Gyrostat Risk Managed Equity Fund - corporate presentation at 31 December 2022
Absolute returns (non correlated) and income with protection always in place (dynamic hedging).
Dynamic hedging risk management: Protection always in place adjusted with market moves (not set and forget).
- 12 month returns Class A + 19.69%, Class B + 29.06%
- Returns in rising and falling markets increasing with volatility
- Non correlated with market beta with low monthly volatility
- Class A: 12 years of no quarterly losses > 3% (pre-defined 'hard' limit)
- Class A: Downside ‘tail’ always in place for gains on large market falls
- Class A: Sequencing risk solution - add to retiree portfolios
- Class B: Focuses on greater returns and less risk protection
- SQM Research 4 stars, Superior, High Investment Grade Rating
- Top 2 performing absolute return funds in Australia 12 M to 31 Dec 2022 – 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