How we evaluate products
Responsible Investment strategies, processes, practices and disclosures are assessed against the eight criteria for product certification in the Responsible Investment Standard and accompanying Guidance and Assessment Notes.
What this symbol means
General certification: This Symbol signifies that a product or service offers an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
Responsible classification: This Symbol signifies that a product or service has been certified and classified to offer an investment style that takes into account environmental, social, governance or ethical considerations, and that it adheres to the operational and disclosure practices required under the Responsible Investment Certification Program for the category of Product.
The content on this webpage is provided by Responsible Investment Association Australasia Ltd (ACN 641 046 666, AFSL 554110). For more information refer to our Financial Services Guide. Certain content provided may constitute a summary or extract from the offer document of a financial product. Any general advice has been provided without reference to your investment objectives, financial situation or needs. If the advice relates to the acquisition of a particular financial product for which an offer document (such as a product disclosure document) is available, you should obtain the offer document relating to the particular financial product and consider it before making any decision whether to acquire the product. Past performance does not necessarily indicate a financial products’ future performance. To obtain information tailored to your situation, contact a financial adviser.
Themes & Issues
Society
Education
Included
Healthcare and medical products
Included
High scoring ESG companies
Included
Employment and vocational training
Included
More sustainable companies
Included
Armaments
Fully avoided
Tobacco
Fully avoided
Environment
Education
Included
Healthcare and medical products
Included
High scoring ESG companies
Included
Employment and vocational training
Included
More sustainable companies
Included
Armaments
Fully avoided
Tobacco
Fully avoided
For RIAA’s definitions of the themes included and issues avoided, please view this guide . Product-specific exclusion criteria and practices may vary. You can find these by referring directly to the product provider.
Overview
Description
Sustainability has been core to Hyperion’s investment philosophy and process since it was established in 1996. Hyperion has a long-term investment horizon and we have always invested as business owners, not short-term share traders. This is evidenced by the fact that historically our average stock holding period for our portfolios is approximately 10 years.
We only invest our clients’ capital in those businesses that we believe are extremely high-quality with strong and sustainable value propositions to all stakeholders. The stakeholders include the wider community and an assessment of the company’s future likely long-term impact on the overall natural environment, including its carbon footprint. Sustainability assists in reducing the risks of any permanent loss of capital across our portfolios. Eventually, companies that externalise costs, will be forced by stakeholders to internalise them – either through regulation or changing expectations of society.Â
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Themes & Issues
5
themes included
2
issues fully avoided
0
issues mostly avoided
0
issues partially avoided
Product Targets
Wholesale
Retail
Institutional
Certified Since
Last date certified
March 5, 2025
Primary RI Strategy
Fund or Trust
Secondary RI Strategy
Sustainability themed