Hyperion Asset Management | Award Winning Equities Fund Manager

Our values

Research, not marketing driven

Alpha focused

Evidence based/merit based

Business owners/not share traders

Think long term

Collective first

Our track record

Hyperion Global Growth Companies Fund (Managed Fund)*

A$100,000 invested in the Hyperion Global Growth Companies Composite in 2014 would now be worth A$402,504.

Performance

$100,000 $402,504 $227,268

▬▬ MSCI World Accumulation Index (AUD)

▬▬ Hyperion Global Growth Companies Fund (Managed Fund) (Net)

*Investment of $100K since 1 June 2014, as at 31 March 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. 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.

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 Australian Growth Companies Fund*

A$100,000 invested in the Hyperion Australian Growth Companies Fund in 1996 would now be worth A$880,249.

Performance

$100,000 $880,249 $500,897

▬▬ S&P/ASX 300 Accumulation Index

▬▬ Benchmark - S&P/ASX 300 Accumulation Index

*Investment of $100K since September 2002, as at 31 March 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.

Our funds

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 long-term outperformance for our investors.

All funds have a $20,000 minimum investment except for the Hyperion Global Growth Companies Fund (Managed Fund) when bought via the ASX.

Hyperion Global Growth Companies Fund (Managed Fund)

Hyperion Australian Growth Companies Fund

Open

Hyperion Global Growth Companies Fund (Managed Fund)

In an increasingly borderless world, the Hyperion Investment Team applies its proven process to identify and invest in high quality growth companies in the US, Europe, Asia and Australia.

Capital preservation-driven
15-30 of our best global equity investment ideas
Long-term investment horizons matched to your long term goals
Confidence from an experienced investment manager with 20+ years’ experience
We invest alongside you in our funds

Meet our people Learn more about the fund Apply now – Global

Net Performance	Inception p.a.* (%)
Hyperion Global Growth Companies Fund (Managed Fund)*	22.59
MSCI World Accumulation Index (AUD)	13.37
Excess Performance	9.22

*Inception: 1st June 2014, as at 31 March 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.

News & insights

Stay up to date with the latest news and investment insights from the Hyperion team.

Meet our team

The investment team has been successfully implementing its investment philosophy and process since 1996. The implementation of the investment process has been stress tested in numerous difficult economic and market conditions over a period of more than two decades.

Mark Arnold

Lead Portfolio Manager, CIO & Managing Director

“Hyperion’s philosophy of investing in high quality growth businesses over the long term is perfectly aligned with how I think about investment.”

Jason Orthman

Lead Portfolio Manager, Deputy CIO & Executive Committee Deputy Chair

“Investing is an intellectual challenge that includes unpacking different companies, business models and trends. There’s a thrill in finding new opportunities that create value over time.”

Get to know our people