Gyrostat Absolute Return Income Equity Class (Class A)
Consumer's investment objective
Capital Growth
Not in target market
Capital Preservation
In target market
Capital Guaranteed
Not in target market
Income Distribution
In target market
Consumer's intended product use
Solution/Standalone - a large allocation (75-100% of portfolio)
Not in target market
Major Allocation - (50-75% of portfolio)
Potentially in target market
Core Component - a medium allocation (25-50% of portfolio)
Potentially in target market
Minor Allocation - (10-25% of portfolio)
Potentially in target market
Satellite - a small allocation (<10% of portfolio)
In target market
Consumer's investment timeframe
Short (<= 2 years)
Not in target market
Medium (>2 years)
Potentially in target market
Long (>8 years)
In target market
Consumer's Risk (ability to bear loss) and Return Profile
Low - can tolerate up to 1 period of underperformance over 20 years
Not in target market
Medium - can tolerate up to 4 periods of underperformance over 20 years
In target market
High - can tolerate up to 6 periods of underperformance over 20 years
Potentially in target market
Very High - can tolerate over 6 periods of underperformance over 20 years
Potentially in target market
Extremely High - the investor seeks extremely high risk, speculative or complex products
Potentially in target market
Consumer's need to withdraw money
Daily
Not in target market
Weekly
Not in target market
Quarterly
In target market
Greater than a year
Potentially in target market
At issuer's discretion
Potentially in target market
Gyrostat Leveraged Absolute Return Income Equity Class (Class B)
Consumer's investment objective
Capital Growth
Not in target market
Capital Preservation
In target market
Capital Guaranteed
Not in target market
Income Distribution
In target market
Consumer's intended product use
Solution/Standalone - a large allocation (75-100% of portfolio)
Not in target market
Major Allocation - (50-75% of portfolio)
Potentially in target market
Core Component - a medium allocation (25-50% of portfolio)
Potentially in target market
Minor Allocation - (10-25% of portfolio)
Potentially in target market
Satellite - a small allocation (<10% of portfolio)
In target market
Consumer's investment timeframe
Short (<= 2 years)
Not in target market
Medium (>2 years)
Potentially in target market
Long (>8 years)
In target market
Consumer's Risk (ability to bear loss) and Return Profile
Low - can tolerate up to 1 period of underperformance over 20 years
Not in target market
Medium - can tolerate up to 4 periods of underperformance over 20 years
In target market
High - can tolerate up to 6 periods of underperformance over 20 years
In target market
Very High - can tolerate over 6 periods of underperformance over 20 years
Potentially in target market
Extremely High - the investor seeks extremely high risk, speculative or complex products
Potentially in target market
Consumer's need to withdraw money
Daily
Not in target market
Weekly
Not in target market
Quarterly
In target market
Greater than a year
Potentially in target market
At issuer's discretion
Potentially in target market