Awards & ratings

Awards

Our greatest motivation comes from delivering out-performance to our clients but in the pursuit of that we are honoured to be acknowledged with a handful of industry awards.

Morningstar Awards 2016

Australian Fund Manager of the Year

Morningstar Awards 2016

Australian Domestic Equities – Large Caps Category Winner

Morningstar Awards 2016

Australian Domestic Equities – Small Caps Category Winner

2013 Fund Manager of the Year

Money Management/Lonsec Fund Manager of the Year

2013 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 Manager

AFMA 2010

Winner Best Performing Australian Large Cap Fund Manager

AFMA 2009

Winner Best Performing Australian Boutique Fund Manager

Money Management | LONSEC

Winner Australian Equities (Small Cap)

Ratings

Hyperion Global Growth Companies Fund

Hyperion Australian Growth Companies Fund

Zenith – Recommended***

Morningstar – Silver**

Hyperion Small Growth Companies Fund

Zenith – Recommended

Morningstar – Silver

Ratings Disclaimers

* The Lonsec Ratings (assigned as follows: Hyperion Australian Growth Companies Fund – August 2017; Hyperion Small Growth Companies Fund – February 2017) 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: http://www.beyond.lonsec.com.au/intelligence/lonsec-ratings

**© 2017 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 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 (Australian products) or Investment Statement (New Zealand products) 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. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 (“ASXO”). The Morningstar Analyst Rating™ for the Hyperion Australian Growth Companies Fund and the Hyperion Small Growth Companies Fund assigned in September 2017 is ‘Silver’.

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

***The Zenith Investment Partners (“Zenith”) ABN 60 322 047 314 rating (HAGCF June 2017, HSGCF February 2017) 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 http://www.zenithpartners.com.au/RegulatoryGuidelines

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