 years’ experience of investment markets.

How they manage your investments

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Where is the CTF invested?

At Foresters we look after a range of Child Trust Funds with different investments types, including Stakeholder, Non-Stakeholder and Shariah Child Trust Funds. Understand how the Child Trust Fund is invested with us.

Manage your savings anywhere 

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See the Plan value, fund performance, our other products and more at any time.

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It's easy to set up or amend contributions and gift to a child’s Plan at your convenience.

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MyPlans makes it easier to manage your Plan online, allowing you to make updates as you need to.

Create an account

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Ready to saving but not sure where to start?

Read our articles on savings products and investing, so you can feel in control of your money and finances. 

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