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Look to protect and grow your capital sustainably.

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 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.

 

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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.

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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 30 April 2022. 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.

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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 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 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 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

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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

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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.

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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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2021 Awards and recognition