by Shelley Racine
2019 02 28 incept perform
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Retirement Portfolio Resilience Perspective

Primary Pillar: Retirement Portfolio Construction

Supporting Pillars: Risk Pricing Discipline • Resilience Across Market Environments

This video introduces Gyrostat's investment philosophy and explains how embedded downside protection and disciplined risk management can strengthen portfolio construction through changing market conditions.

While the original presentation reflects the market environment and investment terminology of its time, the enduring principle is the construction of resilient retirement portfolios that complement long-term growth assets by helping address sequencing risk and reduce dependence on favourable market conditions. Viewed through today's Retirement Portfolio Resilience Framework, the video reflects Gyrostat's long-standing philosophy of helping investors remain financially and emotionally invested throughout their retirement journey, regardless of the path markets take.

This video forms part of a broader body of research, educational articles and practical insights organised through the Retirement Portfolio Resilience Framework.

Gyrostat Absolute Return Income Equity Fund
   
  • 'Alternative defensive' asset class to increase 'late cycle' returns
  • 8 year track record of delivering investment objectives
  • ASX 20 stocks with lowest cost protection always in place
  • Includes a 'tail hedge' for large gains on large market falls
Many wholesale/institutional/corporate asset allocations now have between 7.0% - 8.8% allocation to ‘alternative defensive’.

Brief explanatory video, with links to presentation information on our Fund.

Download PDF for more information