The Hyperion Global Growth Companies Fund (Managed Fund) (ASX: HYGG) is an ASX-quoted managed fund which provides investors with access to Hyperion Asset Management’s flagship Hyperion Global Growth Companies Fund.
The Hyperion Global Growth Companies Fund seeks to achieve long-term investment returns by investing in high quality companies primarily listed on recognised global exchanges.
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.
Hyperion Asset Management’s strategy uses rigorous and in-depth quantitative and qualitative analysis to establish a unique portfolio. The Fund invests in a concentrated portfolio of 15-30 high quality, growth-orientated companies which the investment team consider structural leaders.
These companies have above-average long-term growth potential, low levels of gearing and predictable long-term earnings streams.
Investors can invest in the Fund by either applying for units directly with the Responsible Entity using an application form or by purchasing units directly on the ASX.
Similarly, investors can withdraw from the Fund by making a withdrawal request with the Responsible Entity or by selling the units on the ASX.
Management fees are 0.70% on the net asset value of the Fund.
Performance fees are 20% of the difference in the Fund’s return (net of management fees) relative to its benchmark return multiplied by the net asset value of the fund.
Exchange traded managed funds, sometimes called active ETFs, are managed funds that are traded on the ASX and can be bought and sold like a stock during the trading day.
These funds are managed by a portfolio manager, who actively manages the underlying securities within the fund.
Mark has been a key executive with Hyperion since its inception in 1996 and has been a Lead Portfolio Manager across all Hyperion's portfolios since 1998.
He has played an integral role in the design of Hyperion's investment process and is responsible for the investment returns Hyperion has achieved over the past two decades.
Mark has spent 30 years in the industry researching listed companies.
Jason joined Hyperion in 2008. He is a Lead Portfolio Manager across all of Hyperion's portfolios.
He is responsible for the rigorous research and analysis of equities underlying the team's investment decisions.
Jason has been a key contributor to Hyperion's alpha-driven success.
The Australian Financial Review has published its list of top performing Australian equity fund managers for 2020. Hyperion Asset Management has been listed as one of the top 10 funds in 2020, alongside Prime Value Asset Management, First Sentier Investors, Bennelong Funds Management, Katana Asset Management, Sterling Equity, PM Capital, Chester Asset Management, Ausbil Investment Management, and Platypus Asset Management. This data was prepared by Chanticleer by research house Morningstar.
Hyperion Global Growth Companies Fund
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
Best of the Best Awards 2021 - Best Australian Share Fund 2021 Winner - Hyperion Australian Growth Companies Fund
About Hyperion Asset Management
Hyperion Asset Management has a 25 year track record of delivering long-term outperformance to clients through investing in high quality equities. We currently manage more than $10 billion for institutional and high net worth clients.
Our primary objective is to protect and grow your capital investment over the long-term through our philosophy of investing in the highest quality businesses. Our portfolios tend to perform best in low growth and/or decelerating economic environments. We expect our portfolios to produce double digit organic sales and EPS growth over the next ten years compared with the key stock markets that are dominated by old world businesses that will likely be stuck in a very low single digit growth range.
All funds are issued by Pinnacle Fund Services Limited “Pinnacle” (ABN 29 082 494 362 AFSL 238 371). Pinnacle is not licensed to provide financial product advice. Hyperion Asset Management Limited “Hyperion” (ABN 80 080 135 897 AFSL 238 380), is the investment manager of the Fund.
Any opinions or forecasts reflect the judgment and assumptions of Hyperion and its representatives on the basis of information at the date of publication and may later change without notice. Any projections contained in this document are estimates only and may not be realised in the future. Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this communication is prohibited without obtaining prior written permission from Hyperion. Past performance is for illustrative purposes only and is not indicative of future performance.
The Product Disclosure Statement (‘PDS’) of the Fund(s) is available at https://www.hyperion.com.au/. Any potential investor should consider the relevant PDS before deciding whether to acquire, or continue to hold units in, a fund. The information in this communication has been prepared without taking account of any person’s objectives, financial situation or needs and is not intended as a recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. A financial adviser should be consulted before making any investment decision. This communication may contain the trade names or trademarks of various third parties, and if so, any such use is solely for illustrative purposes only. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with, endorsement by, or association of any kind between them and Hyperion. Pinnacle and Hyperion believe the information contained in this communication is reliable, no warranty is given as to its accuracy, reliability or completeness and persons relying on this information do so at their own risk. Subject to any liability which cannot be excluded under the relevant laws, Hyperion and Pinnacle disclaims all liability to any person relying on the information contained in this communication in respect of any loss or damage (including consequential loss or damage), however caused, which may be suffered or arise directly or indirectly in respect of such information. This disclaimer extends to any entity that may distribute this communication.