Retirement Portfolio Resilience Perspective
Category: Corporate Resource – Quarterly Investor Update
This Quarterly Investor Update outlines the expansion of Gyrostat's risk-managed investment offerings while demonstrating the early development of an investment philosophy that would later evolve into the Retirement Portfolio Resilience Framework.
It explains the introduction of multiple investment classes designed to address different portfolio objectives through a common philosophy of embedded downside protection, disciplined portfolio construction and active risk management. Although developed before the Retirement Portfolio Resilience Framework was formally articulated, the update demonstrates Gyrostat's early commitment to reducing dependence on favourable market conditions while providing investors with solutions tailored to differing risk-return objectives.
This Quarterly Investor Update forms part of Gyrostat's institutional history and complements the Retirement Portfolio Resilience Framework, Corporate Presentations and educational articles available throughout the News & Insights library.
Greater choice in risk managed product offerings
We have expanded our risk managed product offerings to 3 unit classes:
- Absolute Return Income Equity Class – ‘highly defensive’ equity income; sequencing risk
- Leveraged Absolute Return Income Equity Class – ‘equity income’ minimum BBSW+6% objective
- Risk Managed Australian Equity Class – benchmark ASX200 – sequencing risk
Gyrostat intends to add two additional classes over the coming weeks and will issue an updated Information Memorandum.
- Risk Managed Hong Kong Equity Class – benchmark Hang Seng net total return index – sequencing risk
- Risk Managed Global Equity Class – benchmark MSCI All Country World index – sequencing risk
These initiatives will enable investors to more easily achieve their desired risk-return profile.
Enhanced investor services
Gyrostat has appointed external service providers to offer enhanced investor services. This includes:-
- Daily subscription, transfer among classes and withdrawals enabled by daily pricing
- On line access to your investment statements, distribution history etc through the One Registry Services Investor Portal.
- Ease of additional investments or transfers amongst classes with an updated online application service available through the Gyrostat website.
