Annual fund charge
4.38%
vs peer avg 0.95%
Risk indicator
6/7
1 = lower risk · 7 = higher risk
5-year return p.a.
Less than 5 years of data
peer avg 6.03%
Fund size
NZ$176.8m
98% growth · 2% income
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.
Key facts
Fund start date
2 March 2022
Min. investment
NZ$20,000
Tax structure
PIE
Capped at your PIR (max 28%)
Top 10 holdings
As at the latest published quarterly fund update.
| Holding | % of fund |
|---|---|
| Tesla Inc | 12.48% |
| Alphabet Inc Cap Stk Cl A | 11.06% |
| Meta Platforms Inc | 10.19% |
| Amazon Com Inc | 9.83% |
| Arm Holdings American Depositary Shares | 7.52% |
| Nvidia Corp | 6.68% |
| Asml Holding Nv Eur 0.09 Ny Reg 2012 Post Depository Receipt | 6.15% |
| Block Inc | 5.12% |
| Microsoft Corp | 4.79% |
| Palantir Technologies Inc | 4.40% |
Documents
Every dated PDS, quarterly fund update and full-portfolio holdings file. Linked from the FMA Disclose register via Sorted Smart Investor.
- HYPERION GLOBAL GROWTH COMPANIES PIE FUND (FND37463) Full portfolio holdings 31 March 2026.xlsx Download the full portfolio holdings. XLSX, 0.93 KB
- 20260401 Hyperion Investment Funds PDS.pdf How this investment works, including about the provider, risks, costs and potential returns PDF, 380.20 KB
- 20260331 Hyperion Global Growth Companies PIE QFU.pdf The quarterly update published by the provider PDF, 458.90 KB
- 20260401 Hyperion Investment Funds OMI.pdf Other Material Information document PDF, 446.18 KB
- 20260401 Hyperion Investment Funds SIPO.pdf Statement of investment policy and objectives PDF, 333.92 KB
About this category
Funds investing in shares listed outside Australasia. Includes broad global trackers, regional funds, ESG-focused strategies, and theme funds covering automation, healthcare, water and other sectors.
About Hyperion
Australian active manager focused on high-quality global growth companies. NZ PIE wrapper issued by FundRock NZ.
Parent: FundRock NZ (issuer)
See all funds from Hyperion →Head-to-head
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Other International Equities funds
