Retirement Portfolio Resilience Perspective
Category: Corporate Resource – Corporate Announcement & Recognition
This Corporate Announcement recognises Gyrostat's achievement as one of Australia's top-performing absolute return funds based on independent industry research.
The announcement highlights the Fund's investment outcomes while reflecting the disciplined investment philosophy, embedded downside protection and portfolio construction principles that would later evolve into the Retirement Portfolio Resilience Framework. It represents an important early milestone in the development of Gyrostat's investment approach and demonstrates the practical application of long-standing principles across changing market conditions.
This Corporate Announcement forms part of Gyrostat's institutional history and complements the Retirement Portfolio Resilience Framework, Corporate Presentations and educational articles available throughout the News & Insights library.
The Leveraged Absolute Return Income Equity Class B Units achieved a 12-month return of +28.99%, and Absolute Return Income Equity Class A Units returned + 19.65% for the year ending 31 December 2022. The Fund’s Class A units have a 12-year track record of no quarterly downside losses greater than 3 per cent.
Gyrostat Capital was established in 2010 with its primary focus on creating investment products to address uncertainty by providing protection and income-based returns to investors through all parts of the cycle. The Gyrostat benchmark for the Class A and B Units is based on absolute return, non-correlated with the market, achieved by protection always being in place through ‘dynamic hedging’ risk management.
“The Gyrostat offering utilises global best practice risk management that has protection always in place. The protection is not ‘set and forget’ and is adjusted with market moves. The Fund has a track record of returns increasing with volatility. Returns are generated in rising and falling markets, meaning they are non-correlated with the market.” says founder and CEO Craig Racine.
