Gyrostat Risk Managed Equity Funds aims to provide alpha excess returns and income by avoiding large losses through the complete investment cycle.
The Gyrostat Risk Managed Equity Fund offers five unit classes.
Each Class has differing risk-return characteristics, but all Classes are based on the ‘dynamic hedging’ risk managed approach with protection always in place. Each class is backed by a Class specific pool of assets and liabilities held on a segregated basis.
Blue chip shares with protection (through ‘dynamic hedging’) for retiree income – designed to address sequencing risk for retirees.
- 12 month returns Class A + 20.96%, Class B + 26.79% (close 31 October 2022)
- Returns in rising and falling markets increasing with volatility
- Non correlated with market beta -0.08 with low monthly volatility 1.5%
- Class A: 11 years of no quarterly losses > 3% (pre-defined 'hard' limit)
- Class A: Downside ‘tail’ always in place for gains on large market falls
- Sequencing risk solution - add to retiree portfolios
- SQM Research 4 stars, Superior, High Investment Grade Rating
- Amongst top performing absolute return funds in Australia – FE Analytics
- Forward guidance returns FY2022-23 at top of range (greater than 8%) - based upon increased capital deployed to commodity stocks and continuing market volatility
