Retirement Portfolio Resilience Perspective
Category: Corporate Resource – Corporate Presentation
This Corporate Presentation provides an overview of Gyrostat's foundational investment philosophy and the earliest portfolio construction principles that would later evolve into the Retirement Portfolio Resilience Framework.
It outlines Gyrostat's approach to absolute returns, regular income, embedded downside protection and dynamic hedging through disciplined portfolio construction. The presentation explains the investment philosophy, portfolio characteristics and historical outcomes while demonstrating an early commitment to reducing dependence on favourable market conditions through permanent protection and active risk management.
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 Funds aims to provide alpha excess returns and income by avoiding large losses through the complete investment cycle.
The Gyrostat Risk Managed Equity Fund offers five unit classes.
Each Class has differing risk-return characteristics, but all Classes are based on the ‘dynamic hedging’ risk managed approach with protection always in place. Each class is backed by a Class specific pool of assets and liabilities held on a segregated basis.
Blue chip shares with protection (through ‘dynamic hedging’) for retiree income – designed to address sequencing risk for retirees.
- 12 month returns Class A + 20.96%, Class B + 26.79% (close 31 October 2022)
- Returns in rising and falling markets increasing with volatility
- Non correlated with market beta -0.08 with low monthly volatility 1.5%
- Class A: 11 years of no quarterly losses > 3% (pre-defined 'hard' limit)
- Class A: Downside ‘tail’ always in place for gains on large market falls
- Sequencing risk solution - add to retiree portfolios
- SQM Research 4 stars, Superior, High Investment Grade Rating
- Amongst top performing absolute return funds in Australia – FE Analytics
- Forward guidance returns FY2022-23 at top of range (greater than 8%) - based upon increased capital deployed to commodity stocks and continuing market volatility
