Hyperion Australian Growth Companies Fund no.2 - Managed Fund

Fund Performance Comparison

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 5.05 7.03 20.89 26.52 25.76 20.93 10.67 -
Growth return 5.05 6.48 7.65 11.99 17.07 14.09 6.7 -
Income return 0 0.55 13.24 14.53 8.69 6.84 3.97 -
Market index (S&P/ASX 200 TR AUD)
Total return 1.84 2.37 - 12.47 13.21 11.88 9.5 8.15
As as 30 Nov 2005. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Hyperion Australian Growth Companies Fund no.2
Australian Equities
99.67%
Cash
0.33%
International Equities
0%
Property
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
92.91%
Cash
3.13%
International Equities
0.70%
Property
3.20%
Fixed Interest
0.05%
Alternatives
0.02%

General Information

Fund Details
Type Description
Hyperion Australian Growth Companies Fund no.2 (Wholesale)
Closed
Hyperion Asset Management
WHT0001AU
Equity Australia Large Growth
Not Rated
Investment Fund
19 Sep 1999
$7.75 million (as at 30 Nov 2005)
$2.2166 (as at 16 Dec 2005)
$2.2034 (as at 16 Dec 2005)
Fund Objective
To achieve medium to long term capital growth and income by investing in Australian equities. The benchmark for the product is the S&P/ASX 300 Index.
Fund Strategy
Invests in a broad range of diversified investments over a range of business sectors. Cash deposits will only be made with a bank, cash management trust or corporation authorised to deal in the short-term money market. Although financial derivatives such as futures contracts my be used, it is intended that their principal purpose of use will be for hedging.
Offer information
Type Description
Minimum initial investment $50,000

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART cannot make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

How is your fund performing?

Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^.

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Underperforming
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Our Managed Funds

Returns Since Inception
InvestSMART International Equities 11.39%
Intelligent Investor Equity Growth 9.87%
InvestSMART High Growth 9.27%
Intelligent Investor Equity Income 9.06%
InvestSMART Diversified Property and Infrastructure 8.48%
InvestSMART Growth 8.47%
Intelligent Investor Australian Small Companies Fund 7.27%
InvestSMART Balanced 6.86%
InvestSMART Conservative 5.33%
InvestSMART Hybrid Income 5.27%
InvestSMART Interest Income 3.75%