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Sustainably grow clients’ capital over the long term

By ‘sustainably’, we mean that we only invest in businesses that we believe have high quality attributes, including strong and resilient value propositions, competitive advantages which we consider can be maintained beyond the short term, innovative cultures and large addressable markets. These elements, together with our proprietary portfolio management system that sets stock weights based on risk adjusted long-term forecast returns, aim to help grow clients’ capital over the long term.

While environmental sustainability is one of a number of relevant considerations that forms part of the investment analysis which we undertake, this is not the context in which we use the term “sustainably” here.

Learn how we have achieved above benchmark returns over the long term.

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Who we are

We empower
individuals seeking future financial success

Hyperion Asset Management exists to sustainably grow clients’ capital over the long term. We aim to achieve this by investing in businesses that we believe have superior and sustainable economics. We have the mindset of long-term business owners, not short-term traders, with the long-term growth of those businesses core to our philosophy. Due to this, our products are likely to be appropriate for a consumer for use as a minor (up to 25%) allocation, who is seeking capital growth and has a very high risk and return profile for that portion of their investment portfolio. The products are likely to be consistent with the financial situation and needs of a consumer with a five-year investment timeframe and who is unlikely to need to withdraw their money on less than one week’s notice.

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2024

Morningstar Fund Manager of the Year.

2021

Morningstar and Money Management Fund Manager of the Year.

$14+B

*Over $14 billion funds under management. *As at 31 March 2024

15-30

Typically 15 to 30 stocks in a portfolio.

1996

Established in 1996.
Why choose Hyperion?

We exist to sustainably grow clients’ capital over the long term

We seek to construct and manage share portfolios to grow clients’ capital over the long term by investing in businesses that take an economically sustainable approach. Our core belief is that portfolios managed in a disciplined manner in accordance with Hyperion’s investment process and philosophy will produce attractive investment returns over the long term.

Read more about Our Mission
Our Values and Beliefs

We are Hardworking and Research Driven , not Marketing Driven

Our Decision-Making Framework is Evidence, Merit and First Principles-Based

We Think Long Term; Share Price Declines do not Drive our Behaviour or Decision Making

We are Alpha Focused

We see Ourselves as Business Owners, not Share Traders

We are Generalists who Place the Collective First

We believe that persistence pays

Long-term capital growth is a core part of our investment philosophy as we see risk as permanent loss of capital, not short-term market price volatility.

*Investment of $100k since 1 June 2014, as at 31 March 2024. These are historical investment returns. Returns are net of applicable fees and costs. Performance is calculated on the basis that any distributions are reinvested.

Disclaimer: Past performance is not a reliable indicator of future performance.

Investors who apply for units directly with the Responsible Entity may pay a different price per unit than an investor who purchases those units on the ASX at the same time, and such differences may have a material impact on the performance of that investment. The above performance reflects the performance of the Fund where units are purchased and redeemed directly with the Responsible Entity only.

The Fund changed its name from Hyperion Global Growth Companies Fund on 5 February 2021 in order to facilitate quotation of the Fund on the ASX. Please consider the Product Disclosure Statement (PDS) of the Fund, which provides more complete information on the Fund, in its entirety before making an investment decision.

▬▬ Hyperion Global Growth Companies Fund (Managed Fund)

▬▬ MSCI World Accumulation Index (AUD)

Source: Hyperion, MSCI

Our funds

Your investment opportunities

At Hyperion, we offer a choice of three funds to align with a range of investment goals.
Each portfolio has one common objective – to deliver economically sustainable, long-term outperformance for our investors.

Hyperion Global Growth Companies PIE Fund

Investment NZ$20,000

No distributions

Individual investors, advisers and institutional investors

New Zealand domiciled

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Hyperion Global Growth Companies Fund (Managed Fund)

Invests in what we believe are high calibre companies listed on recognised global stock exchanges

Aims to achieve a return exceeding the MSCI World Accumulation Index (AUD) over 5+ years

Seeks long-term capital growth

Typically only 15-30 stocks in the portfolio

Open to existing and new investors

Minimum initial investment of $20,000 when investing via the unit registry (unlisted) or no minimum when investing via the ASX (ticker HYGG)

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Hyperion Australian Growth Companies Fund

Invests in what we believe are high calibre Australian companies primarily listed within the S&P/ASX 300 Index, at the time of investment

Aims to achieve a return exceeding the S&P/ASX 300 Accumulation index over 5+ years

Seeks long-term capital growth

Typically only 15-30 stocks in the portfolio

Minimum initial investment of $20,000

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Hyperion Small Growth Companies Fund

Invests in what we believe are high calibre Australian small-cap companies listed outside the top 100 on the ASX, at the time of initial investment

Aims to achieve a return exceeding the S&P/ASX Small Ordinaries Accumulation index over 5+ years

Seeks long-term capital growth

Typically only 15-30 stocks in the portfolio

Minimum initial investment of $20,000

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Hyperion Asset Management’s domestic and global company profiles are now available for viewing

View our domestic company profiles
View our global company profiles
News & insights

Updates from the investment team

Read more of our investment insights

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Awards and recognition
Morning Star Awards 2021
The Australian Fund Manager Awards - Winner - Best Australian Small Companies Manager
Lonsec 2022 Active Equity Fund Winner Logo disclosure
Money Management 2021 Fund Manager of the Year
Morning Star Awards 2021

Hyperion neither provided nor was given compensation in relation to the above-mentioned awards, however, Hyperion pays licensing fees in order to be able to display these awards’ logos.
Morningstar Awards 2024 (c). Morningstar, Inc. All Rights Reserved. Awarded to Hyperion Asset Management for Overall Fund Manager of the Year and Hyperion Small Growth Companies for Fund Manager of the Year, Domestic Equities – Small Cap Category, Australia. Hyperion Australian Growth Companies nominated for Fund Manager of the Year, Domestic Equities – Large Cap Category and Hyperion Global Growth Companies nominated for Fund Manager of the Year, Global Equities Category, Australia.
Morningstar Awards 2021 (c). Morningstar, Inc. All Rights Reserved. Awarded to Hyperion Asset Management for Overall Fund Manager of the Year; Fund Manager of the Year, Domestic Equities – Large Cap and Domestic Equities – Small Cap Categories. Nominated for Fund Manager of the Year, Global Equities Category, Australia.

© 2021FE Money Management. all rights reserved. the information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision. Ratings are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

This webpage is prepared by Hyperion Asset Management Limited ABN 80 080 135 897 AFSL 238 380 (‘Hyperion’) as the investment manager of the Funds. Hyperion believes the information contained in this website is reliable, however no warranty is given as to its accuracy and persons relying on this information do so at their own risk. Any opinions or forecasts reflect the judgment and assumptions of Hyperion and its representatives based on information at the date of publication and may later change without notice. Any projections contained in this website are estimates only and may not be realised in the future. Returns from investments may fluctuate and past performance is for illustrative purposes only and is not a reliable indicator of future performance. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. This information is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any person relying on this information should obtain professional advice before doing so. To the extent permitted by law, Hyperion disclaims all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arise directly or indirectly in respect of such information contained in this website. Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this website is prohibited without obtaining prior written permission from Hyperion. This disclaimer extends to any entity that may distribute this information. No distribution of this material will be made in any jurisdiction where such distribution is not authorised or is unlawful.