Hyperion Small Growth Companies Fund

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 July 2019

▬▬ Hyperion Small Growth Companies Fund

▬▬ Benchmark - S&P/ASX Small Ordinaries Accumulation Index

*Investment of $100K since September 2002, as at 31 July 2019. 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:

  • 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 Small 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 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.

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 July 2019. Returns are net of applicable fees, costs and taxes.

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Monthly Fund Update

For the Hyperion Small 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 Small 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 Small Growth Companies Fund produce an audited financial statement for the Fund.

Download PDF

Awards & Ratings

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