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Award & ratings

Our awards

Industry recognised performance

Our greatest motivation comes from delivering out-performance to our clients but in the pursuit of that we are honoured to be acknowledged with a handful of industry awards.

Hyperion Asset Management has been awarded:
  • Lonsec’s Fund Manager of the Year Awards 2022 – Active Equity Fund of the Year – Winner (Hyperion Australian Growth Companies Fund)
Hyperion Asset Management has been awarded:
  • Money Management’s Fund Manager of the Year Awards – 2021 Fund Manager of the Year – Winner – 2021
Hyperion Asset Management has been awarded:
  • Money Management’s Fund Manager of the Year Awards – Australian Large Cap Equities- Winner – 2021
Hyperion Asset Management has been awarded:
  • Money Management’s Fund Manager of the Year Awards – Australian Small/Mid Cap Equities- Winner – 2021
Hyperion Asset Management has been awarded:
  • Money Management’s Fund Manager of the Year Awards – Global Equities – Highly Commended – 2021
Hyperion Asset Management has been awarded:
  • Overall Fund Manager of the Year in Australia
  • Fund Manager of the Year, Domestic Equities – Large Cap
  • Fund Manager of the Year, Domestic Equities – Small Cap
Hyperion Asset Management was nominated:
  • Fund Manager of the Year, Global Equities
Best of the Best Awards 2021
  • Best Australian Share Fund – Winner
    (Hyperion Australian Growth Companies Fund)
Hyperion Asset Management has been awarded:
  • Fund Manager of the Year, Domestic Equities – Large Caps
Hyperion Asset Management was nominated:
  • Overall Fund Manager of the Year in Australia
  • Fund Manager of the Year, Domestic Equities – Small Caps
AFMA 2018
Best Australian Based Global Equity Manager

The Australian Fund Manager Awards took place on Thursday 18th October 2018 at the Ivy Ballroom in Sydney. The event recognised the wonderful work of those in the Fund Management Industry and also contributed significantly to the two charities supported on the night being the Sydney Children’s Hospital and Odyssey House NSW.

Hyperion managed to take home the Best Australian Based Global Equity Manager for the Hyperion Global Growth Companies Fund (Managed Fund) against a highly competitive field.

Hyperion Asset Management has been awarded:
  • Overall Fund Manager of the Year in Australia
  • Fund Manager of the Year, Domestic Equities – Large Caps
  • Fund Manager of the Year, Domestic Equities – Small Caps
Our ratings

Industry recognised performance

Rated by Australia’s top research houses.

Hyperion Global
Growth Companies Fund (Managed Fund)

Lonsec – Highly Recommended*

Zenith – Highly Recommended**

Morningstar Analyst Rating ™ – Bronze as of 08/04/2021***

Hyperion Global
Growth Companies Fund (Managed Fund) (ASX:HYGG)

 

Lonsec – Highly Recommended*

Hyperion Australian Growth Companies Fund

Lonsec – Highly Recommended*

Zenith – Recommended**

Morningstar Analyst Rating ™ – Silver as of 03/09/2021 ***

Hyperion Small Growth Companies Fund

Lonsec – Highly Recommended*

Zenith – Recommended**

Morningstar Analyst Rating ™ – Gold as of 03/09/2021 ***

Awards Disclaimers

© 2021 FE 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.

© 2021 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.

Morningstar Awards 2021 (c). Morningstar, Inc. All Rights Reserved. Hyperion Asset Management has been Awarded the Overall Fund Manager of the Year in Australia. Awarded in both the categories Domestic Equities – Large Cap and Domestic Equities – Small Cap as well as nominated for the Global Equities category.

Morningstar Awards 2020©. Morningstar, Inc. All Rights Reserved. Awarded to Hyperion Asset Management for Winner, Domestic Equities Large Cap, Australia. Hyperion Asset Management nominated for Finalist, Domestic Equities Small Cap category and Overall Fund Manager of the Year, Australia.

Morningstar Awards 2016 (c). Morningstar, Inc. All Rights Reserved. Awarded to Hyperion Asset Management for Overall Fund Manager of the Year, Awarded Domestic Equities – Large Caps Category Winner and Domestic Equities – Small Caps Category Winner, Australia.

Ratings Disclaimers

*The rating issued <09/2021> <Hyperion Australian Growth Companies Fund>, <09/2021> <Hyperion Small Growth Companies Fund>, <03/2021> <Hyperion Global Growth Companies Fund (Managed Fund)>, <05/2021> <Hyperion Global Growth Companies Fund (Managed Fund) (ASX:HYGG)> 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. © 2021 Lonsec. All rights reserved. The fund changed its name from Hyperion Global Growth Companies Fund – Class B to Hyperion Global Growth Companies Fund (Managed Fund) on 5 February 2021 in order to facilitate quotation of the fund on the ASX.

**The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (assigned (Hyperion Australian Growth Companies Fund – June 2021), (Hyperion Small Growth Companies Fund – February 2021), (Hyperion Global Growth Companies Fund (Managed Fund) – November 2020) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines

***The Morningstar Analyst Rating ™ for Hyperion Global Growth Companies Fund (Class B) is Bronze as of 08/04/2021, Hyperion Australian Growth Companies Fund is Silver as of 03/09/2021 and Hyperion Small Growth Companies Fund is Gold as of 03/09/2021. The Hyperion Global Growth Companies Fund – Class B changed its name to Hyperion Global Growth Companies Fund (Managed Fund) on 5 February 2021 to facilitate quotation of the fund on the ASX.

© 2021 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser.

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