Retirement Portfolio Resilience Perspective
This Corporate Presentation provides a comprehensive overview of Gyrostat's investment philosophy and the principles that have since evolved into the Retirement Portfolio Resilience Framework.
It outlines Gyrostat's approach to retirement portfolio construction, embedded downside protection, disciplined risk management and portfolio diversification through changing market environments. The presentation explains the investment process, portfolio characteristics and historical outcomes, illustrating how the strategy seeks to help investors remain financially and emotionally invested throughout their retirement journey, regardless of the path markets take.
This Corporate Presentation serves as a companion reference for advisers, investors and researchers seeking a comprehensive overview of the Gyrostat approach before exploring the Retirement Portfolio Resilience Framework, supporting educational articles and Monthly Market Overview series available throughout the News & Insights library.
Meeting lower risk investor’s needs including retirees- Australian equity absolute return
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)
13 year track record no quarterly losses > 3%, 2 Yr max qtr loss -1.26% - A track record of increasing in value on major market falls
- Absolute returns with a track record of increasing with market volatility
3 Yr class A returns + 11.35% pa, 3 Yr class A beta – 0.19 (source: FE Analytics)
3 Yr class B + 14.00% pa, 3 Yr class B beta – 0.24 (source: FE Analytics)
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.
