Documents, Media & Forms

Documents

Fund Brochure

HI Fund Fact Sheet Q1 2024 (A and C Shares)

HI Fund Fact Sheet Q1 2024 (I Share)

HI Fund Repurchase & Distribution Calendar 2024

Q1 2024 Fund Update

Client Account Login Instructions

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

Additional Resources