Gyrostat class A is a risk managed fund with capital always protected, regular income, and returns in rising and falling markets including in a market crash.
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.
To achieve diversification benefits, a portfolio needs to invest in non-correlated assets, which are assets that have a different return profile from the market and from each other. The degree of correlation between the assets can be measured by beta, which is the sensitivity of the asset return to the market return.
Gyrostat class A has a 5 year beta of -0.2 offering significant portfolio diversification benefits for more stable returns across all market conditions.
For the 2 years to 31 December 2023 the Funds class A units have returned 12.76% pa with a maximum quarterly loss of -1.26%
The Fund’s Class A units have a 13-year track record of no quarterly downside losses greater than 3 per cent.
Class B is a leveraged version with a greater focus on returns. For the 2 years to 31 December 2023 the Funds class B units have returned 18.77% pa with a maximum quarterly loss of -0.79%
