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Investment Bulletins

Find out how your Plan 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. 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.

Phil Chandler - Fund Manager & Head of UK Multi-Asset

Phil joined Schroders in 2003 and is a Fund Manager and Head of UK Multi-Asset. He is also a Member of the Duration and Equity risk premia teams of the Strategic Investment Group Multi-Asset (SIGMA). Phil initially joined Schroders as a portfolio manager in the Fixed Income team, with responsibility for global rates, money markets and then Gilt and European government portfolios.  He transferred to the Multi-Asset team in 2009. Phil is a CFA Charterholder and holds a Degree in Philosophy, Politics and Economics from the 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. 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