Hyperion Global Growth Companies Fund (Managed Fund)
We have transitioned unit registry services of the Hyperion Global Growth Companies Fund (Managed Fund).
This may impact you –
Now available as a listed fund –
Overview
Hyperion commenced managing the Hyperion Global Growth Companies strategy in 2014 for certain wholesale investors. We subsequently established the Hyperion Global Growth Companies Fund (Managed Fund) to give individual investors, as well as new institutional clients, access to this strategy.
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.
The fund changed its name from Hyperion Global Growth Companies Fund on 5 February 2021 in order to facilitate quotation of the fund on the ASX.

Objective
Growth of $100,000 invested at 1 June 2014, as at 31 March 2021*.
▬▬ Hyperion Global Growth Companies Fund (Managed Fund)
▬▬ MSCI World Accumulation Index (AUD)
*Investment of $100k since 1 June 2014, as at 31 March 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.
Investors who apply for units directly with the Responsible Entity may pay a different price per unit to an investor who purchases those units on the ASX at the same time, and such differences may have a material impact on the performance of that investment. The above performance reflects the performance of the Fund where units are purchased and redeemed directly with the Responsible Entity only.
The fund changed its name from Hyperion Global Growth Companies Fund on 5 February 2021 in order to facilitate quotation of the fund on the ASX. Please consider the Product Disclosure Statement (PDS) of the Fund, which provides more complete information on the Fund, in its entirety before making an investment decision.
Investors who apply for units directly with the Responsible Entity may pay a different price per unit to an investor who purchases those units on the ASX at the same time, and such differences may have a material impact on the performance of that investment. The above performance reflects the performance of the Fund where units are purchased and redeemed directly with the Responsible Entity only.
The Hyperion Global Growth Companies Fund (Managed 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.
Portfolio Construction
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’s investment portfolio holds companies that we consider to:
PDS
Further details on the Hyperion Global Growth Companies Fund (Managed Fund) can be found in the Product Disclosure Statement (PDS).
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 (Managed Fund)
▬▬ Benchmark - MSCI World Accumulation Index (AUD)
*Inception: 1 June 2014, as at 31 March 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.
Investors who apply for units directly with the Responsible Entity may pay a different price per unit to an investor who purchases those units on the ASX at the same time, and such differences may have a material impact on the performance of that investment. The above performance reflects the performance of the Fund where units are purchased and redeemed directly with the Responsible Entity only.
The fund changed its name from Hyperion Global Growth Companies Fund on 5 February 2021 in order to facilitate quotation of the fund on the ASX. Please consider the Product Disclosure Statement (PDS) of the Fund, which provides more complete information on the Fund, in its entirety before making an investment decision.
For the Hyperion Global Growth Companies Fund (Managed Fund)’s most recent results including its performance for the last month, please download the monthly fund update.
For the quarterly results and other information about the Hyperion Global Growth Companies Fund (Managed Fund), please download our quarterly fund update.
Each financial year, the Directors of the Hyperion Global Growth Companies Fund (Managed Fund) produce an audited financial statement for the Fund.
The Morningstar Sustainability Manager Research report on the Hyperion Global Growth Companies Fund (Managed Fund) can be accessed below.
Awards & Ratings

Zenith - Highly Recommended**
Lonsec - Highly Recommended*
Morningstar - Bronze***