Currently Class B is the 2nd top performing fund and Class A is the 4th performing fund in the FE Analytics AMI absolute Return Sector for 1 year ending 30 April 2023 (based on FE Report generated on 8 May 2023)
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Meeting lower risk investor’s needs including retireesReturns in rising and falling markets 14 year track record of no quarterly downside > 3%
Class A: Absolute return income equity
Target returns: 6-8% pa in trending markets> 8% in changing marketsTarget Income: BBSW3M +3% pa paidquarterly (currently 7.39%pa)
Class Inception: 10 December 2010
Delivered returns Class A to December 2024:
1YR
2YR(PA)
3YR(PA)
5YR(PA)
9.55%
7.89%
11.68%
6.32%
Class A Performance (Growth of AUD $100,000)
Class B: Leveraged absolute return income equity
Target returns: Minimum BBSW3M + 6%Target Income: BBSW3M +6% pa paidquarterly (currently 10.39% pa)
Class Inception: 13 April 2021
Delivered returns Class B to December 2024:
1YR
2YR(PA)
3YR(PA)
5YR(PA)
8.74%
9.05%
15.32%
Class B Performance (Growth of AUD $100,000)
Is this too much risk in your portfolio for financial peace of mind?
Gyrostat Risk Managed Equity Fund Classes A & B have downside protection always in place, regular income, with returns in rising and falling markets including large market falls.
Our class A flagship fund has 3 key features:
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Lower risk than ASX 200 (source: FE Analytics)
14 year track record no quarterly losses > 3%, 2 Yr max qtr loss -1.26% - A track record of increasing in value on major market falls
- Absolute returns with a track record of increasing with market volatility
The leveraged Class B Units have a focus on greater returns and less risk protection.
These returns are non correlated with the market providing portfolio diversification benefits such as lower risk, higher risk-adjusted returns, and reduced exposure to market shocks.Stock market falls are a regular and hazardous feature of the stock market cycle.
Gyrostat Risk Managed Equity Fund
ARSN 651 853 799
Responsible Entity: One Managed Investment Funds Limited
Investment Manager: Gyrostat Capital Management Advisers Pty Ltd
Want more information? Please contact Michael Baker or James Duck of Wayfarer Investment Partners on 0439 276 484.
Register to receive further information on our fund.
Meet Our Team
Broad experience in a wide range of disciplines, particularly in finance and the financial markets in the Asia Pacific region.
Craig Racine
Managing DirectorChief Investment Officer
Peter Clifton
ChairmanBoard of Directors
Andrew Smith
Compliance & Risk Management
David Barwise
Director
Leo Tang
Senior Investment Officer
Michael Baker
Wayfarer Investment Partners
James Duck
Wayfarer Investment Partners
Peter Keating
Senior Investment Operations ManagerOur team has extensive experience domestically and globally, as investors, as non-executive directors, and as senior management in funds management, private equity, industry, investment banking, and equity research.
*Past performance is not an indicator of future performance.