Hyperion Asset Management Limited

Manager Overview

Hyperion Asset Management is a boutique Australian equities fund manager. They aim to deliver investment out-performance for their clients across a full equity market cycle. They are a high conviction growth style manager that specialises in identifying and investing in high-quality Australian and Global equities. Hyperion's proprietary investment process produces a relatively concentrated portfolio of high-quality companies with predictable earnings and superior growth potential.

Manager's responsible investing approach

Hyperion has always given consideration to long-term economic and environmental sustainability when constructing its portfolios. Its investing style favours low carbon-intensive businesses. Hyperion has been a signatory to the United Nations supported Principles for Responsible Investment (PRI) since February 2009 and has been an official supporter of the Task Force on Climate-Related Financial Disclosures (TCFD) since November 2019. It has aligned its climate-related reporting to the TCFD recommendations. This includes calculation and disclosure of carbon emissions, a company plan to reduce carbon footprint, and identify climate-related risks and opportunities. Hyperion considers the impact on the natural environment for both its own business operations and the business operations of the companies it holds in its portfolios.

General Details	Exclusions														Inclusions																	UN Goals
Fund Name	Tobacco	Alcohol	Weapons	Fossil fuels	Human rights abuses	Labour rights violations	Environmental damage	Animal testing	Treatment of livestock	Tax avoidance	Gambling	Genetic engineering/GMO	Nuclear power	Adult entertainment	Renewable energy	Climate change solutions	Water management	Circular economy	Sustainable agriculture	Green property	Biodiversity conservation	Healthy rivers & oceans	Reforestation	Gender diversity	Indigenous business	Health & medical products	Social infrastructure	Education	Income & financial inclusion	Sustainable transport	Vocational training	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals	UN Sustainable Development Goals
Hyperion Australian Growth Companies FundHyperion Australian Growth Companies Fund	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	A-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort
Hyperion Global Growth Companies Fund (Class B)Hyperion Global Growth Companies Fund (Class B)	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	A-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort
Hyperion Small Growth Companies FundHyperion Small Growth Companies Fund	A-Sort C-Sort	C-Sort C-Sort	A-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	C-Sort C-Sort	A-Sort	A-Sort	A-Sort	C-Sort	A-Sort	C-Sort	A-Sort	C-Sort	C-Sort	A-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	C-Sort	A-Sort	C-Sort

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Funds

Hyperion Small Growth Companies Fund

Strategy Summary

The Hyperion Small Growth Companies Fund seeks to achieve medium to long-term capital growth and income through investing Australian companies listed outside the S&P/ASX 100 and aims to achieve a total return after expenses that exceed the S&P/ASX Small Ordinaries Accumulation Index over a five year horizon. It is highly concentrated, containing typically 15-30 stocks, with low turnover.

Key Terms

Status:	Open	Inception Date:	Jan 1995
Strategy:	Equity Long	Style:	Growth
Geography:	Australia	Domicile:	Australia
Investors:	Wholesale & Retail	Min. Investment:	AU$20000
Mgmt. Fee:	1.25%	Perf. Fee:	15%

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