Stakeholder funds
Investing towards a brighter future in fund(s) that meet Government stakeholder criteria, to provide straightforward investments.
As part of offering our customers choice in how they do business with us, and a range of products to help meet families financial needs, we have a choice of funds available, so that you have the option how you invest. Both funds consider ESG factors, and are professionally managed by the investment professionals. If you like the look of both, our ISAs, Junior ISAs, CTFs and Savings & Investment Plans allow you to invest in both funds and you can make fund switches in the future. Of course, if you only want to invest in one of the funds that is possible too.
Take a look further to learn more about the funds.
Foresters Stakeholder (Schroders) Managed Fund
The fund is professionally managed by Schroders with the aim to generate capital growth over the medium to long-term by investing in a portfolio of UK and international company shares, global government and corporate bonds, and cash. No more than 60% of the portfolio is invested in stocks and shares. The fund has a medium-low risk profile.
As a snapshot
- The fund aims to grow your investment over the medium to long-term.
- Medium-low investment risk.
- An actively managed fund – the investment professionals at Schroders make the investment decisions for you.
- The fund aims, before charges, to outperform a customised benchmark.
- Considers environment, social and governance (ESG) factors as part of the investment selection process.
- Invests in UK and global shares, government bonds, higher quality corporate bonds and cash.
- 45% to 60% of the fund will be invested in shares or share-related investments.
Foresters Stakeholder (Schroders) Sustainable Future Managed Fund
The fund is professionally managed by Schroders with the aim to achieve medium to long-term capital growth, by investing in a diversified range of assets and markets worldwide which meets the investment manager’s sustainability criteria. The fund has a medium-low risk profile.
As a snapshot
- The fund aims to grow your investment over the medium to long-term.
- Medium-low investment risk.
- An actively managed fund – the investment professionals at Schroders make the investment decisions for you.
- The fund aims, before charges, to achieve a return of cash +3.5% per year over 5 to 7 years.
- Considers environment, social and governance (ESG) factors as part of the investment selection process. It has a greater focus on sustainability, so the fund aims to have an overall positive effect on people and the planet.
- Invests in a broad range of investments, including UK and global shares, government bonds, higher quality corporate bonds and cash. It can also invest in a wide selection of other alternative investments, such as High Yield bonds, Emerging Market bonds, Convertible bonds and Commodities.
- 0% to 60% of the fund will be invested in shares and share-related investments. This flexibility reflects the broad range of other investments options.
Open a savings product with Foresters
Take a look at the products that we offer that allow you to invest in the funds mentioned above.
Want to save towards your future
Take a look at our ISA, Lifetime ISA or Savings & Investment Plan
Want to save towards your child’s future
Take a look at our Junior ISA
Already have a Child Trust Fund and you would like to switch it to us
Take a look at your transfer options
If you are planning for retirement
Take a look at our Personal Pension Plan
Please note our Personal Pension Plan invests only in the Foresters Stakeholder (Schroders) Managed Fund.
Our investments
Let the professionals make the investment decisions for you, so you don’t have to. Schroders is an independent, dedicated asset manager with a strong heritage and culture based on over 200 years’ experience of investment markets.
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