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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. 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

Given further commodity supplier disruptions caused by the geopolitical situation, we expect the trade-off between growth and inflation to continue to deteriorate and this poses a challenge to central bank policy.

In fact, we expect the Federal Reserve to press ahead with its rate hikes as inflationary pressures are broad-based in the US. And as a consequence we moved underweight both bonds and equities, reflecting our concern that rising rates pose a speed limit to returns. 

Within equities, we favour the energy sector because it provides a useful hedge against ongoing geopolitical tension. So a more cautious stance compared to last year, reflecting the peaking of growth momentum, inflationary pressure and rising rates.

Definitions:
Hedge - A hedge is an investment position intended to offset potential losses or gains that may be incurred by a companion investment.
Underweight -  When a portfolio or fund has a lower percentage weighting in an asset class, sector, geographical region or stock than the index or benchmark against which it is measured.

Important information: 
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. 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, are not guaranteed and provided only as at the date of issue. Issued by Schroder Investment Management Ltd., 1 London Wall Place, London EC2Y 5AU, registration number 1893220, England. Authorised and regulated by the Financial Conduct Authority. UK003889.

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