Gyrostat Capital Management

Gyrostat Risk Management Hong Kong Equity Class D Strategy: Designed to outperform the Morningstar® Hong Kong Index over rolling 12 months whilst mitigating against major losses on large Hong Kong market falls (downside protection always in place). The strategy could be described as Risk Managed Hong Kong Fund, holding Tracker Fund of Hong Kong with a risk management overlay.  Returns to 31st October 2024 Outperformance Vs Morningstar Hong Kong Index (benchmark) 1M + 8.55%    3 M + 11.81%    1 Yr + 16.35% pa  2 Yr + 10.79% pa Inception (1 Jul 2022) + 13.85% pa  #HongKongStocks #alpha https://lnkd.in/gffipvRx

Meeting lower risk retirement investor’s needs- Absolute return addressing sequencing risk 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: 1.       Lower risk: 13 year track record no quarterly losses > 3% 2.      A track record of increasing in value on major market falls 3.      Absolute returns with a track record of increasing with market volatility   The leveraged Class B Units have a focus on greater returns and less risk protection. Returns to 31st October 2024 Class A: 3 Mth + 4.98%, 1Yr + 9.27% pa, 3Yr +11.42% pa                13 year track record no quarterly downside losses > 3%;     2 Yr max qtr loss -1.26% Class B: 3 Mth + 6.82%, 1Yr + 12.22% pa; 3Y + 14.70% pa                2 Yr max qtr loss – 0.79%               Leveraged version with greater focus on returns and income 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. Diversification requires non correlated assets to be effective. From an existing portfolio replace a beta 1 Australian equities allocation with Gyrostat class A (3 year beta – 0.08)   #retirement #retirementincome #sequencing #innovation #alpha   https://lnkd.in/gFAyxQ9j

Meeting lower risk retirement investor’s needs- Absolute return addressing sequencing risk 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: 1.       Lower risk: 13 year track record no quarterly losses > 3% 2.      A track record of increasing in value on major market falls 3.      Absolute returns with a track record of increasing with market volatility The leveraged Class B Units have a focus on greater returns and less risk protection. Corporate presentation at 30 September 2024 https://lnkd.in/ggqGSRih #retirementincome #sequencing

Gyrostat Risk Managed Hong Kong Equity Class D Strategy: Designed to outperform the Morningstar® Hong Kong Index over rolling 12 months whilst mitigating against major losses on large Hong Kong market falls (downside protection always in place). At 30 September 2024 Monthly Report: https://lnkd.in/g6ycw7xG

Meeting lower risk retirement investor’s needs- Absolute return addressing sequencing risk 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: 1.       Lower risk: 13 year track record no quarterly losses > 3% 2.      A track record of increasing in value on major market falls 3.      Absolute returns with a track record of increasing with market volatility   The leveraged Class B Units have a focus on greater returns and less risk protection. Returns to 30th September 2024 Class A: 3 Mth + 4.48%, 1Yr + 8.60%, 3Yr +11.44% pa                13 year track record no quarterly downside losses > 3%;    2 Yr max qtr loss -1.26% Class B: 3 Mth + 5.61%, 1Yr + 11.54% pa; 3Y + 11.93% pa                2 Yr max qtr loss – 0.79%               Leveraged version with greater focus on returns and income 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. Diversification requires non correlated assets to be effective. From an existing portfolio replace a beta 1 Australian equities allocation with Gyrostat class A (3 year beta – 0.16) https://lnkd.in/gUvSeRfE #retirementincome #sequencing

Meeting lower risk retirement investors needs- don’t ignore sequencing risk 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. 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. Diversification requires non correlated assets to be effective. Returns to 31st August 2024 Class A: 2Yr + 7.45%, 3Yr +9.83% pa                13 year track record no quarterly downside losses > 3%;    2 Yr max qtr loss -1.26% Class B: 2Yr + 9.13% pa; 3Y + 10.06% pa                2 Yr max qtr loss – 0.79%               Leveraged version with greater focus on returns and income    #retirementincome #sequencing https://lnkd.in/g_YCWSfq

Meeting lower risk retirement investors needs- don’t ignore sequencing risk 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. 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. Diversification requires non correlated assets to be effective. Returns to 31st July 2024 Class A: 2Yr + 7.46%, 3Yr +9.06% pa                13 year track record no quarterly downside losses > 3%;    2 Yr max qtr loss -1.26% Class B: 2Yr + 9.79% pa; 3Y + 6.72% pa                2 Yr max qtr loss – 0.79%               Leveraged version with greater focus on returns and income   From existing portfolio replace a beta 1 Australian equities allocation with Gyrostat class A to meet lower risk retirement client needs   #retirementincome #sequencing https://lnkd.in/gmXrhMAG

Meeting lower risk retirement investors needs- don’t ignore sequencing risk Gyrostat Risk Managed Equity Fund Classes A & B have downside protection always in place, regular income, with returns in rising and falling markets including 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. Diversification requires non correlated assets to be effective. Returns to 30th June 2024 Class A: 2Yr + 7.78%, 3Yr +9.26% pa                13 year track record no quarterly downside losses > 3%;     2 Yr max qtr loss -1.26% Class B: 2Yr + 11.31% pa; 3Y + 7.32% pa                2 Yr max qtr loss – 0.79%               Leveraged version with greater focus on returns and income #retirementincome #sequencing https://lnkd.in/gmXrhMAG

·        Meet retiree client needs: address sequencing risk market falls with protection costs near historic lows ·        For lower risk retiree portfolio with consistent non correlated returns and income ·        Diversify portfolio, generate returns in rising and falling markets including market crash   https://lnkd.in/gn6Am9kw #retirementincome #sequencingrisk

For retiree investor portfolios seeking lower risk and consistent higher non correlated returns to diversify portfolio. Address sequencing risk market fall scenario whilst the price of protection is near historic lows. Gyrostat Risk Managed Equity Fund Classes A & B have downside protection always in place, regular income, with returns in rising and falling markets including 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. Returns to 31st May 2024 Class A: 1M + 2.37%; 3M +4.55%; 12M +6.79%; 2Yr + 8.25% pa; 3Y +9.10% pa                13 year track record no quarterly downside losses > 3%;    2 Yr max qtr loss -1.26% Class B: 1M + 1.64%; 3M + 2.92%; 12 M + 9.74%; 2Yr + 12.15% pa; 3Y + 7.05% pa                2 Yr max qtr loss – 0.79%               Leveraged version with greater focus on returns and income #retirementincome #sequencing https://lnkd.in/gn6Am9kw