Meeting lower risk investor’s needs including retirees- Australian equity absolute return
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:
- Lower risk than ASX 200 (source: FE Analytics)
13 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
3 Yr class A returns + 11.35% pa, 3 Yr class A beta – 0.19 (source: FE Analytics)
3 Yr class B + 14.00% pa, 3 Yr class B beta – 0.24 (source: FE Analytics)
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.
