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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.

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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.

Across global stock markets the spread of coronavirus has resulted in an increase in volatility as investors focus on the impact on global economic growth. Whilst there are still high levels of uncertainty, and nobody knows how this will develop, global governments and central banks have taken swift and significant action to help mitigate the unexpected economic slowdown. UK and US interest rates have been significantly reduced and many governments across the world, including the UK have announced unprecedented stimulus packages to support their economies. During times of market volatility it is important to focus on your longer term savings objectives and avoid making snap decisions - read our volatile market article.

 

Our Investment Bulletins

 

Download our latest monthly bulletins for fund performance details

 

   December Bulletin 2019

   January Bulletin 2020

   February Bulletin 2020

Schroders Market Update

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

Philip Chandler - Multi-Asset Fund Manager

Philip joined Schroders in 2003. He was initially the portfolio manager in the Field Income team, with responsibility for global rates, money markets and then Gilt and European portfolios. In 2009 Philip transferred to the Multi-Asset team and as the Fund manager in the Diversified Growth team, he focusses on UK and North American pension and insurance customers. Phillip is a Member of the Duration and Equity risk premia teams of the Strategic Investment Group Multi-Asset (SIGMA). He is a CFA Charterholder and has a Degree in Philosophy, Politics and Economics, University of Oxford.

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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. My Plans 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 My Plans account.

Set up My Plans

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