Gyrostat Risk Managed Equity B - Managed Fund

Fund Objective

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%

Fund Strategy

Fund Performance Comparison

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Peers

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

% p.a.

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	1.45%	1.78%	5.92%	12.18%	10.49%	10.34%	-%	-%
Growth return	-2.97%	-1.81%	-0.69%	-10.49%	-10.61%	-9.14%	-%	-%
Income return	4.42%	3.59%	6.61%	22.67%	21.1%	19.48%	-%	-%
Market index (RBA Bank accepted Bills 90 Days)
Total return	0.31%	0.92%	1.82%	3.77%	4.09%	4.08%	2.82%	2.12%

As at 31 Jan 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

Average Allocation of Peers

Alternatives: 18.70%

Australian Equities: 4.76%

International Equities: 3.24%

Cash: 55.22%

Property & Infrastructure: 2%

Fixed Interest: 16.09%

General Information

Fund Details

Type	Description
Fund Name	Gyrostat Risk Managed Equity B
APIR Code	CIS3754AU
Sector/Asset Class	Miscellaneous
Morningstar Rating	Not Rated
Legal Structure	Investment Fund
Fund Inception	13 Apr 2021
Fund Size	$0 million (as at 31 Dec 2025)
Entry Price	$0.5426 (as at 10 Feb 2026)
Exit Price	$0.541 (as at 10 Feb 2026)
Fund Status	Open

Offer information

Type	Description
MER	1.93% (as at 20 Jan 2024)
Minimum initial investment	$5,000.00
Minimum additional investments	$5,000.00

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FAQs about the Gyrostat Risk Managed Equity B

What is the objective of the Gyrostat Risk Managed Equity B managed fund?

The objective of the Gyrostat Risk Managed Equity B managed fund is 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%

What is the strategy for the Gyrostat Risk Managed Equity B managed fund?

The strategy of the Gyrostat Risk Managed Equity B managed fund is 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%

What is the APIR code of the Gyrostat Risk Managed Equity B managed fund?

The APIR code of the Gyrostat Risk Managed Equity B managed fund is CIS3754AU.

What was Gyrostat Risk Managed Equity B’s total return last month?

Gyrostat Risk Managed Equity B’s total return last month was 1.45%. This was made up of a growth return of -2.97% and an income return of 4.42%. These returns were calculated as at 31 Jan 2026.

What was Gyrostat Risk Managed Equity B’s total return for the last three months?

Gyrostat Risk Managed Equity B’s total return for the last three months was 1.78%. This was made up of a growth return of -1.81% and an income return of 3.59%%. These returns were calculated as at 31 Jan 2026.

What is Gyrostat Risk Managed Equity B’s one-year total return?

Gyrostat Risk Managed Equity B’s one-year total return is 12.18%. This was made up of a growth return of -10.49% and an income return of 22.67%. These returns were calculated as at 31 Jan 2026.

What is Gyrostat Risk Managed Equity B’s three-year total return?

Gyrostat Risk Managed Equity B’s one-year total return is 10.34%. This was made up of a growth return of -9.14% and an income return of 19.48%. These returns were calculated as at 31 Jan 2026.

What is the asset allocation of the Gyrostat Risk Managed Equity B managed fund?

The asset allocation of the Gyrostat Risk Managed Equity B managed fund is :

Alternatives: 100%

Australian Equities: 0%

International Equities: 0%

Cash: 0%

Property & Infrastructure: 0%

Fixed Interest: 0%

What sector/asset class does the Gyrostat Risk Managed Equity B managed fund belong to?

The Gyrostat Risk Managed Equity B managed fund belongs to the Miscellaneous sector/asset class.

What is the size of the Gyrostat Risk Managed Equity B managed fund?

As at 31 Dec 2025, the size of the Gyrostat Risk Managed Equity B managed fund was $0 million.

What is the inception date of the Gyrostat Risk Managed Equity B managed fund?

The Gyrostat Risk Managed Equity B managed fund has an inception date of 13 Apr 2021.

What is the current entry price of the Gyrostat Risk Managed Equity B managed fund?

The current entry price of the Gyrostat Risk Managed Equity B managed fund is $0.5426 per unit and the current exit price is $0.541 per unit (as at 10 Feb 2026).

What is the current exit price of the Gyrostat Risk Managed Equity B managed fund?

The current exit price of the Gyrostat Risk Managed Equity B managed fund is $0.541 per unit and the current entry price is $0.5426 per unit (as at 10 Feb 2026).

What is the minimum investment amount for the Gyrostat Risk Managed Equity B managed fund?

The minimum initial investment amount for the Gyrostat Risk Managed Equity B managed fund is $5,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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