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Hyperion Global Growth Companies Fund

NOW ACCEPTING APPLICATIONS
FROM RETAIL INVESTORS

This year Hyperion celebrates its 20th year of managing high quality equity portfolios on behalf of our clients and our commitment to delivering strong long-term performance for our investors continues unabated. To this end, we are excited to announce that the highly anticipated Hyperion Global Growth Companies Fund ('Fund') is now open to direct applications. 

The Fund was established in May 2014 for wholesale investors and was initially seeded by the investment team of Hyperion, following over 10 years of research into global businesses. The Fund's portfolio is run by the same experienced investment team under the same philosophy and process as our successful Australian equity portfolios.

The global strategy now has a strong two and half year performance record which has reaffirmed to us that our bottom up approach to quality investing can be translated over domiciles, as our definition of quality growth businesses and our high conviction approach is consistent. To understand what high quality means for global equities in a low growth environment, watch Tim Samway explain.

The Fund invests exclusively in the highest quality businesses from developed countries, taking advantage of a wider universe of high quality businesses with larger addressable markets, aiming to produce attractive long-term returns for our clients.


Investment Objective

The Hyperion Global Growth Companies Fund seeks to achieve medium to long-term capital growth and income by investing in high calibre companies primarily listed on a recognised global exchange, at the time of investment. The Fund aims to achieve a total return after expenses that exceeds the MSCI World Accumulation Index (AUD) over a five year horizon. The Fund is highly concentrated, typically containing between 15-35 stocks, with low turnover.

The Fund invests in growth- oriented companies which pass Hyperion’s rigorous investment process. The Fund is dominated by companies:

  • That own high quality business franchises;
  • With above average growth potential;
  • With low levels of gearing;
  • With predictable medium to long-term earnings streams.

Investment Strategy

At the heart of the Hyperion Global Growth Companies Fund is our rigorous proprietary investment process which combines meticulous quantitative analysis with in-depth qualitative research. We have a passion for buying the highest quality businesses with strong growth prospects and identifiable competitive advantages at an attractive price based on a long-term horizon.

Our rigorous research process creates high-conviction, benchmark insensitive portfolios with excellent after-tax efficiency. Any investments that do not pass our stringent requirements are not held; we regularly review our portfolio holdings and rebalance as necessary to maintain quality standards.

We exploit other market participants' focus on short-term market sentiment and performance benchmarks; we think and act more like smart business owners than stock pickers. We believe, and our results have shown, that well-managed companies with solid fundamentals produce the best long-term returns for our clients.


Investment Risks

This Fund is appropriate for investors who are willing to take more risk in search of greater returns. Aggressive investors are comfortable with volatility and with the possibility of negative returns and aim to invest over a long period. Risk is managed on an absolute basis by investing in quality companies. Mutual fund investing involves risk, including the possible loss of principal invested.

Download the Product Disclosure Statement to invest.

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