Retirement Portfolio Resilience Perspective
This Annual Investor Letter provides an overview of the Fund's financial year, investment outcomes and strategic developments within the context of Gyrostat's Retirement Portfolio Resilience philosophy.
It summarises investment performance, portfolio positioning, risk management, industry recognition and developments in the Fund's accessibility and growth. The letter also explains how Retirement Portfolio Resilience continues to guide Gyrostat's investment process through disciplined portfolio construction, embedded downside protection and a focus on helping investors remain financially and emotionally invested throughout their retirement journey, regardless of the path markets take.
This Annual Investor Letter serves as a companion communication for existing investors and complements the Retirement Portfolio Resilience Framework, Corporate Presentations and educational articles available throughout the News & Insights library.
Annual Investor Newsletter Financial Year Ended 30 June 2025
Dear Investor,
We are pleased to report that your investment in the Gyrostat Capital Risk Managed Equity Fund (ARSN 651 853 799) has continued to perform in line with our stated objectives and consistent with our absolute return philosophy.
Since becoming a registered managed investment scheme in July 2021, the Fund has delivered reliable returns in accordance with our guidance, Absolute Return Income Equity Class A Units achieving a 4-year annualised return of 9.40% p.a. This has been achieved through ongoing enhancements to our strategy and a consistent focus on capital protection and income generation.
For the 12 months to 30 June 2025:
• The Leveraged Absolute Return Income Equity Class B Units returned +10.49%
• The Absolute Return Income Equity Class A Units delivered +9.80%
Notably, our Class A Units have maintained a 14-year record of avoiding any quarterly losses exceeding 3% (past 4 years largest quarterly loss -1.53% with gains in 9 of the past 12 quarters), underscoring our steadfast approach to downside protection. The Leveraged Class B Units are designed to target
