by Shelley Racine

Retirement Portfolio Resilience Perspective

Category: Corporate Resource – Corporate Presentation

This Corporate Presentation introduces Gyrostat's Class B investment strategy and the early portfolio construction principles that would later evolve into the Retirement Portfolio Resilience Framework.

It outlines Gyrostat's approach to generating higher equity income through disciplined portfolio construction, embedded downside protection and dynamic hedging while recognising that different investors have different portfolio objectives and risk-return requirements. The presentation demonstrates an early commitment to designing investment solutions around clearly defined portfolio functions rather than relying solely on traditional asset allocation.

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.

Purpose:  
 
A global non correlated income fund as part of the ‘equity income’ component of a portfolio to enhance income in a historically low interest rate environment
 
Investment Objectives:
 
Returns:  To exceed income distributions over rolling 12 months
Income:  Minimum cash rate + 6% from dividends and risk management profits paid quarterly
Protection:  No quarterly NAV draw-down exceeding 6%. 
 
Class B is a levered version of Class A designed to deliver higher income than Class A with a higher risk tolerance. It seeks to generate equity income with downside protection always in place. In contrast to Class A it may not necessarily gain from major market falls.
 
The Class commenced operations on 13 April 2021.

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