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 is a risk managed fund with capital always protected, reliable income, and returns in rising and falling markets including in a market crash.
For the 2 years to 30 September 2023 the Funds class A units have returned 12.89% pa with a maximum quarterly loss of -1.2%
The Fund’s Class A units have a 12-year track record of no quarterly downside losses greater than 3 per cent.
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.
