Reports and Fund Fact Sheets

At Hyperion, we believe it is important to keep clients up to date with our investment team’s thinking and our funds’ performances. To help with this information flow, we publish:

Monthly Fund Fact Sheets are published for the Hyperion Australian Small Growth Companies Fund and the Hyperion Australian Growth Companies Fund and includes information about the objective of the funds, performance, a commentary from the investment team, including their outlook and the funds’ holdings.

The Satellite Report each month which contains a commentary from the investment team and an overview of the Hyperion Australian Equities Portfolio and Hyperion Small Companies Model Portfolio including the companies held within the portfolio, weightings and performance.

Managed Fund Quarterly Reports which summarise performance, investment activity and asset allocations for the Hyperion Australian Growth Companies Fund, Hyperion Small Growth Companies Fund, Hyperion Overseas Equity Fund and Hyperion Managed Fund.