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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.

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 CIO and Global Head of Multi-Asset Investments, offers her insights on the different economic factors that influence market conditions in the video below.

Johanna Kyrklund - Group CIO and Global Head of Multi-Asset Investments

Johanna joined Schroders in 2007, previously having worked at Insight Investment and Deutsche Asset Management in various fund management and asset allocation roles. As Group CIO, she oversees investment performance, philosophy and process for all asset classes (excluding private assets). As Global Head of Multi-Asset Investments, she is responsible for investments on behalf of multi-asset clients globally.

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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