Hyperion Small Growth Companies Fund

This fund is currently closed to new clients. Please see the Hyperion Global Growth Companies Fund. Existing unit holders may continue to invest in both funds.

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 May 2018

▬▬ Hyperion Small Growth Companies Fund

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

*Investment of $100K since September 2002, as at 31st May 2018. 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

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 May 2018. Returns are net of applicable fees, costs and taxes.

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.

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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.

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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.

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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.