Retirement Portfolio Resilience Perspective
Primary Pillar: Retirement Portfolio Construction
Supporting Pillars: Risk Pricing Discipline • Behavioural Survivability
This historical performance report demonstrates how Gyrostat's portfolio construction philosophy sought to combine long-term equity participation with disciplined downside protection and capital stability.
Viewed through today's Retirement Portfolio Resilience Framework, the enduring contribution of this publication is that it presents investment outcomes as evidence of an underlying portfolio construction philosophy rather than as an objective in themselves. While the report reflects the market conditions and investment language of 2016, it reinforces the enduring principle that resilient retirement portfolios are designed through disciplined commercial capital allocation, appropriately priced protection and a focus on reducing dependence on favourable market conditions.
This publication forms part of Gyrostat's foundational educational archive documenting the evolution of the Retirement Portfolio Resilience Framework.
Gyrostat Mar 2016 Performance Report
Diversified income fund with capital stability
If your objective is to generate a higher level of income than cash and term deposits, whilst protecting and growing your capital investment, our fund can help.
Our minimum distribution is 3% above the cash rate, currently 5.1% pa paid semi-annually, passing on franked dividends.
We’ve achieved compounded returns of 30% since our inception, significantly higher than cash returns.
We have a track record for 21 consecutive quarters since our inception in December 2010 of our investors never experiencing losses exceeding 2% of their investment capital at any time.
Throughout the investment cycle we preserve capital when markets fall, and make money in rising markets. We have a track record of capturing 30% - 50% of any upside, and protection in place in case of further falls.
We buy and hold blue chip stocks and pass on the franked dividend. We simultaneously enter the Australian Securities Exchange (“ASX”) options market to hedge risk. We are always fully invested with minimal capital at risk.
The historical issue that always protecting your portfolio is ‘expensive’ is addressed through management of ASX options. This is the key to lowering the cost.
We remain well placed to deliver better than our funds benchmark returns over the coming 6 months.
