Hyperion Australian Growth Companies Fund

This fund is currently soft closed to new clients. Please see the Hyperion Global Growth Companies Fund. Existing unit holders may continue to invest in both funds.

Overview

The Hyperion Australian Growth Companies Fund seeks to achieve medium to 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.

Objective

Growth of $100,000 invested at September 2002, as at 30 June 2018

▬▬ Hyperion Australian Growth Companies Fund

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

*Investment of $100K since September 2002, as at 30th June 2018. Returns are net of applicable fees, costs and taxes.

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

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

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.

The Fund is dominated by 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

PDS

Further details on the Hyperion Australian Growth Companies Fund can be found in the Product Disclosure Statement.

View the Product Disclosure Statement

Make an investment

This fund is currently soft closed to new clients. Please see the Hyperion Global Growth Companies Fund.

5 & 10 Year Performance*

▬▬ Hyperion Australian Growth Companies Fund

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

*Managed by Hyperion since September 2002. Past performance is not a reliable indicator of future performance. Returns are net of applicable fees, costs and taxes. Data as at 30 June 2018

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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.

Download PDF Archive

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Quarterly Update

For the quarterly results and other information about the Hyperion Australian Growth Companies Fund, please download our quarterly fund update.

Download PDF Archive

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Annual Report

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

Download PDF

Platforms & mFund

Platforms

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

  • AMG Universal Super
  • ASGARD
  • Avanteos Ausmaq
  • AMP North
  • BT Wrap
  • CFS – First Wrap
  • HUB24
  • Macquarie Wrap
  • Netwealth
  • Oasis
  • Powerwrap

mFund

mFund is an initiative by the ASX, allowing people to buy and sell units in unlisted managed funds online, or in person, through their stockbroker or via a financial adviser who uses a stockbroking service on their behalf, in a similar way to how they transact shares and other ASX traded products.

Advisers and Investors can access information about mFund through the mFund website.

 

HAGCF mFunds PDS – minimum $100k initial investment
Financial Services Guide
Hyperion mFunds Redemption information and Net Asset Value update

Awards & Ratings

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