Investment Bulletins

Find out how your Plans and the stock market are performing and read our monthly bulletin. You can also gain exclusive insight from our fund managers Schroders.

Customer reading the latest Foresters investment bulletin

Your funds managed by the experts

The Forester Life Stakeholder Managed Funds have been specifically designed for our customers with a range of outcomes in mind. 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.

The fund management team at Schroders, who manage our funds, are constantly looking out for new investment opportunities. The Funds offer a cost effective solution designed to help you to achieve your goals, and all Plans meet the standards for a stakeholder scheme.

Read and download our latest Investment Bulletin below and learn more about the current financial markets.

Our Investment Bulletins

 

Download our latest monthly bulletins for fund performance details

 

Schroders Market Update

Every quarter, one of our asset managers from Schroders will provide an update into how the financial market is performing. Johanna Kyrklund - Group Chief Investment Officer and Global Head of Multi-Asset Investments, offers her insights on the different economic factors that influence the market conditions in the video below.

Johanna Kyrklund - Group Chief Investment Officer and Global Head of Multi-Asset Investments

Johanna Kyrklund is Group Chief Investment Officer and Global Head of Multi-Asset Investments at Schroders and joined in 2007. Responsible for investments on behalf of Multi-Asset clients globally and is the head portfolio manager of the Schroder Diversified Growth Strategy. Johanna leads the Multi-Asset Investments division, is a member of the Group Management Committee (GMC) and Chairs the Global Asset Allocation Committee.

 
Transcript

Over the last year we have been procyclically positioned on the expectation that we could learn to live with covid and that economies would be open. Our overweight position in equities has worked well and at this point a lot of optimism is priced in, however we still see upside for corporate earnings and monetary policy is still supportive. We are in what we call the recovery phase of the cycle, which is typically benign for markets.

As we move into 2022 we expect inflation to rise on a medium term basis as labour markets tighten and this will lead to talk about central banks withdrawing liquidity and will eventually pose a speed limit to returns. For now we remain positive on markets however.

The key risks to our view; firstly any disappointment on corporate earnings would be troublesome for us as valuations are quite stretched. And secondly, if inflation rises more aggressively and forces central banks to tighten more quickly, that could also be a challenge to markets.

Important information: 
This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. The material is not intended to provide, and should not be relied on for accounting, legal or tax advice. Reliance should not be placed on any views or information in the material when taking individual investment decisions, and or strategic decisions. The views and opinions contained herein are those of the authors, or the individual to whom they are attributed and may not necessarily represent views expressed or reflected in other communications, strategies or funds. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Issued by Schroder Investment Management Limited, 1 London Wall Place, London, EC2Y 5AU, registration number 1893220 England. Authorised and regulated by the Financial Conduct Authority.

We would love to hear your feedback, take our survey

Happy husband and wife checking their MyPlans account on a laptop

Your online account

As someone who appreciates the importance of saving we want to make it as simple as possible to manage your Plan with us. MyPlans allows you to make payments online, view your Plan value, see the fund performance, investment information and contact your Financial Adviser.

To view your ISA, Savings & Investment Plans, Child Trust Funds or Junior ISAs online all you need is your Plan number, date of birth(s) and postcode to set up your MyPlans account.

Financial security for you and your loved ones Take a look at our Plans