The Hyperion Global Growth Companies Strategy was established in 2014 for wholesale investors. Based on the strong performance record of the strategy, we have now opened the Hyperion Global Growth Companies Fund to individual investors as well as new institutional clients.
The Fund’s portfolio is the result of over 10 years of research into global businesses. As with all Hyperion’s investments, the Fund is committed to delivering long term returns for our clients.
Growth of $100,000 invested at June 2014, as at 29 February 2020.
▬▬ Hyperion Global Growth Companies Fund
▬▬ Benchmark - MSCI World Index (AUD)
- *Investment of $100K since June 2014, as at 29 February 2020. Returns are net of applicable fees, costs and taxes.
The Hyperion Global Growth Companies Fund seeks to achieve medium to long-term capital growth and income by investing in high calibre companies primarily listed on a recognised global exchange, 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 only 15-30 stocks.
The Fund is dominated by companies that we consider to:
Make an investment
Currently open to new investors, you can apply online or download a printer-friendly application form. In either case, 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.
3 & 5 year performance*
▬▬ Hyperion Global Growth Companies Fund (Class B)
▬▬ Benchmark - MSCI World Index (AUD)
- *Inception: 1 June 2014. Past performance is not a reliable indicator of future performance. Returns are net of applicable fees, costs and taxes. Data as at 31 January 2020.
Each financial year, the Directors of the Hyperion Global Growth Companies Fund produce an audited financial statement for the Fund.
Platforms & mFund
Financial advisers can access the Hyperion Global Growth Companies Fund via the following platforms.
- Aegis Platform (ASB)
- BT Panorama
- BT Wrap
- FNZ Platform
- Macquarie Wrap
- MLC Navigator
- MLC Wrap
- Premium Choice
- Xplore Wealth
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.
Awards & Ratings
Morningstar Awards 2020Australian Domestic Equities – Large Caps Category Winner
Morningstar Awards 2020Australian Domestic Equities – Small Caps Finalist
Morningstar Awards 2020Australian Fund Manager of the Finalist
Morningstar Awards 2016Australian Fund Manager of the Year
Morningstar Awards 2016Australian Domestic Equities - Large Caps Category Winner
Morningstar Awards 2016Australian Domestic Equities – Small Caps Category Winner
2013 Fund Manager of the YearMoney Management/Lonsec Fund Manager of the Year
2013 Fund Manager of the YearMoney Management | Lonsec - Winner: Australian Equities (Small Cap)
2013 Fund Manager of the YearMoney Management | Lonsec - Winner: Australian Equities (Broad Cap)
Zenith Recommended RatingHyperion Global Growth Companies Fund
AFR Smart Investor 2012Winner Best Australian Equities (Small Cap) Fund Manager
AFMA 2010Winner Best Performing Australian Large Cap Fund Manager
Winner Best Performing Australian Botique Fund Manager
Money Management | LONSEC
Winner Australian Equities (Small Cap)
Hyperion Global Growth Companies Fund
Zenith - Recommended***
Lonsec - Highly Recommended**