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TRACK RECORD

7 years of
delivering
objectives

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PROTECTED FUNDS

Unique method
reduces protection
costs

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STABLE GROWTH

Capital growth
when other's don't -
changing markets

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BLUE CHIP STOCKS

Conservative asset
for all portfolios

Gyrostat Capital Stability Income Fund

Rating: Recommended

“The manager’s product has consistently outperformed the median manager across our assessment criteria. We expect the manager to perform ahead of a reasonably appropriate risk and return objective for the product over a full investment cycle”

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ABOUT US

We were established in December 2010.  We buy and hold ASX20 blue chip high yielding shares and at all times protect downside at the stock specific level with lowest cost alternatives on the ASX. We are an absolute return fund.  Our distinctive risk management approach always has minimal capital at risk at the stock specific level and upside return potential.  Our track record has no quarterly NAV draw-downs exceeding 2%.

We are an alternative to 'traditional' income equity funds as we deliver stable and rising absolute returns with capital growth in trending and more volatile markets, including large 'one off' market falls.  We also complement short term bonds.

 

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Expected Absolute Returns


Expected returns - Investment cycle

Our clients are conservative investors including pre or post retirees (sequencing risk), industry associations and individual/family offices (inter-generational wealth transfer.)

Evolution of investment risk management

Phase 1 Asset allocation - income and growth assets
Phase 2 Protection sometimes in place using predictive risk management overlay - additional growth asset benchmark equity index
Phase 3 Protection always in place, the Gyrostat approach - stable and rising absolute return with regular income. Benchmark BBSW90 + 3% p.a.

By combining the three phases conservative investors can protect and grow capital with reliable income through the investment cycle

Register to receive our monthly report Gyrations: Insights into risk management of an equity portfolio for retirement planning.

* You will be sent a link to download our free guide via your email

Meet Our Team

Broad experience in a wide range of disciplines, particularly in finance and the financial markets in the Asia Pacific region.

Craig

CRAIG RACINE

Managing Director
Chief Investment Officer
peter

PETER CLIFTON

Chairman
Board of Directors
andrew

ANDREW SMITH

Compliance & Risk Management
leo

LEO TANG

Senior Investment Officer
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SHELLEY RACINE

Company Secretary
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GEMMA MALONE

Office Manager

Our team has extensive experience domestically and globally, as investors, as non-executive directors, and as senior management in funds management, private equity, industry, investment banking, and equity research.

*Past performance is not an indicator of future performance.