Gyrostat class A and class B are designed for investors who want financial peace of mind irrespective of stock market outcomes. This is a key objective for many in retirement planning.
Gyrostat Risk Managed Equity Fund Classes A & B have downside protection always in place, regular income, with returns in rising and falling markets including large market falls.
Our class A flagship fund has 3 key features:
-
Lower risk than ASX 200 (source: FE Analytics)
14-year track record no quarterly losses > 3%, 4 Yr max qtr loss -1.53%
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A track record of increasing in value on major market falls
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Absolute returns with a track record of increasing with market volatility
The leveraged Class B Units have a focus on greater returns and less risk protection.
These returns are non correlated with the market providing portfolio diversification benefits such as lower risk, higher risk-adjusted returns, and reduced exposure to market shocks.
Class A: Absolute return income equity
Target returns: 6-8% pa in trending markets> 8% in changing markets
Target Income: BBSW3M +3% pa paidquarterly (currently 7.12% pa)
Class Inception: 10 December 2010
As at 30 June 2025 | 3M | 1yr p.a. | 2yr p.a. | 3yr p.a. |
---|
Class A |
1.62% |
9.80% |
8.12% |
8.45% |
Bank Bill Swap Rate 3M + 3% |
1.77% |
7.55% |
7.54% |
7.05% |
Excess Returns |
-0.15% |
2.25% |
0.58% |
1.40% |
Class B: Leveraged absolute return income equity
Target returns: Minimum BBSW3M + 6%
Target Income: BBSW3M +6% pa paidquarterly (currently 10.12% pa)
Class Inception: 13 April 2021
As at 30 June 2025 | 3M | 1yr p.a. | 2yr p.a. | 3yr p.a. |
---|
Class B |
1.17% |
10.49% |
9.45% |
11.03% |
Bank Bill Swap Rate 3M + 3% |
1.77% |
7.55% |
7.54% |
7.05% |
Excess Returns |
-0.60% |
2.94% |
1.91% |
3.98% |
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