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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 – 

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Now available as a listed fund –

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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 30 June 2021*.

▬▬ Hyperion Global Growth Companies Fund (Managed Fund)

▬▬ MSCI World Accumulation Index (AUD)

*Investment of $100k since 1 June 2014, as at 30 June 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.

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:

  • 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 (Managed 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.

$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 30 June 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. All p.a. returns are annualised.

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.

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Monthly Fund Update

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.

Download PDF

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Annual Report

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

Download PDF

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Sustainability Report

The Morningstar Sustainability Manager Research report on the Hyperion Global Growth Companies Fund (Managed Fund) can be accessed below.

Download PDF

Awards & Ratings

Disclaimer and disclosure
All website content in respect of the Hyperion Global Growth Companies Fund (Managed Fund) (ARSN 611 084 229) (the Fund) is issued by Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238 371 (“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. PFSL is not licensed to provide financial product advice.
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. The Hyperion Global Growth Companies Fund changed its name to Hyperion Global Growth Companies Fund (Managed Fund) on 5 February 2021.
© 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.
© 2021 FE Money Management. all rights reserved. the information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision.
***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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