Skip to content Skip to footer site map

Foresters Financial Launches First Investors Hedged US Equity Opportunities Fund

  • Aug 01, 2016

 

New York, NY, August 1, 2016 – Foresters Financial™ has launched a new equity mutual fund—the First Investors Hedged U.S. Equity Opportunities Fund — which offers investors total return and equity market exposure with potentially reduced portfolio volatility.

This Fund seeks to provide investors with a portfolio that will generate attractive long-term total returns, but with some downside equity market protection.

 

In a time of increasing market volatility, hedged equity investing has become popular with investors who want total return and equity market exposure but with some some downside protection. This type of Fund uses “hedged” or “defensive equity” strategies to reduce risk in adverse market environments. The result is an equity solution that forgoes a portion of the upside in exchange for some protection against falling markets.

 

The Fund will appeal to those who seek total return, are willing to accept a moderate degree of investment risk, have a long-term investment horizon and are able to ride out market cycles.

“The First Investors Hedged U.S. Equity Opportunities Fund offers our clients an exciting new equity investment choice which further diversifies and enhances our product lineup,” said Clark D. Wagner, President, Foresters Investment Management Company, Inc. “The Fund is most appropriately used to add diversification to an investment portfolio, and further demonstrates our continued progress in developing advanced, competitive products that provide our clients with compelling investment solutions.”

 

For more information about the First Investors Hedged U.S. Equity Opportunities Fund, read our Prospectus and  Client Brochure.

 

Please note that the Fund’s strategy is expected to underperform equity markets during periods of sharply rising equity prices. The risks associated with an investment in the Fund include Derivatives Risk, Emerging Markets Risk, Exchange-Traded Funds Risk, Foreign Securities Risk, Hedging Risk, High Portfolio Turnover Risk, Market Risk, Mid-Size and Small-Size Company Risk, Multi-Style Risk, Quantative Strategies Risk, Security Selection Risk, and Tax Risk.

 

About Foresters Financial Holding Company, Inc. (formerly First Investors)
Foresters Financial Holding Company, Inc. consists of a group of diversified financial services companies that include a registered broker-dealer, an investment adviser, a life insurance company and a transfer agent. Foresters Financial Services, Inc., a broker-dealer, helps everyday families reach their financial goals by offering solutions and guidance through its network of financial representatives working in 44 branch offices across the United States. Foresters Investment Management Company, Inc. is the investment adviser to the First Investors family of funds, which had more than $11 billion in total assets under management as of June 30, 2016.  Foresters Life Insurance and Annuity Company, Inc., a New York domiciled insurance company, offers a range of insurance and annuity products and maintains an “A” (Excellent) rating by A.M. Best1. For more information visit foresters.com.

 

About Foresters Financial

Foresters Financial™ is an international financial services provider with more than three million clients and members in the United States, Canada and the United Kingdom, and total funds under management of $34 billion². With a history of more than 140 years, we provide life insurance, savings, retirement and investment solutions that help families achieve their financial goals, protect their families and improve their communities.³ For more information, visit foresters.com.

 

Foresters Financial and Foresters are trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society, 789 Don Mills Road, Toronto, Canada M3C 1T9) and its subsidiaries.

 

¹ An "A" (Excellent) rating is assigned to companies that have a strong ability to meet their ongoing obligations to policyholders and have, on balance, excellent balance sheet strength, operating performance and business profile when compared to the standards established by A.M. Best Company. A.M. Best assigns ratings from A++ to F, A++ and A+ being superior ratings and A and A- being excellent ratings. In assigning Foresters rating on July 1, 2015, A.M. Best stated that the rating outlook is "stable", which means it is unlikely to change in the near future. See ambest.com for our latest rating.

 

² in Canadian dollars as of December 31, 2015

 

³ Products offered vary by country. Not all products are available for distribution in all jurisdictions. In the United States, products are offered by The Independent Order of Foresters and its subsidiaries, including Foresters Financial Services, Inc. a registered broker-dealer. Securities, life insurance and annuity products are offered through Foresters Financial Services, Inc. or independent producers. Insurance products are issued by Foresters Life Insurance and Annuity Company, New York, or The Independent Order of Foresters. Investment advisory products and services are offered through Foresters Advisory Services, LLC, a registered investment adviser.

 

16-00515

Ready to take the next step? Find an advisor/agent