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Hyperion ASX 300 Australian Equities Portfolio

About this Fund

Fund Detail

PDS
FUND MANAGER Hyperion Asset Management
ASX Code
APIR HYP001
ASSET CLASS AUSTRALIAN EQUITIES
INVESTMENT STYLE

The Portfolio invests in proven, high quality Australian companies listed on the ASX.
INVESTMENT PROFILE

The Portfolio seeks to achieve medium to long-term capital growth and a total return exceeding the Benchmark over a five-year horizon.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 01-09-2002
BENCHMARK S&P/ASX 300 Accumulation Index
FUND SIZE S&P/ASX 300 Accumulation Index
DISTRIBUTION FREQUENCY Quarterly
NO. OF HOLDINGS
FEES See platform provider
STRUCTURE

Benefits

Benefits

Benefits of investing in the Hyperion ASX 300 Australian Equities Portfolio

  • Risk Management: Diversified investment risk through a diversified portfolio of equity investments.
  • Quality portfolio: High conviction portfolio of quality listed equities from a research driven, bottom-up investment philosophy.
  • Experienced management team: Professional, disciplined management of an investment portfolio by Hyperion's experienced funds management team.

 

 

Risk level

Aggressive

Investor suitability

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.
RISK LEVEL
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

About the Portfolio 

 

The Hyperion ASX 300 Australian Equities Portfolio is a Seprately Managed Account (SMA) that is only available via investment platforms. There is no PDS for this product but we have included the PDS of the Fund it mirrors to provide more background detail and context

The Hyperion ASX300 Australian Equities Portfolio aims to mirror the  Hyperion Australian Growth Companies Fund which seeks to achieve medium to long-term capital growth and income by investing primarily in high calibre Australian companies listed within the S&P/ASX 300 Index, at the time of investment.    

Our strategy uses rigorous and in-depth quantitative and qualitative analysis to establish a unique portfolio. The Portfolio invests in growth-oriented companies which pass Hyperion's rigorous investment process.

Typically the Portfolio is highly concentrated with roughly 15-30 stocks.

 

Our Philosophy

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:

 

 

  • Predictable earnings
  • Low debt
  • High interest cover
  • Sustainable competitive advantages
  • High return on capital
  • Strong free cash flow
  • Organic growth options
  • Experienced and proven management teams

 

 

Mandate

How we invest your money

Investment strategy

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.

Portfolio allocation

  • Australian equities: 80%-100%
  • Cash equivalent: 0%-20%
  • Cash target: 5%

The Portfolio 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 Portfolio may also make investment indirectly, for example by investing in other managed funds where these are aligned with the Portfolio's investment strategy.