Look to protect and grow your capital sustainably.
Learn how we have achieved above benchmark returns over the long-term.
Who we are
We empower
individuals seeking future financial success
Hyperion Asset Management exists to help our clients protect and grow their capital over the long term. We have the mindset of long-term business owners, not short-term traders, with the long-term sustainability of those businesses core to our philosophy.
2021
Morningstar and Money Magazine Fund Manager of the Year.
$11+ B
Over $11 billion funds under management.
15-30
Typically 15 to 30 stocks in a portfolio.
1996
Established in 1996.
Why choose Hyperion?
We exist to help our clients protect and grow their capital over the long term
We seek to construct and manage share portfolios that are designed to protect our clients’ capital first and then grow that capital over the long term. We call this “protect and grow” and it is fundamental to how we analyse businesses and construct portfolios.
Our values
Research, not marketing driven
Evidence based/merit based
Business owners/not share traders
Alpha focused
Think long term
Collective first
We believe that persistence pays
Long term capital preservation 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 August 2021. 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 to 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)
Sustainability
Tracking our journey
to carbon neutral
Our portfolio’s carbon emission scores are consistently and significantly lower than their respective benchmarks and are typically less than a tenth of the benchmark’s carbon intensity.
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 sustainable, long-term outperformance for our investors.
Hyperion Global Growth Companies Fund (Managed Fund)
Invests in 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)
Hyperion Australian Growth Companies Fund
Invests in 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 and income
Typically only 15-30 stocks in the portfolio
Minimum initial investment of $20,000
Hyperion Small Growth Companies Fund
Invests in 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 and income
Typically only 15-30 stocks in the portfolio
Minimum initial investment of $20,000
Money Magazine
Best Australian Share Fund for 2021 Winner
This award not only recognises our work this year, but it recognises our ongoing commitment to protecting and growing our clients’ capital in both strong and weak economic environments over the long-term.
