Our investment strategy

We use investment governance, objectives and strategy to ensure that investments are being managed appropriately. View our Investment Policy.

Foresters Investment Philosophy & Objective:

Foresters believes an Investment Philosophy is a useful guide to shape and inform our investment decisions.

We believe:

  • Strategic asset allocation and diversification is an effective way to manage investment risk and achieve target returns.
  • As a long-term investor we can take advantage of tactical tilts when navigating market volatility.
  • In practicing responsible investment and applying a future focussed mindset to achieve investment outcomes.
  • Where possible, in seeking opportunities to use our capital to create positive social impact while also generating strong financial returns.
  • Tax efficiency and minimising investment management fees can enhance net returns.
  • In providing capital preservation investment strategies to assist our members achieve their investment objectives.

Responsible Investing

Responsible Investment Policy

We offer a Sustainable Investment Option which invests according to our Responsible Investment Policy.

Environmental

When appraising potential investments, we consider:

  • Climate change
  • Natural Capital
  • Pollution & Waste
  • Environmental Opportunities

Social

We consider companies in relation to their:

  • Human Capital
  • Product Liability
  • Stakeholder Opposition
  • Social Opportunities

Governance

We consider companies with positive performance in:

  • Corporate Governance
  • Corporate Behaviour

Community Grants Account

The Foresters Financial Community Grants Account

Part of our management fee from our market-linked investment options will be donated to our Community Grants Account to support Australian charities that are working to foster positive and sustainable social change in line with community needs.

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