Gyrostat Risk Managed Equity B

CIS3754AU

Gyrostat Risk Managed Equity B CIS3754AU Strategy

The objectives of the Fund are: Returns: 6% -8% in trending markets, greater than 8% in changing markets, short term bond returns in stable markets Income: Minimum cash rate BBSW 90 + 3% from dividends and franking credits paid semi annually Protection: No quarterly Net Asset Value draw-downs exceeding 3%
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

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Listed Investment Companies monthly performance: September 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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KiwiSaver Survey | September Quarter 2025

KiwiSaver rises to almost NZD 135 billion.
funds

Listed Investment Companies monthly performance: August 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

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