Hyperion Small Growth Companies Fund

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.

Disclaimer and disclosure

All website content in respect of the Hyperion Small Growth Companies Fund (ARSN 089 548 943) (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.

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.

Award Disclaimers

Morningstar Awards 2021 (c). Morningstar, Inc. All Rights Reserved. Hyperion Asset Management has been Awarded the Overall Fund Manager of the Year in Australia. Awarded in Domestic Equities – Small Cap.

Morningstar Awards 2020©. Morningstar, Inc. All Rights Reserved.  Hyperion Asset Management nominated for Finalist, Domestic Equities Small Cap category and Overall Fund Manager of the Year, Australia.

Morningstar Awards 2016 (c). Morningstar, Inc. All Rights Reserved. Awarded to Hyperion Asset Management for Overall Fund Manager of the Year, Awarded Domestic Equities – Domestic Equities – Small Caps Category Winner, Australia.

Ratings Disclaimers

* The Lonsec Ratings (assigned as follows: Hyperion Australian Growth Companies Fund – July 2020; Hyperion Small Growth Companies Fund – July 2020, Hyperion Global Growth Companies Fund – Class B – February 2020) 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. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: https://www.lonsec.com.au/investment-product-ratings/

© 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 https://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. The Morningstar Rating is an assessment of a fund’s past performance – based on both return and risk – which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision.

*** The Zenith Investment Partners (“Zenith”) ABN 60 322 047 314 rating (HAGCF June 2020, HSGCF February 2020, HGGCF November 2020) 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  https://www.zenithpartners.com.au/regulatory-guidelines-funds-research. Past performance is for illustrative purposes only and is not indicative of future performance.