Hyperion Global Growth Companies B (WHT8435AU) Report & Performance

What is the Hyperion Global Growth Companies B fund?

Hyperion Global Growth Companies B seeks to achieve medium to long-term capital growth and income by investing in high calibre companies primarily listed on a recognized global exchange, at the time of investment.

  • Hyperion is a fundamental bottom-up growth style manager.
  • To outperform the market by identifying and investing in high quality companies with a sustainable and transparent competitive advantage that can grow sales and earnings at rates higher than the general economy

Growth of $1000 Investment Over Time

Performance Report

Peer Comparison Report

Peer Comparison Report

Latest News & Updates For Hyperion Global Growth Companies B

Hyperion Global Growth Companies B Fund Commentary September 30, 2023

The Global Growth Companies Fund (Managed Fund) returned -5.5% for September, underperforming its benchmark (MSCI World Accumulation Index (AUD)) by 1.5%. Palantir Technologies Inc., Airbnb Inc., and Costco Wholesale Corp. saw the largest share price increases, while Block Inc., Kering SA, and Roku Inc. saw the largest declines over the month.

The global strategy produced mixed returns over the September quarter. The quarter started strong following an encouraging U.S. financial reporting season in July. However, economic uncertainty centering around further interest rate rises in the U.S. dampened returns into September. This shortterm uncertainty and volatility in global bond markets, which we believe is neither fundamental nor entrenched, is a headwind for longer duration assets like those in our global strategy. Short-term volatility often provides a brief opportunity for investors with a long-term mindset.

Hyperion believes the strong underlying fundamental and earnings characteristics of our portfolio holdings will be reflected in market valuations over the long term. As we enter the third-quarter global reporting season in October and November, we are hopeful that underlying results will lead to a rebasing of valuations after the recent rise in bond yields.

Our long-term view remains unchanged that we will revert to a lower growth, lower inflation, and lower interest rate world which is starting to be seen in parts of Asia. A lower growth environment is much more favourable for growth investing. With a strong performance for the year-to-date, we believe the long-term outlook for our portfolio remains attractive, with forecast internal return rates above their long-run averages.

READ HISTORICAL PERFORMANCE COMMENTARIES

Product Snapshot

  • Performance Review
  • Product Overview
  • Peer Comparison
  • Product Details

Performance Review

Fund Name Last Month
? Returns after fees in the most recent (last) month).
3 Months Return
? Returns after fees in the most recent 3 months.
1 Year Return
? Trailing 12 month returns.
3 Years Average Return
? Average Annual returns from the last 3 years.
Since Inc. Average Return
? Average (annualised) returns since inception
1 Year Std. Dev. (Annual)
? The standard deviation (or annual volatility) of the last 12 months.
3 Years Std. Dev. (Annual)
? The average standard deviation (or annual volatility) from the last 3 years.
Since Inc. Std. Dev. (Annual)
? The average standard deviation (or annual volatility) since the fund inception.
1 Year Max Drawdown
? The maximum drawdown in the last 12 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
3 Year Max Drawdown
? The maximum drawdown in the last 36 months - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
Since Inc. Max Drawdown
? The maximum drawdown since inception - a drawdown is a peak-to-trough decline during a specific period for an investment, trading account, or fund.
Hyperion Global Growth Companies B2.92%4.17%32.83%5.51%17.78%17.58%24.26%17.67%-8.68%-44.83%-44.83%

Product Overview

Peer Comparison

Product Details

Product Due Diligence

What is Hyperion Global Growth Companies B

Hyperion Global Growth Companies B is an Managed Funds investment product that is benchmarked against Developed -World Index and sits inside the Foreign Equity - Large Growth Index. Think of a benchmark as a standard where investment performance can be measured. Typically, market indices like the ASX200 and market-segment stock indexes are used for this purpose. The Hyperion Global Growth Companies B has Assets Under Management of 920.36 M with a management fee of 0.7%, a performance fee of 3.81% and a buy/sell spread fee of 0%.

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Historical Performance Commentary

Performance Commentary - August 31, 2023

The Hyperion Global Growth Companies Fund (Managed Fund)* returned 0.7% for August, underperforming its benchmark (MSCI World Accumulation Index (AUD)) by 0.9%. Intuit Inc., Mastercard Incorporated, and Visa Inc. saw the largest positive share price movements, while Block Inc., Palantir Technologies Inc., and Roku Inc. saw the largest share price declines over the month.

The month of August was quieter as the market digested company results and further macroeconomic news. Hyperion was broadly pleased with our portfolio companies’ quarterly results, which were in line with our long-term forecasts.

Economic data continues to show that the economic jolt from the pandemic is subsiding and stability in bond yields is being maintained. Stability is important as it allows confidence to come back into markets. Short-term valuations from higher bond yields look to have rebased and we are now importantly seeing our companies’ underlying fundamentals and earnings be the basis for market valuations. Hyperion still believes that we will revert to a lower growth, lower inflation, and lower interest rate world and in fact we are starting to see that in some parts of Europe and Asia. A lower growth environment is much more favourable for growth investing.

Although we have seen strong performance for the year to date, we believe the long-term return outlook for our portfolio remains attractive, with forecast internal rates of return above their long-run averages.

Performance Commentary - July 31, 2023

Performance Commentary - June 30, 2023

Performance Commentary - May 31, 2023

Performance Commentary - April 30, 2023

Performance Commentary - March 31, 2023

Performance Commentary - February 28, 2023

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