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Sustainable Investment

Our Purpose centres around our members to help them save for the future, protect their families, as well as by actively giving back in the communities they live in - that's why we care about sustainable investing.

Investing made simple

Sustainable investment involves the consideration of the impact of environmental, social and governance factors in the selection of assets. Find out about Foresters approach to sustainability and how we are creating a better future together.

At Foresters Financial, we help make investing easy. By choosing to do business with us you will not only receive the benefit of our experience, financial strength and reliability, but also you will receive the expertise of Schroders.

Your investments will be held in a professionally managed fund, where Schroders will make the investment decisions on your behalf with a risk-controlled sustainable approach. No more than 60% will be invested in shares – reducing the effects of market fluctuations but giving the opportunity for growth.

As with all stock market investments the value of your Plan can fall as well as rise and you may get back less than has been paid in.

About Schroders

Schroders is an independent, dedicated asset manager with a strong heritage and culture based on over 200 years’ experience of investment markets. A FTSE 100 company, Schroders benefits from a strong balance sheet and a stable ownership structure which allows them to focus entirely on delivering results for you. 

With over £615.2 billion of funds under management across a global network operating in 37 locations, as at 31st December 2021, Schroders has the perspective and expertise to identify investment potential wherever it is located.

Human hands holding the earth to show Schroders approach to renewable energy
Wind turbines to show Schroders approach to renewable energy

The Schroders Investment Approach

Schroders’ investment philosophy is based on a long-term, research-driven investment approach to seize the best opportunities for investors regardless of the economic environment. Managing risk forms an integral part of the investment process using sophisticated techniques to construct well-diversified and risk-efficient funds.

As a forward-looking asset manager with a strong commitment to innovation, Schroders continually challenges conventional thinking to identify and develop new investment opportunities for customers. Schroders' reputation, built over 200 years of doing business, mirrors our purpose by helping families enrich their lives through investment excellence and product innovation.

You can learn more about how your Plans are performing under the Foresters Stakeholder Managed Fund by reading our latest Investment Bulletin.

Want money matters made clear?

Schroders launched MoneyLens to help provide information on investing and other money-related topics.

At the core of it all is a series of articles where financial matters are made clear.

Schroders also offers the InvestIQ test to help you discover deeper, more powerful insights about your investment decisions. Why not try it today and discover your investment personality.

Schroders MoneyLens graphic of a female millennial with piggy bank on a lead

How Schroders look out for sustainable investors

Social and environmental change is happening faster than ever – climate change, shifting demographics and the technology revolution are reshaping our planet. A forward looking, active investment approach is needed to comprehend and harness the impact of these forces. This means understanding how a company interacts with society and its environment, as well as analysing its profit lines and the risks posed.

Schroders have been integrating environmental, social and governance considerations in their investment processes for more than 20 years. For the past three years, Schroders have carried out a Global Investor Study to discover people’s views about sustainability, surveying over 22,000 people who invest from 30 countries.

To learn more about Schroders and their current sustainability objectives, see:

   Schroders Annual Sustainable Investment Report 2021

   Schroders Q3 2022 Sustainability Report

   Schroders Q4 2022 Sustainability Report


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