Managed Funds
Global Equities
Hyperion Overseas Equity Fund
Overview
The Hyperion Overseas Equity Fund invests in a portfolio of international equities managed by other international equity managers. These external managers
go through a rigorous selection process to ensure that their
investment philosophies and processes are in line with Hyperion’s
own. The fund is typically invested in underlying funds
which have an exposure to 40-60 stocks.
Investment objective
To achieve medium to long-term capital growth and income by
investing in international equities.
Risk profile
Aggressive – For investors who are willing to take more
risk in search of greater returns. Aggressive investors are
comfortable with volatility and with the possibility of negative
returns and aim to invest over a long period.
Suggested minimum investment period
5 Years
Benchmark
MSCI World Index ex Australia in Australian dollars.
Asset Allocation
International Equities: 80 - 100%
Individual Trust Holdings: 0 - 100%
Fixed Interest and Cash: 0 - 20%
Minimum number of stocks in Fund 0
Maximum number of stocks in Fund 60
Fees & Charges
Entry fee – Nil
Exit fee – Nil
Management expense ratio – 1.12%
Buy/Sell Spread – 1.00% (0.50% in /0.50% 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.
