Webinar and Q&A: Revisiting a low growth, low interest rate, low inflation world post COVID-19

Watch On-Demand Now

Hyperion Australian
Growth Companies Fund

Are you an existing unitholder?

We have transitioned unit registry services of the Hyperion Australian Growth Companies Fund. This may impact you, click here.

Achieve medium to long-term capital growth and returns

This is achieved by investing in proven, high quality Australian companies listed on the ASX

Quick and easy online application

Sign up online today and have your
account created immediately.

Existing Unitholders
We have transitioned unit registry services of the Hyperion Australian Growth Companies Fund. This may impact you:
Fund overview

We empower
individuals with their future financial success

The Hyperion Australian Growth Companies Fund seeks to achieve long-term capital growth and returns by investing in proven, high quality Australian companies listed on the ASX. We aim to achieve a total return exceeding the S&P/ASX 300 Accumulation Index over a five-year horizon.

Our objective

Seeking long-term investment returns by investing in high calibre Australian companies

Hyperion Australian Growth Companies Fund seeks to achieve long-term capital growth by investing in high calibre Australian companies primarily listed within the S&P/ASX 300 Index, at the time of investment.

*Investment of $100K since September 2002, as at 30 September 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.

Growth of $100,000 invested at September 2002, as at 30 September 2021*

▬▬ Hyperion Australian Growth Companies Fund

▬▬ S&P/ASX 300 Accumulation Index

Our strategy

Why should I invest in this Fund?

Our strategy uses rigorous and in-depth quantitative and qualitative analysis to establish a unique portfolio. The Fund invests in growth-oriented companies which pass Hyperion’s rigorous investment process.

Typically the Fund is highly concentrated with roughly 15-30 stocks.

Please consider the Product Disclosure Statement (PDS) of the Fund, which provides more complete information on risks and fees, in its entirety and Target Market Determination before making an investment decision.

The Fund’s investment portfolio holds companies that we consider to:
Own high quality business franchises
Have above average growth potential
Have low levels of gearing
Have predictable medium to long-term earnings streams

Make an investment

Currently open to new investors, you can download a printer-friendly application form. You will need to print the completed form, sign and return to us via post. Why do we need your physical signature? Visit our FAQ page to learn more.

$20,000 minimum investment.

Product Disclosure Statement (PDS)

Further details on the Hyperion Australian Growth Companies Fund can be found in the Product Disclosure Statement (PDS) and Target Market Determination (TMD).

Measured Performance

5 & 10 Year Performance*

Hyperion Australian Growth Companies Fund seeks to achieve long-term capital growth by investing in high calibre Australian companies primarily listed within the S&P/ASX 300 Index, at the time of investment.

*Inception: September 2002, as at 30 September 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. All p.a. returns are annualised.

Disclaimer: Past performance is not a reliable indicator of future performance.

▬▬ Hyperion Australian Growth Companies Fund

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

Reports and updates

Providing you with clarity

View our latest monthly update, annual and mFund report.

Monthly Fund Update

For the Hyperion Australian Growth Companies Fund’s most recent results including its performance for the last month, please download the monthly fund update.

Annual report

Each financial year, the Directors of the Hyperion Australian Growth Companies Fund produce an audited financial statement for the Fund.

mFund report

For the Hyperion Australian Growth Companies Fund’s most recent monthly redemptions, please download the mFund report.

Platforms

Financial advisers can access the Hyperion Australian Growth Companies Fund via the following platforms.

AMG Super

ASGARD

Ausmaq

AMP North

AMP PortfolioCare

BT Panorama

BT Wrap

CFS – First Wrap

FNZ Group

HUB24

IOOF Pursuit

IOOF Wrap

Macquarie Wrap

Mason Stevens

MLC Wrap & MLC Navigator

MMC Wealth Administration

Netwealth

Powerwrap

Wealth02

Xplore Wealth

Our awards & ratings

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.

Get started

Empowering you with financial freedom.

Investing in us, means investing in you. Start your investment journey with us today.

Disclaimer and disclosure

All website content in respect of the Hyperion Australian Growth Companies Fund (ARSN 089 548 443) (the Fund) is issued by Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238 371 (“PFSL”) as responsible entity of the Fund and is prepared by Hyperion Asset Management Limited (ABN 80 080 135 897) (AFSL 238380) (“ Hyperion”) as the investment manager of the Trust. PFSL is not licensed to provide financial product advice.

The information provided in this website is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Fund, you should consider the current product disclosure statement (PDS) and Target Market Determination (TMD) of the Fund and the Fund’s other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au/, and assess whether the Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser.

Neither PFSL nor Hyperion guarantees repayment of capital or any particular rate of return from the Fund. Neither PFSL nor Hyperion gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this website. All opinions and estimates included in this website constitute judgments of Hyperion as at the date of website creation and are subject to change without notice. Past performance is not a reliable indicator of future performance.

Award 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.

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 being nominated in the Global Equities category.

Morningstar Awards 2020 (c). Morningstar, Inc. All Rights Reserved. Awarded to Hyperion Australian Growth Companies Fund for Winner, Domestic Equities Large Cap, Australia.

Morningstar Awards 2020 (c). Morningstar, Inc. All Rights Reserved. Hyperion Small Growth Companies Fund nominated for Finalist, Domestic Equities Small Cap, 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.

© 2020 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 https://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. The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision.

** The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (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 document 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 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 http://www.zenithpartners.com.au/RegulatoryGuidelines