Hyperion Australian Growth Companies Fund

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 31 August 2020

▬▬ Hyperion Australian Growth Companies Fund

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

*Investment of $100K since September 2002, as at 31 August 2020. 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

View Additional Information to the PDS

Make an investment

Further details 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.

Complete application form online

Download an application form

Download an additional investment form

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 31 August 2020

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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

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

Awards & Ratings

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 45 003 278 831 AFSL 235 150 (“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.
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) 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.
Ratings Disclaimers
* The Lonsec Ratings (assigned as follows: Hyperion Australian Growth Companies Fund – October 2018; Hyperion Small Growth Companies Fund – February 2019; Hyperion Global Growth Companies Fund – Class B – February 2019) presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421445. The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial products. Past performance information is for illustrative purposes only and is not indicative of future performance. They are not a recommendation to purchase, sell or hold Hyperion Asset Management products, and you should seek independent financial advice before investing in these products. The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant documents following publication. Lonsec receives a fee from the Fund Manager for researching the products using comprehensive and objective criteria.
For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings
© 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 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 Zenith Investment Partners (“Zenith”) ABN 60 322 047 314 rating (HAGCF June 2018, HSGCF February 2019, HGGCF November 2018) referred to in this document is limited to “General Advice” (as defined by the 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. 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. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at http://www.zenithpartners.com.au/RegulatoryGuidelines
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