Retirement Portfolio Resilience Perspective
This Corporate Presentation provides a comprehensive overview of Gyrostat's Retirement Portfolio Resilience philosophy and its implementation through the Gyrostat Risk Managed Equity Fund.
It introduces the retirement challenges the strategy is designed to address, including sequencing risk, behavioural survivability and resilience across changing market environments. The presentation outlines Gyrostat's investment philosophy, portfolio construction approach, embedded protection architecture, investment process and portfolio characteristics, supported by historical performance and practical implementation examples.
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 Outlook 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)
14-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
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.
Returns to 31 December 2024
3 Yr class A returns + 11.68% pa; 3 Yr class A beta – 0.19
3 Yr class B returns + 15.32% pa; 3 Yr class B beta -0.24
