Gyrostat Capital

A highly defensive non correlated income fund that reliably increases in value on large markets falls

[Gyrostat Capital @gyrostatcapital]

Returns to 30th April 2024

Class A: 2Yr + 11.79% pa; 2 Yr max qtr loss -1.26%
13 year track record no quarterly downside losses > 3%
Class B: 2Yr + 17.21% pa; 2 Yr max qtr loss – 0.79%
Leveraged version with greater focus on returns and income

[Gyrostat Capital @gyrostatcapital]

Gyrostat is a risk managed fund with capital always protected, reliable income, and returns in rising and falling markets including in a market crash.
To 31 October 2023
Class A: 2 years 12.50% pa; max qtrly loss -1.2%.
Class B: 2 years 15.97% pa with a max qtrly loss -0.8%.

[Gyrostat Capital @gyrostatcapital]

Gyrostat Risk Managed Hong Kong Fund Class D is designed to outperform the Hong Kong index over rolling 12 months whilst mitigating against major losses (downside protection always in place)

12 months to 30 Sep 2023 outperformed index by 8.78%;
Since inception Jul 2022 + 13.45%

[Gyrostat Capital @gyrostatcapital]

Gyrostat Risk Managed Hong Kong Equity Class D is designed to outperform the Hong Kong index over rolling 12 months whilst mitigating against major losses (downside protection always in place).

https://t.co/B8zzVL9BXW

[Gyrostat Capital @gyrostatcapital]

Portfolio construction – Lower beta with alpha from 'dynamic hedging'

Feature article:

Portfolio-construction-Lower-beta-with-alpha-from-dynamic-hedging.pdf
#investment #retirementplanning #riskmanagement

[Gyrostat Capital @gyrostatcapital]

Class A: 12-month returns to 30 April 2023 + 18.28%

- Shares always protected 'dynamic hedging'
- Non correlated returns rising and falling markets
- Lower volatility by avoiding large losses; 51 consecutive quarters no losses > 3% (pre-defined)

https://t.co/QydfGBEHio

[Gyrostat Capital @gyrostatcapital]

Feature article: Mitigating sequencing risk through dynamic hedging

https://t.co/QydfGBEHio

[Gyrostat Capital @gyrostatcapital]

Capital growth and income through dynamic hedging.
Class B: Leveraged Absolute Return Income Equity
· Target returns: Min BBSW3M + 6% (currently 9.6% pa)
Delivered returns: 12 months to 31 March 2023 + 26.23%

https://t.co/8pE5xWPvxL
#retirementplanning

[Gyrostat Capital @gyrostatcapital]

https://t.co/dmQmzfUo5w #investing
Media release: Top 2 absolute return funds in Australia over 1 year

The Class B Units 12-month return +28.99%, and
Class A Units + 19.65% for the year ending 31 December 2022 (12-year track record of no quarterly downside losses >3%).

[Gyrostat Capital @gyrostatcapital]

Gyrostat Risk Managed Equity Fund - corporate presentation at 31 December 2022

12 month returns Class A + 19.69%, Class B + 29.06%

Absolute returns (non correlated) and income with protection always in place (dynamic hedging).

https://t.co/QFRbrTzr5D

[Gyrostat Capital @gyrostatcapital]

Media Release: Melbourne firms bucks global trend - #retirement income covenant products

Dynamic hedging risk management protection always in place.

The Class A units + 20.96%, leveraged class B +26.77% for 12 months to 31 Oct2022
https://t.co/d63FV2dVcl

[Gyrostat Capital @gyrostatcapital]

Gyrostat class A +20.96% and class B +26.89% are the top 2 performing absolute returns in Australia over 12 months to 31 October 2022. Source: FE Analytic

https://t.co/Jg01WyOE0T

#investing #RetirementPlanning

[Gyrostat Capital @gyrostatcapital]

Performance update: 31 October 2022

Absolute return, non correlated with market, with protection always in place (through 'dynamic hedging' risk management)

Address retirees sequencing risk

#riskmanagement

[Gyrostat Capital @gyrostatcapital]

Gyrostat class A blue chip shares with protection (through 'dynamic hedging') for #retirement income.

At end August amongst top performing absolute return funds in Australia. Further significant gains in September 1 month + 6.26%; 12 month return +20.80%

[Gyrostat Capital @gyrostatcapital]

Gyrostat Class A Blue chip shares with protection (through ‘dynamic hedging’) for retiree income

* 12 M returns + 19.93% (close Sep 5, 2022)
* Returns in rising and falling markets
* 11 years no quarter losses > 3% (pre-defined ‘hard’ limit)
* Sequencing risk solution

[Gyrostat Capital @gyrostatcapital]

*12 M returns +15.60% (at 17 August 2022)
*11 year track record of no quarterly losses > 3%
*Forward guidance for 2022-23 returns is at the top of range (greater than 8%)
*Blue chip shares with protection (through ‘dynamic hedging’) for retiree income
#RetirementPlanning

[Gyrostat Capital @gyrostatcapital]

Dynamic hedging – technology to the rescue

“Blue chip shares with protection for retiree income, 12 M +12.28%, 11 year track record of no quarterly downside losses > 3%, volatility is our friend with capital gains in rising and falling markets.”

https://t.co/DL1I22kWAj

[Gyrostat Capital @gyrostatcapital]

At close 24 June 6 M returns

Gyrostat Risk Managed Equity Fund

ASX blue chip shares/ETF with protection at stock specific level

Absolute return

Class A + 14.5 Pc
Class B. + 18.8 Pc

Risk managed ETFs vs index

Class C: + 5.6 Pc Australia
Class E: + 15.9 Pc Global /USA