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  5. Hyperion Global Growth Companies C - Managed fund profile

Hyperion Global Growth Companies C - Managed Fund

Fund Objective
The option aims to achieve long-term returns above the MSCI World Index over rolling five year periods (before fees and taxes) and minimise the risk of permanent capital loss.
Fund Strategy
The strategy invests primarily in growth-oriented companies listed on recognised global exchanges. Typically, the strategy is highly concentrated with 15-30 stocks. Hyperion's investment process uses rigorous and in-depth quantitative and qualitative analysis to establish a unique portfolio. Fundamental analysis is central to the research effort, with a particular focus afforded to company-specific and qualitative industry factors.

Fund Performance Comparison

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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 -1.7% 1.55% 6.24% 40.72% 31.12% 31.21% 14.78% -%
Growth return -1.7% 1.55% 6.24% 40.72% 31.12% 31.21% 14.78% -%
Income return 0% 0% 0% 0% 0% 0% 0% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Hyperion Global Growth Companies C
International Equities
98.72%
Cash
1.28%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.50%
Cash
1.75%
Australian Equities
1.45%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
Hyperion Global Growth Companies C
Pinnacle Fund Services Limited
WHT8557AU
Equity World Large Growth
starstarstarstar (as at 31 Aug 2025)
Investment Fund
6 May 2020
$99.19 million (as at 31 Jul 2025)
$2.6823 (as at 12 Sep 2025)
$2.6663 (as at 12 Sep 2025)
Open
Offer information
Type Description
MER 0.56% (as at 8 Jun 2024)
Indirect Cost Ratio (ICR) 0.54% (as at 30 Jun 2024)
Performance fee (not included in ICR) Not Available
Minimum initial investment $10,000,000
Minimum additional investments $1,000.00

Top 10 holdings (as at 30 Jun 2025)

Holding (as at 30 Jun 2025) Type % of Portfolio
Tesla Inc Equity 12%
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FAQs about the Hyperion Global Growth Companies C

The objective of the Hyperion Global Growth Companies C managed fund is The option aims to achieve long-term returns above the MSCI World Index over rolling five year periods (before fees and taxes) and minimise the risk of permanent capital loss.

The strategy of the Hyperion Global Growth Companies C managed fund is The strategy invests primarily in growth-oriented companies listed on recognised global exchanges. Typically, the strategy is highly concentrated with 15-30 stocks. Hyperion's investment process uses rigorous and in-depth quantitative and qualitative analysis to establish a unique portfolio. Fundamental analysis is central to the research effort, with a particular focus afforded to company-specific and qualitative industry factors.

The APIR code of the Hyperion Global Growth Companies C managed fund is WHT8557AU.

Hyperion Global Growth Companies C’s total return last month was -1.7%. This was made up of a growth return of -1.7% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Hyperion Global Growth Companies C’s total return for the last three months was 1.55%. This was made up of a growth return of 1.55% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Hyperion Global Growth Companies C’s one-year total return is 40.72%. This was made up of a growth return of 40.72% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Hyperion Global Growth Companies C’s one-year total return is 31.21%. This was made up of a growth return of 31.21% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Hyperion Global Growth Companies C managed fund is :

International Equities
98.72%
Cash
1.28%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Hyperion Global Growth Companies C managed fund is Pinnacle Fund Services Limited.

The Hyperion Global Growth Companies C managed fund belongs to the Equity World Large Growth sector/asset class.

As at 31 Jul 2025, the size of the Hyperion Global Growth Companies C managed fund was $99.19 million.

The Hyperion Global Growth Companies C managed fund has an inception date of 6 May 2020.

The current entry price of the Hyperion Global Growth Companies C managed fund is $2.6823 per unit and the current exit price is $2.6663 per unit (as at 12 Sep 2025).

The current exit price of the Hyperion Global Growth Companies C managed fund is $2.6663 per unit and the current entry price is $2.6823 per unit (as at 12 Sep 2025).

The minimum initial investment amount for the Hyperion Global Growth Companies C managed fund is $10,000,000. Minimum additional investment is $1000.

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.