Gyrostat Feb 2016 Performance Report
Diversified income fund with capital stability
If your objective is to generate a higher level of income than cash and term deposits, whilst protecting and growing your capital investment, our fund can help.
Our minimum distribution is 3% above the cash rate, currently 5.1% pa paid semi-annually, passing on franked dividends.
We have a track record for 20 consecutive quarters since our inception in December 2010 of our investors never experiencing losses exceeding 2% of their investment capital at any time. We’ve achieved compounded returns of 30%.
Throughout the investment cycle we preserve capital when markets fall, and make money in rising markets. We have a track record of capturing 30% - 50% of any upside, and protection in place in case of further falls.
We buy and hold blue chip stocks and pass on the franked dividend. We simultaneously enter the Australian Securities Exchange (“ASX”) options market to hedge risk. We are always fully invested with minimal capital at risk.
Act now to lock in higher yields, with peace of mind
With the substantial share price falls since April 2015, particularly amongst the ‘blue chip’ higher yielding stocks in which we invest, the dividend yields have risen to near decade high yields above the cash rate.
Take action to “lock in” the dividend yields on offer and participate in any stock price recovery.
We remain well placed to deliver better than our funds benchmark returns over the coming 6 months.
How to invest
We accept investments on a weekly basis at the net asset value at close of business each Friday (and end of the month in the final week).