Overview
The Hyperion Small Growth Companies Fund is made up of, what we consider to be, the best Australian small-cap companies with high growth potential.
Objective
Growth of $100,000 invested at September 2002, as at 31 January 2021
▬▬ Hyperion Small Growth Companies Fund
▬▬ Benchmark - S&P/ASX Small Ordinaries Accumulation Index
*Investment of $100K since September 2002, as at 31 January 2021. Returns are net of applicable fees, costs and taxes.
To achieve medium to long-term capital growth and income through investing in high calibre Australian companies primarily listed outside the S&P/ASX 100 Index, 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 small cap growth-oriented companies which pass Hyperion’s rigorous investment process.
Typically the Fund is highly concentrated with roughly 15-30 stocks.
The Fund is dominated by companies that we consider to:
PDS
Further details on the Hyperion Small Growth Companies Fund can be found in the Product Disclosure Statement (PDS).
Make an investment
Currently open to new investors, you can download a printer-friendly application form. 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.
5 & 10 Year Performance*
▬▬ Hyperion Small Growth Companies Fund
▬▬ Benchmark - S&P/ASX Small Ordinaries Accumulation Index
*Managed by Hyperion since September 2002. Past performance is not a reliable indicator of future performance. Data as at 31 January 2021. Returns are net of applicable fees, costs and taxes.
For the Hyperion Small Growth Companies 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 Small Growth Companies Fund, please download our quarterly fund update.
Each financial year, the Directors of the Hyperion Small Growth Companies Fund produce an audited financial statement for the Fund.
Awards & Ratings

Best of the Best 2021
Best Australian Share Fund – Winner (Hyperion Australian Growth Companies Fund)
Morningstar Awards 2020
Australian Domestic Equities – Large Caps Category Winner-

Morningstar Awards 2020
Australian Domestic Equities – Small Caps Finalist-

Morningstar Awards 2020
Australian Fund Manager of the Year - Finalist
Morningstar Awards 2016
Australian Fund Manager of the YearMorningstar Awards 2016
Australian Domestic Equities - Large Caps Category WinnerMorningstar Awards 2016
Australian Domestic Equities – Small Caps Category Winner2013 Fund Manager of the Year
Money Management/Lonsec Fund Manager of the Year2013 Fund Manager of the Year
Money Management | Lonsec - Winner: Australian Equities (Small Cap)2013 Fund Manager of the Year
Money Management | Lonsec - Winner: Australian Equities (Broad Cap)AFR Smart Investor 2012
Winner Best Australian Equities (Small Cap) Fund ManagerAFMA 2010
Winner Best Performing Australian Large Cap Fund ManagerAFMA 2009
Winner Best Performing Australian Botique Fund Manager
Money Management | LONSEC
Winner Australian Equities (Small Cap)
Hyperion Global Growth Companies Fund

Zenith - Highly Recommended**
Lonsec - Highly Recommended*
Morningstar - Bronze***
Hyperion Australian Growth Companies Fund

Zenith - Recommended**

Lonsec - Highly Recommended*
Morningstar - Silver***
Hyperion Small Growth Companies Fund

Zenith - Recommended**

Lonsec - Highly Recommended*
Morningstar - Gold***