What can the Hyperion Global Growth Companies PIE Fund actually invest in?
The fund's Statement of Investment Policy and Objectives (SIPO) defines the asset classes it can hold and the allowable target / min / max weights for each.
Strategic asset allocation ranges
| Asset class | Target | Min | Max |
|---|---|---|---|
| International equities | 95% | 80% | 100% |
| Cash and cash equivalents | 5% | 0% | 20% |
Mandate flexibility (sum of max − min across all ranges): 40%. Narrow range — index-tracking style with limited drift.
Explicit exclusions (2)
- Short selling of equity securities is not permitted
- Fund is not permitted to own more than 15% of any one company (measured by share capital)
Responsible-investment approach
Hyperion applies ESG considerations (environmental, social including labour standards, and ethical incorporating corporate governance) when selecting, retaining or realising investments, assessed on a case-by-case basis without fixed methodology or weightings. ESG analysis produces an ESG Score that feeds into a Business Quality Score, which directly influences portfolio weightings. Hyperion may divest investments no longer suitable due to ESG considerations.