Retirement Portfolio Resilience Perspective
This Quarterly Investor Letter provides an update on the Fund's performance, portfolio positioning and strategic developments within the context of Gyrostat's Retirement Portfolio Resilience philosophy.
It summarises investment outcomes, market conditions, portfolio construction, business developments and progress across Gyrostat's investment strategies. The letter also reinforces Gyrostat's commitment to disciplined portfolio construction, embedded downside protection and helping investors remain financially and emotionally invested throughout their retirement journey, regardless of the path markets take.
This Quarterly Investor Letter serves as a companion communication for investors and complements the Retirement Portfolio Resilience Framework, Corporate Presentations and educational articles available throughout the News & Insights library.
December 2024 Gyrostat briefing - meeting lower-risk investors' needs
Gyrostat has a suite of unit classes with downside protection always in place, designed to meet the needs of lower risk investors, including retirees.
• Class A and Class B are Australian equity absolute return units.
• Class D Hong Kong equity units (HK$).
• Class E global equity units (US$).
All classes are designed to outperform their specific benchmark index over a rolling 12 months whilst mitigating against major losses on large market falls (downside protection always in place).
Our approach is for lower risk investors to replace a portion of their existing equities allocation within each sub asset class of your portfolio with Gyrostat.
