Gyrostat Capital Management

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

Risk management - range of outcomes, history of 'unexpected' events - "you can't be prepared after the fact" https://lnkd.in/gtkFuY_U #retirement

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 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 https://lnkd.in/gKUB8M3v https://lnkd.in/gV3bf-5q #retirement

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 March 2024   Class A: 2Yr + 11.55% pa; 2 Yr max qtr loss -1.26%                13 year track record no quarterly downside losses > 3% Class B: 2Yr + 17.12% pa; 2 Yr max qtr loss – 0.79%               Leveraged version with greater focus on returns Corporate presentation: https://lnkd.in/g3NXpQRz

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 March 2024 Class A: 2Yr + 11.55% pa; 2 Yr max qtr loss -1.26%                13 year track record no quarterly downside losses > 3% Class B: 2Yr + 17.12% pa; 2 Yr max qtr loss – 0.79%               Leveraged version with greater focus on returns https://lnkd.in/ggJRjNrv

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 29th February 2024 Class A: 2Yr + 10.47% pa; 2 Yr max qtr loss -1.26%                13 year track record no quarterly downside losses > 3% Class B: 2Yr + 16.54% pa; 2 Yr max qtr loss – 0.79%               Leveraged version with greater focus on returns https://lnkd.in/gWeYRBas https://lnkd.in/gnvE-ytF Past performance is not a reliable indicator of future performance.