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Hyperion Asset Management – Change of Registry

As part of our ongoing commitment to improving our investor experience, on 17 May 2021 we transitioned unit registry services of the Hyperion Australian Growth Companies Fund and the Hyperion Small Growth Companies Fund from RBC Investor Services to Citi. While the transition results in a change to existing unitholder account numbers, it includes a significant number of benefits including access to a simple and easy-to-use online investor portal.

What Changes because of the Transition?

All unitholders should have received a new Investor Number.

  • For unitholders whose communication preference is email, you should have received an email from Pinnacle prior to Monday 17 May 2021 notifying you of your new investor number
  • For unitholders whose communication preference is post, a letter should have been posted to you prior to Monday 17 May 2021 notifying you of your new investor number. If you have not received the letter by Monday 17 May 2021 and require your new investor number, please call Pinnacle on 1300 010 311 or email service@pinnacleinvestment.com
  • All previous account and client numbers are no longer valid

What are the Benefits of the Transition?

One of the key benefits of the transition is that investors will be able to manage their holdings via Pinnacle’s secure and accessible online Investor Portal. Existing investors will need to register for the Pinnacle Investor Portal by visiting https://pinnacle.eappform.com/initiate.aspx?subbrand=InvestorDetails and following these steps:

  • Enter the email address and mobile number that you want linked to your account. Each time you log into the Portal, an eight-digit PIN will be generated and sent to your mobile number. Please ensure you have your mobile on you so you can enter this PIN when prompted.
  • Once your email address and mobile number is loaded into the registry system, you will receive two emails. One will contain your User ID and the second your temporary password. As an additional safeguard, we utilise a one-time PIN as a second-level of authorisation.
  • Re-set your password and log into the Portal

You will then have access to a single online interface to:

  • Submit trade instructions such as additional applications and redemptions;
  • Update and manage unitholder details such as address and distribution preference;
  • View performance, unit balances, and transaction history; and
  • Access all statements

Financial advisers will benefit by having a consolidated view of their clients’ holdings via the one login. Advisers can only link one email address and one mobile phone number to their Pinnacle Investor Portal account.

Should you have any questions regarding the Pinnacle Investor Portal, please call Pinnacle on 1300 010 311 (International +61 2 8970 7750) or email service@pinnacleinvestment.com.

All PDSs and Investor Forms have been Updated

An updated PDS and investor forms reflecting new unit registry details are available on the website from 17 May 2021. If transacting via paper form, please ensure you submit instructions to the updated postal address and transfer funds to the new bank account.

To ensure all forms are processed promptly, please use the latest versions available on the website.

The most efficient method of transacting is via the Pinnacle Investor Portal, as it eliminates the need for paper documentation and processing delays.

New Unit Registry Contact and Bank Account Details – effective from 17 May 2021

The new unit registry postal address and contact details are:

Hyperion Asset Management
c/- Citi Unit Registry Australia
GPO 764
Melbourne VIC 3001

Phone: 1300 010 311
Fax: +61 1300 102 151
Email: service@pinnacleinvestment.com

All forms should be mailed or faxed directly to Citi. Please note that all documentation, including new applications and redemptions received by RBC after Friday 14 May will be rejected. We have arranged for a one-week grace period to allow unitholders to adjust to the transition.

New application bank account details are:

Payee: Pinnacle Application
BSB: 242 000
Account number: 208 953 028
Reference: Your New Investor Number

Please note that all funds received by RBC after Friday 14 May will be rejected. We have arranged for a one-week grace period to allow unitholders to adjust to the transition.

 

New Investor Number –
effective 17 May 2021

From 17 May 2021, investors will need to use their new investor number issued by Pinnacle when submitting instructions. The new investor number replaces the previous account number and client number. New investor numbers will appear on all statements from 31 May 2021. If investors are unable to access their new investor number, please call Pinnacle on 1300 010 311 or email service@pinnacleinvestment.com.

Further Questions?

If you have any questions about this change, please contact Pinnacle during business hours on 1300 010 311 (Australia) or +61 2 8970 7750 (International) or via email at service@pinnacleinvestment.com.

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Awards and recognition
Morning Star Awards 2021
The Australian Fund Manager Awards - Winner - Best Australian Small Companies Manager
Lonsec 2022 Active Equity Fund Winner Logo disclosure
Money Management 2021 Fund Manager of the Year
Morning Star Awards 2021

Hyperion neither provided nor was given compensation in relation to the above-mentioned awards, however, Hyperion pays licensing fees in order to be able to display these awards’ logos.
Morningstar Awards 2024 (c). Morningstar, Inc. All Rights Reserved. Awarded to Hyperion Asset Management for Overall Fund Manager of the Year and Hyperion Small Growth Companies for Fund Manager of the Year, Domestic Equities – Small Cap Category, Australia. Hyperion Australian Growth Companies nominated for Fund Manager of the Year, Domestic Equities – Large Cap Category and Hyperion Global Growth Companies nominated for Fund Manager of the Year, Global Equities Category, Australia.
Morningstar Awards 2021 (c). Morningstar, Inc. All Rights Reserved. Awarded to Hyperion Asset Management for Overall Fund Manager of the Year; Fund Manager of the Year, Domestic Equities – Large Cap and Domestic Equities – Small Cap Categories. Nominated for Fund Manager of the Year, Global Equities Category, Australia.

© 2021FE Money Management. all rights reserved. the information, data, analyses, and opinions contained herein (1) include the proprietary information of FE Money Management (2) may not be copied or redistributed (3) do not constitute investment advice offered by FE Money Management (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security (5) are not warranted to be correct, complete, or accurate. FE Money Management shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. FE Money Management does not guarantee that a fund will perform in line with its Fund Manager of the Year award as it reflects past performance only. Likewise, the Fund Manager of the Year award should not be any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision. Ratings are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445 (Lonsec). Ratings are general advice only, and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and Lonsec assumes no obligation to update. Lonsec uses objective criteria and receives a fee from the Fund Manager. Visit lonsec.com.au for ratings information and to access the full report. © 2022 Lonsec. All rights reserved.

This webpage is prepared by Hyperion Asset Management Limited ABN 80 080 135 897 AFSL 238 380 (‘Hyperion’) as the investment manager of the Funds. Hyperion believes the information contained in this website is reliable, however no warranty is given as to its accuracy and persons relying on this information do so at their own risk. Any opinions or forecasts reflect the judgment and assumptions of Hyperion and its representatives based on information at the date of publication and may later change without notice. Any projections contained in this website are estimates only and may not be realised in the future. Returns from investments may fluctuate and past performance is for illustrative purposes only and is not a reliable indicator of future performance. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. This information is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any person relying on this information should obtain professional advice before doing so. To the extent permitted by law, Hyperion disclaims all liability to any person relying on the information in respect of any loss or damage (including consequential loss or damage) however caused, which may be suffered or arise directly or indirectly in respect of such information contained in this website. Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this website is prohibited without obtaining prior written permission from Hyperion. This disclaimer extends to any entity that may distribute this information. No distribution of this material will be made in any jurisdiction where such distribution is not authorised or is unlawful.