Managed Funds
Diversified Funds
Hyperion Managed Fund
Overview
The Hyperion Managed Fund is a balanced portfolio
diversified across the major asset classes. The fund gains
exposure to these asset classes by investing into Hyperion’s
underlying funds, namely the:
- Hyperion Australian Growth Companies Fund
- Hyperion Small Growth Companies Fund
- Hyperion Overseas Equity Fund
and also invests in:
- Credit Suisse Asset Management Property Fund
- DDH Graham Preferred Income Fund
The fund invests predominantly in growth
assets such as Listed Property and Australian equities (60-80%)
and aims to provide investors with a regular income stream.
Investment objective
To achieve medium to long-term capital growth and income by
investing in a mix of shares, bonds, cash and listed property
spread across Australian and overseas investments.
Risk profile
Growth – For investors who are prepared to take more
risk in exchange for potentially higher returns on their investments
over the longer term. Growth investors are comfortable with
volatility and with the possibility of negative returns.
Suggested minimum
investment period
5 Years
Benchmark
InTech Moderate Survey
Asset Allocation
Australian Equities: 25 - 60%
International Equities: 0 - 30%
Listed Property: 0 – 30%
Australian Fixed Interest: 5 - 30%
International Fixed Interest: 0 - 20%
Cash: 0 – 25%
Fees & Charges
Entry fee – Nil
Exit fee – Nil
Management expense ratio – 1.74%
Buy/Sell Spread – 0.60% (0.30% in /0.30% out)
Product Disclosure Statements
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- Hyperion Overseas Equity Fund
- Hyperion Managed Fund
|
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- Hyperion Australian Growth
Companies Fund
- Hyperion Small Growth Companies Fund |
How to invest
Wholesale investors may invest via the
Hyperion Wholesale Managed Funds Product Disclosure Statement.
Hyperion’s wholesale managed funds require a minimum
initial investment of $50,000.
The information on this page
was prepared by Hyperion Asset Management, ABN 80 180 135
897 AFSL 238 380, for wholesale investors. The information
is not intended as a securities recommendation or statement
of opinion intended to influence a person or persons in making
a decision in relation to investment. This document does not
take account of any person’s objectives, financial situation
or needs and before acting, an investor should consider the
appropriateness of the investment having regard to their objectives,
financial situation and needs. This document is provided to
the recipient only and must not be copied or passed on to
any other person without the consent of Hyperion Asset Management.
Past performance is not an indicator or guarantee of future
performance. Investment performance is presented gross of
investment management fees and other expenses, including custody.
Hyperion Asset Management believes the information contained
in this communication is reliable, however, no warranty is
given as to its accuracy and persons relying on this information
do so at their own risk.
