Many wholesale/institutional/corporate asset allocations now have between 7.0% - 8.8% allocation to ‘alternatives – defensive’ for late cycle to increase portfolio returns and reduce risks.
Gyrostat Absolute Return Income Equity Fund has an 8 year track record of delivering investment objectives - returns increasing with volatility levels with no quarterly capital draw-downs exceeding 2 pc.
Philanthropic investors: direct cash distributions to your designated charity whilst maintaining control of your capital investment.
Bespoke solutions available under mandate for growth assets can be re-allocated to “alternatives - growth” with a (say) hard 5 pc quarterly risk tolerance, with a capital gains tax solution funded by most recent dividend.
