In the current environment, the Hyperion’s portfolios are well positioned to capitalise on the opportunities that have presented themselves. The portfolio managers, while aware of the risks surrounding the portfolio, believe that the low levels of gearing, high predictability and sustainable profitability within the companies held in the portfolios will allow the companies to weather the current environment well. We expect those companies to gain market share as their competitors struggle. The investment team remains confident that any downgrades announced during the upcoming reporting season will be minimal and of a short term nature.

The portfolios are at their most attractive point since 2003 offering an estimated 5 year total return of around 25% per annum.