Hyperion Global Growth Companies Fund

Overview

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.

Objective

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:

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 Global Growth Companies Fund can be found in the Product Disclosure Statement (PDS).

View the Product Disclosure Statement

View the Additional Information to the 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.

Complete application form online Download an application form

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.

Monthly Fund Update

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

Download PDF Archive

Quarterly Update

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

Download PDF Archive

Annual Report

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

Download PDF

Platforms & mFund

Platforms

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

- Aegis Platform (ASB)
- Asgard
- Ausmaq
- BT Panorama
- BT Wrap
- DPM
- FNZ Platform
- Hub24
- Macquarie Wrap
- MLC Navigator
- MLC Wrap
- Netwealth
- Praemium
- Premium Choice
- uXchange
- Xplore Wealth

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.