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We look after you and Schroders invests your money

Whatever you are saving or investing for, not only do you receive the benefit of Foresters experience, financial strength and reliability you will also receive the expertise of Schroders.

Being an individual investor can be expensive, time consuming and risky, especially if you are not an expert in the world of finance. Let the experts do it for you with a professionally managed investment with Foresters.

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 £449 billion of funds under management and an international network spanning 41 offices in 29 countries, as at 30th June 2018, Schroders has the perspective and expertise to identify investment potential wherever it is located.

How Schroders Invests?

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.

Read more about Schroders investment approach here:

       Schroders Global Investor Study 2018 

 

A forward looking approach to sustainability

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.  

Sustainable investing looks at how companies make their money, not just how much money they make. It takes into account the ways in which social and environmental trends impact companies, and also the impact that companies have on society and the environment. Schroders has been integrating environmental, social and governance considerations in our investment processes for more than 20 years. 

Investors are increasingly focused on sustainability issues and are doing their bit by recycling, buying locally produced goods, considering their carbon footprint and purchasing goods from companies with a record of social responsibility.  They are focused on returns, but they are also looking for their investments to provide a better outcome for society as a whole. 

To find out more about our approach to sustainable investing, take a look: 

 

How the Stakeholder Funds are managed

The Foresters Stakeholder (Schroders) Managed Funds have been specifically designed for our customers with a range of outcomes in mind. For investors seeking wealth preservation, 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.

Foresters Stakeholder (Schroders) Managed Funds

The Foresters Stakeholder (Schroders) Managed Funds offer a cost effective solution designed to help you to achieve your goals, and all Plans meet the standards for a stakeholder scheme. The funds give access to a professionally managed portfolio of UK and international company shares along with government and corporate securities and cash. They aim to outperform the IA Mixed Investment (20-60%) sector median and to generate capital growth over the medium to long-term through an active asset allocation strategy, and the individual performances of underlying investments. The fund management team at Schroders responsible for our funds identify and invest in opportunities in the UK and overseas stock markets, such as Europe, Asia and emerging economies. The funds also invest in securities issued by governments and international companies as well as holding cash.

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