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

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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 initially resulted in an increase in volatility as investors focused on the likely 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 continue to provide support to help mitigate the 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.


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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.


This information is marketing communication. The views and opinions contained herein are of Johanna Kyrklund, Group Chief Investment Officer and Global Head of Multi-Asset Investments, and may not necessarily represent views expressed, or reflected in other Schroders communications, strategies or funds.

“Over the summer equities continued to perform well, as infection rates stabilised and stimulus remained in place. The performance was led by technology with names like Amazon and Apple continuing to lead the recovery, while more cyclical names struggled. As we head into the autumn the probability of a second wave of the virus remains elevated, but there is evidence to suggest that mortality rates are likely to be lower as hospitals are now better prepared compared to March. In a similar vein, national lockdowns are also less likely as better tracing allows for more localised lockdowns. Against this backdrop growth will be dampened and policy remains stimulative. But relative to the depths of March, we are likely to see some improvement in economic data, consistent with our expectations of a U-shaped recovery. In the short-term the US election is likely to cause volatility. Right now the polls point to win for Biden and a divided congress. This outcome would have a muted impact on markets as a President’s ability to significantly change policy direction would be limited. A democratic sweep could have more profound consequences as tech stocks are currently priced to perfection and a strong democratic victory might raise concerns that the sector could be more regulated. There is also risk of a contested election, as Trump has already cast doubt over postal votes. All in all we remain positive on equities, because we do see this recovery as we head into 2021 and because rates remain so low, providing support to valuations.”

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 amounts originally invested.

The forecasts included should not be relied upon, or guaranteed and are provided only as at the date of issue. Issued by Schroders Investment Management Ltd, 1 London Wall Place, London EC2Y 5AU, registration number: 1893220, England. Authorised and regulated by the Financial Conduct Authority.

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