HYGG - Hyperion Global Growth Fund - Active ETF

[AnInvestor]

Didn't see a thread for this so thought I'd start one. Who's currently holding this ETF? Performance has been outstanding, wonder how long they can keep it up.

 

[Garpal Gumnut]

Thanks for the alert on this ETF. I don't hold.

Many large funds globally and large Australian super funds in particular such as Unisuper ( article in either WSJ or FT recently ) are looking at diversifying out of the US. I wasn't aware of Hyperion Global.

gg

 

[Dona Ferentes]

Thanks for the alert on this ETF. I don't hold.

Many large funds globally and large Australian super funds in particular such as Unisuper ( article in either WSJ or FT recently ) are looking at diversifying out of the US. I wasn't aware of Hyperion Global.

gg

high concentration .... 22 companies

not really ex USA ... top 5 vs benchmark
Tesla, Inc. 12.3% ... 1.1
ServiceNow, Inc. 9.0% ... 0.2
Microsoft Corporation 8.1% ... 3.9
Amazon.com, Inc. 7.8% ... 2.6
ASML Holding NV 7.3%

"Performance has been outstanding" Maybe, but a thematic alpha chaser.

 

[Garpal Gumnut]

Thanks @Dona Ferentes . That's nigh on 45%, I consider ASML a US stock as it depends so much on semis.

I'll have a closer look fees, etc. later today.

gg

 

[AnInvestor]

high concentration .... 22 companies

not really ex USA ... top 5 vs benchmark
Tesla, Inc. 12.3% ... 1.1
ServiceNow, Inc. 9.0% ... 0.2
Microsoft Corporation 8.1% ... 3.9
Amazon.com, Inc. 7.8% ... 2.6
ASML Holding NV 7.3%

"Performance has been outstanding" Maybe, but a thematic alpha chaser.

Good performance, but I dont think the performance will be able to be maintained imo.

 

[Sean K]

18% pa over 11 years is pretty impressive. There's been a few ups and downs, but obviously mostly up. Investing in things I mostly don't, so I need to have a good hard look at myself.