Documents
Fund Brochure
HI Fund Fact Sheet Q4 2023 (A and C Shares)
HI Fund Fact Sheet Q4 2023 (I Share)
HI Fund Repurchase & Distribution Calendar 2024
Q1 2024 Fund Update
Client Account Login Instructions
Educational Media
HI Fund Investor Video
Reports
Annual Report
(September 30, 2023)
Semi-Annual Report
(March 31, 2023)
Holdings Report
(December 31, 2023)
Holdings Report
(June 30, 2023)
Prospectus
Class A Prospectus
Class C Prospectus
Class I Prospectus
Statement of Additional Information (SAI)
Educational Media
Why Individual Investors Should Consider Seeking Alternative Credit
CLOs vs Other Structured Products
Investing in Collateral Loan Obligations
Forms
New Account Application
Account Update Form
Transfer and Assignment of Shares
Additional Investment Account Application
Automatic Investment Plan (AIP) Form
Transfer On Death (D.O.T.) Form
First Trust IRA Application – Direct Held