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 30 September 2018.

▬▬ Hyperion Global Growth Companies Fund

▬▬ Benchmark - MSCI World Index (AUD)

- *Investment of $100K since June 2014, as at 30th September 2018. 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

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.

1 & 3 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 30 September 2018.

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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

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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

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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.

  • Netwealth
  • HUB24

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.

 

HGGCF mFunds PDS – minimum $20k initial investment
Financial Services Guide
Hyperion mFunds Redemption information and Net Asset Value update

Awards & Ratings

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