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Fund-vs-fund · International Equities

Hyperion Global Growth Companies PIE Fund vs Smart Europe ETF

Both are International Equities funds available to NZ retail investors. Numbers below are sourced from the FMA Disclose register via Sorted Smart Investor and reflect the latest published quarterly fund updates.

Metric Hyperion Smartshares Lower / higher is
Annual fund charge 4.38% 0.55% Lower is better
Risk indicator (1–7) 6 5 Higher = more volatility
5-year return p.a. 13.00% Higher is better
(past not future)
Fund size NZ$177m NZ$143m Larger = more stable, lower close-risk
Growth / income split 98% / 2% 98% / 2% More growth = higher long-run return + volatility

What each fund says it does

Hyperion

Hyperion Global Growth Companies PIE Fund

The Fund invests primarily in growth-oriented companies primarily listed on a recognised global exchange, at the time of initial investment, and will also have some exposure to cash.
Full Hyperion Hyperion Global Growth Companies PIE Fund profile →

Smartshares

Smart Europe ETF

The Smart Europe ETF is designed to track the return (before tax, fees and other expenses) of the FTSE Developed Europe All Cap Index. The Index is comprised of large, mid and small cap companies located in European countries.
Full Smartshares Smart Europe ETF profile →
Important: This comparison is general information only — not personalised financial advice. Past performance is not a reliable indicator of future returns. The right fund for you depends on your personal circumstances. Read each fund's Product Disclosure Statement and consider speaking to a licensed financial adviser.