Hyperion Small Growth Companies Fund
About this Fund
|FUND MANAGER||Hyperion Asset Management|
|ASSET CLASS||AUSTRALIAN EQUITIES|
|INVESTMENT STYLE||The Fund invests in high calibre Australian companies primarily listed outside the S&P/ASX 100 Index, at the time of investment.|
|INVESTMENT PROFILE||The Fund aims to achieve medium to long-term capital growth and income.|
|BENCHMARK||S&P/ASX Small Ordinaries Accumulation Index|
|FUND SIZE||S&P/ASX Small Ordinaries Accumulation Index|
|NO. OF HOLDINGS||15-30|
|FEES||1.25% p.a. on the gross asset value of the Fund|
Benefits of investing in the Hyperion Small Growth Companies Fund
For Investors who are willing to take more risk in search of greater returns. Aggressive investors are comfortable with volatility and with the greater possibility of negative returns and aim to invest over a long period.
About the 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 highest proven quality businesses with the strongest competitive advantages and organic growth opportunities produce superior shareholder returns over the long-term.
Long term capital preservation is paramount.
We believe companies in our portfolio have:
How we invest your money
Hyperion is a high conviction growth style manager that specialises in identifying and investing in quality Australian and global equities. Hyperion's proprietary investment process aims to produce a relatively concentrated portfolio of high-quality companies with predictable earnings and superior growth potential.
Hyperion's competitive advantage is summarised in three points: Process; People; Product.
The Fund is not permitted to own more than 15% of any one company (measured by share capital).
Individual stock weightings are not permitted to exceed 13% of the total value of the portfolio.
In addition to holding direct assets, the Fund may also make investment indirectly, for example by investing in other managed funds where these are aligned with the Fund's investment strategy.