The Hyperion Investment Funds (‘Scheme’) is a managed investment scheme. The Scheme has on offer two single sector investment funds, one of which is the 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.
| 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:
|
| Benchmark | MSCI World Net Total Return Index in NZ dollars. |
