Retirement Portfolio Resilience Perspective
This Corporate Presentation provides an overview of Gyrostat's investment philosophy and the portfolio construction principles that would later evolve into the Retirement Portfolio Resilience Framework.
It outlines Gyrostat's approach to retirement investing through disciplined portfolio construction, embedded downside protection, diversification and risk-managed equity investing. The presentation explains the investment process, portfolio characteristics and historical outcomes while illustrating the long-standing philosophy of helping investors remain financially and emotionally invested throughout changing market conditions.
This Corporate Presentation forms part of Gyrostat's institutional history and serves as a companion reference for advisers, investors and researchers exploring the evolution of the Retirement Portfolio Resilience Framework and the broader Gyrostat investment philosophy.
Gyrostat Risk Managed Equity Fund Classes A & B have downside protection always in place, regular income, with returns in rising and falling markets including a market crash.
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 31st March 2024
Class A: 2Yr + 11.55% pa; 2 Yr max qtr loss -1.26%
13 year track record no quarterly downside losses > 3%
Class B: 2Yr + 17.12% pa; 2 Yr max qtr loss – 0.79%
Leveraged version with greater focus on returns
