HYGG AU

Hyperion Global Growth Companies Fund – Active ETF Guide (HYGG): What Is It All About?

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Overview

Hyperion Global Growth Companies Fund – Active ETF (HYGG) offers an actively managed global growth approach. The supplied market snapshot lists a price of AUD $6.33 and a price change of -1.248%. Its reported returns are mixed across the periods shown, while its portfolio breakdown points to substantial technology and North American exposure.

Category

Global growth investing focuses on companies selected for their potential to expand earnings or business activity over time. HYGG’s supplied exposure breakdown shows a pronounced tilt toward technology, consumer cyclicals and communication services, alongside a strong North American weighting. This makes the fund’s profile distinct from a portfolio spread more evenly across regions and sectors.

The reported returns vary by period: the year-to-date and one-year figures are negative, while the three- and five-year figures are positive. That contrast underscores how results for a growth-focused portfolio can look different across measurement windows; the supplied figures alone do not explain the causes.

 

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Key facts

Ticker
HYGG
Exchange
AU
ISIN
AU0000138356
Provider
Hyperion Asset Management Limited
Domicile
Australia
Currency
AUD
Inception date
2014-06-01
UCITS
No
Holdings count
1

Costs

The supplied profile does not include a management cost figure, so the fund’s ongoing cost cannot be assessed from these data.

Performance

YTD
-0.1%
1 year
-5.7%
3 years
21.9%
5 years
9.2%

Holdings

The supplied sector breakdown puts technology at 38.297%, consumer cyclicals at 24.111% and communication services at 17.569%. Regionally, North America accounts for 87.426% of the reported exposure, followed by developed Europe at 9.466% and developed Asia at 5.054%. The profile does not provide a named holdings list.

Regions

  • North America87.4%

  • Europe Developed9.5%

  • Asia Developed5.1%

  • Europe Emerging0.5%

  • Japan0.0%

  • Australasia0.0%

  • Asia Emerging0.0%

  • Latin America0.0%

  • United Kingdom0.0%

  • Africa/Middle East0.0%

Weights are percentages of the fund; bars use a 0–100% scale. Displayed entries may not cover the whole portfolio.

Sectors

  • Technology38.3%

  • Consumer Cyclicals24.1%

  • Communication Services17.6%

  • Industrials8.8%

  • Healthcare4.2%

  • Financial Services4.1%

  • Consumer Defensive2.1%

  • Energy0.0%

  • Utilities0.0%

  • Real Estate0.0%

Weights are percentages of the fund; bars use a 0–100% scale. Displayed entries may not cover the whole portfolio.

Risks

Who it may suit

HYGG may interest readers comparing actively managed global growth strategies and examining how a portfolio with substantial technology and North American exposure differs from broader global equity options. Its concentrated sector and regional profile may not suit every investment approach.

Key risks

The reported concentration in technology and North America means results may be particularly affected by developments in those areas. Growth-focused portfolios can also be sensitive to changing expectations for company earnings and valuations. As an active fund, HYGG’s outcome may depend on its manager’s portfolio decisions. Currency movements can affect Australian-dollar returns from overseas investments.

FAQ

What does HYGG invest in?

HYGG is an actively managed global growth companies fund. Its supplied portfolio breakdown is weighted most heavily toward technology, consumer cyclical and communication services companies, with North America the largest regional exposure.

How has HYGG performed?

The supplied figures show returns of -0.079% year to date and -5.735% over one year, alongside positive returns of 21.885% over three years and 9.166% over five years. These figures describe different time periods and do not indicate future performance.

Does the supplied profile show HYGG’s fees or dividend yield?

The supplied profile does not provide a management cost figure or dividend yield.

*This content is aimed to provide general information only, and does not take your personal objectives, financial situation or needs into account.

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