Hyperion Global Growth Companies PIE Fund

The Hyperion Investment Funds (‘Scheme’) is a managed investment scheme. The Scheme has on offer one single sector investment fund, Hyperion Global Growth Companies PIE Fund (‘Fund’), which provides investors with exposure to international equities.

The Fund is actively managed and invests in growth-oriented companies primarily listed on a recognised global exchange, at the time of investment.

Read More about Hyperion
Investment Manager

Hyperion Asset Management Limited

Investment Policy and Objectives
The investment objective of the Fund is to achieve long-term returns above the MSCI World Net Total Return Index in NZ dollars, and minimise the risk of permanent capital loss.
Investment Strategy The Fund invests in growth-oriented companies primarily listed on a recognised global exchange, at the time of investment.

Typically, the Fund is highly concentrated with 15-30 stocks that in Investment Manager’s view:

  • are high-quality business franchises with sustainable competitive advantages
  • have above average long-term growth potential
  • have low levels of gearing
  • have predictable long-term earnings streams
Benchmark MSCI World Net Total Return Index in NZ dollars.

How to invest

  • To invest via your financial adviser – The Hyperion Global Growth Companies PIE Fund is available on the FNZ and MMC platforms. Speak with your financial adviser about gaining access.