Hyperion Australian Growth Companies M - Managed Fund

Fund Objective

Hyperion is a high conviction growth style manager that specialises in identifying and investing in high-quality Australian and Global equities. Hyperion’s proprietary investment process aims to produce a relatively concentrated portfolio of high-quality companies with predictable long-term earnings streams and superior growth potential.

Fund Strategy

Fund Performance Comparison

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Peers

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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.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	4.64%	-3.72%	-19.99%	-28.2%	-8.76%	-0.62%	-%	-%
Growth return	4.71%	-3.54%	-19.8%	-28.66%	-9.74%	-1.73%	-%	-%
Income return	-0.07%	-0.18%	-0.19%	0.46%	0.98%	1.11%	-%	-%

As at 31 May 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Hyperion Australian Growth Companies M

Australian Equities: 98.14%

Cash: 1.87%

General Information

Fund Details

Type	Description
Fund Name	Hyperion Australian Growth Companies M
Responsible Entity	Hyperion Asset Management Limited
APIR Code	WHT8162AU
Morningstar Rating	(as at 31 May 2026)
Legal Structure	Unknown
Fund Inception	12 May 2023
Fund Size	$1771.29 million (as at 29 May 2026)
Entry Price	$0.9666 (as at 18 Jun 2026)
Exit Price	$0.9608 (as at 18 Jun 2026)
Fund Status	Open

Offer information

Type	Description
MER	0.75% (as at 5 Jun 2026)
Indirect Cost Ratio (ICR)	0% (as at 5 Jun 2026)
Minimum initial investment	$500,000
Minimum additional investments	$50,000
Savings plan comments
Redemption comments

Top 10 holdings (as at 31 Mar 2026)

Holding (as at 31 Mar 2026)	Type	% of Portfolio
BHP Group Ltd		10.14%
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FAQs about the Hyperion Australian Growth Companies M

What is the objective of the Hyperion Australian Growth Companies M managed fund?

The objective of the Hyperion Australian Growth Companies M managed fund is Hyperion is a high conviction growth style manager that specialises in identifying and investing in high-quality Australian and Global equities. Hyperion’s proprietary investment process aims to produce a relatively concentrated portfolio of high-quality companies with predictable long-term earnings streams and superior growth potential.

What is the strategy for the Hyperion Australian Growth Companies M managed fund?

The strategy of the Hyperion Australian Growth Companies M managed fund is Hyperion is a high conviction growth style manager that specialises in identifying and investing in high-quality Australian and Global equities. Hyperion’s proprietary investment process aims to produce a relatively concentrated portfolio of high-quality companies with predictable long-term earnings streams and superior growth potential.

What is the APIR code of the Hyperion Australian Growth Companies M managed fund?

The APIR code of the Hyperion Australian Growth Companies M managed fund is WHT8162AU.

What was Hyperion Australian Growth Companies M’s total return last month?

Hyperion Australian Growth Companies M’s total return last month was 4.64%. This was made up of a growth return of 4.71% and an income return of -0.07%. These returns were calculated as at 31 May 2026.

What was Hyperion Australian Growth Companies M’s total return for the last three months?

Hyperion Australian Growth Companies M’s total return for the last three months was -3.72%. This was made up of a growth return of -3.54% and an income return of -0.18%%. These returns were calculated as at 31 May 2026.

What is Hyperion Australian Growth Companies M’s one-year total return?

Hyperion Australian Growth Companies M’s one-year total return is -28.2%. This was made up of a growth return of -28.66% and an income return of 0.46%. These returns were calculated as at 31 May 2026.

What is Hyperion Australian Growth Companies M’s three-year total return?

Hyperion Australian Growth Companies M’s one-year total return is -0.62%. This was made up of a growth return of -1.73% and an income return of 1.11%. These returns were calculated as at 31 May 2026.

What is the asset allocation of the Hyperion Australian Growth Companies M managed fund?

The asset allocation of the Hyperion Australian Growth Companies M managed fund is :

Australian Equities: 98.14%

Cash: 1.87%

Who is the responsible Entity of the Hyperion Australian Growth Companies M managed fund?

The Responsible Entity for the Hyperion Australian Growth Companies M managed fund is Hyperion Asset Management Limited.

What is the size of the Hyperion Australian Growth Companies M managed fund?

As at 29 May 2026, the size of the Hyperion Australian Growth Companies M managed fund was $1771.29 million.

What is the inception date of the Hyperion Australian Growth Companies M managed fund?

The Hyperion Australian Growth Companies M managed fund has an inception date of 12 May 2023.

What is the current entry price of the Hyperion Australian Growth Companies M managed fund?

The current entry price of the Hyperion Australian Growth Companies M managed fund is $0.9666 per unit and the current exit price is $0.9608 per unit (as at 18 Jun 2026).

What is the current exit price of the Hyperion Australian Growth Companies M managed fund?

The current exit price of the Hyperion Australian Growth Companies M managed fund is $0.9608 per unit and the current entry price is $0.9666 per unit (as at 18 Jun 2026).

What is the minimum investment amount for the Hyperion Australian Growth Companies M managed fund?

The minimum initial investment amount for the Hyperion Australian Growth Companies M managed fund is $500,000. Minimum additional investment is $50000.

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 can 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.

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