Retirement Portfolio Resilience Perspective
Category: Corporate Resource – Corporate Presentation
This Corporate Presentation provides an overview of Gyrostat's foundational investment philosophy and the early portfolio construction principles that would later evolve into the Retirement Portfolio Resilience Framework.
It outlines Gyrostat's approach to combining equity participation, regular income and embedded downside protection through disciplined portfolio construction. The presentation explains the investment process, portfolio characteristics and historical outcomes while illustrating the 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 is a lower risk fund with capital always protected, reliable income, and returns in rising and falling markets (including in a market crash class A). The Fund’s Class A units have a 12-year track record of no quarterly downside losses greater than 3 per cent.
Portfolio construction: Adding non correlated beta with alpha brings diversification benefits - higher risk adjusted returns
Diversification reduces portfolio risk where the portfolio blends investments with risk and returns profile that behavior differently from the market (ie: lower correlation). Gyrostat has demonstrated this since our inception in 2010 with non correlated returns to the market, offering significant diversification benefits to increase risk adjusted portfolio returns.
AT A GLANCE
- Gyrostat Class A delivered a 12 month return of +9.11%; class B + 14.28%, with Class A 2 year return 10.68% pa (returns in rising and falling markets)
- Shares always protected: Absolute returns and income with protection always in place (dynamic hedging) adjusted with market moves (not set and forget).
- Strong returns are anticipated in the upcoming September quarter. Our forward guidance for 2023-24 returns is at the top of our range. Rising market volatility and our increasing exposure to commodity stocks is the basis for this guidance.
- Regular quarterly income class A BBSW3M + 3% (currently minimum 7.35% pa)
- Daily liquidity and no locks ins
- Track record of returns increasing with market volatility (‘changing’ markets since Jan 2022)
- SQM Research 4 stars, Superior, High Investment Grade Rating
- Platform availability Hub24, Netwealth, Mason Stevens, Powerwrap
