Retirement Portfolio Resilience Perspective
Category: Corporate Resource – Corporate Presentation
This Corporate Presentation provides an overview of Gyrostat's foundational 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 early development of an investment philosophy designed to help 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 class A is a risk managed fund with capital always protected, regular income, and returns in rising and falling markets including in 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.
To achieve diversification benefits, a portfolio needs to invest in non-correlated assets, which are assets that have a different return profile from the market and from each other. The degree of correlation between the assets can be measured by beta, which is the sensitivity of the asset return to the market return.
Gyrostat class A has a 5 year beta of -0.2 offering significant portfolio diversification benefits for more stable returns across all market conditions.
For the 2 years to 31 December 2023 the Funds class A units have returned 12.76% pa with a maximum quarterly loss of -1.26%
The Fund’s Class A units have a 13-year track record of no quarterly downside losses greater than 3 per cent.
Class B is a leveraged version with a greater focus on returns. For the 2 years to 31 December 2023 the Funds class B units have returned 18.77% pa with a maximum quarterly loss of -0.79%
