Managed Funds
Small Companies
Hyperion Small Growth Companies Fund
Overview
The Hyperion Small Growth Companies Fund invests in growth
style companies not in the ASX 100 Index which pass Hyperion's
rigorous investment process. The fund is dominated by companies:
- That own high quality business franchises;
- With above average
growth potential;
- With low levels of gearing;
- With predictable
medium to long-term earnings streams.
The fund is highly concentrated,
typically 18-25 stocks, with low turnover.
Investment objective
To achieve medium to long-term capital growth and income by
investing in Australian companies listed outside the S&P/ASX
100.
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
S&P/ASX Small Ordinaries Accumulation Index
Asset Allocation
Australian Equities: 80-100%
Fixed Interest and Cash: 0 - 20%
Cash Target: 5%
Fees & Charges
Entry fee – Nil
Exit fee – Nil
Management expense ratio – 1.70%
Buy/Sell Spread – 0.60% (0.30% in/0.30% out)
Product Disclosure Statements
| |
- Hyperion Overseas Equity Fund
- Hyperion Managed Fund |
| |
- Hyperion Australian Growth
Companies Fund
- Hyperion Small Growth Companies Fund |
How to invest
Wholesale investors may invest via the
Hyperion Australian Equity Solutions Product Disclosure Statement.
Hyperion’s wholesale managed funds require a minimum
initial investment of $50,000.
Retail investors
Retail investors
can access the Hyperion Small Growth Companies Fund via
the following platforms:
- Macquarie Wrap
- BT Wrap
- ASGARD Ewrap
- NETWEALTH
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.
