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Spacer On the Road to Investing Bishop Street Funds can provide the vehicle to help you reach your goals.

Whether you're planning for retirement, a child's college education, investing 401(k) or pension fund proceeds, or simply planning for a major purchase, the Bishop Street Funds offer a fund or combination of funds that can help you pursue your investment goals.

Below is an overview of your choices within the Bishop Street Fund family.


Investment Objective Primarily Invests in: Type of Mutual Fund Appropriate Bishop Street Fund Minimum Time Horizon to Consider Associated Investment Risk
Capital Appreciation Stocks Growth Strategic Growth - Class I
Large Cap Core Equity Fund - Class I
5 years or more Higher Potential Risk
Current Yield Bonds Income High Grade Income - Class I
Hawaii Municipal Bond - Class I
Hawaii Municipal Bond - Class A
3 years or more Moderate Potential for Risk
Tax-Advantages Bond
Money Market
Instruments
Income
Money Market
Hawaii Municipal Bond - Class I
Hawaii Municipal Bond - Class A
Treasury Money Market - Class I
3 years or more
Immediate Access
Moderate Poential for Risk
Very Low Risk
Stability of Principal and Liquidity Money Market
Instruments
Money Market Treasury Money Market - Class I
Government Money Market - Class I**
Government Money Market - Class A**
Immediate Access
Immediate Access
Very Low Risk

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Stock Investing- Investing for Growth

Growth funds invest in stocks of companies whose business is growing. Therefore, growth funds are focused on generating capital gains rather than income. Growth funds are best suited for investors who do not need current income, are focused on long-term investment strategies, and are able to assume moderate to high risk.

Appropriate Bishop Street Fund:

Class A Class I
Bishop Street Strategic Growth Fund
Bishop Street Large Cap Core Equity Fund


Bond InvestingInvesting for Income

Bond funds offer investors current income and preservation of capital. Fixed income funds invest mainly in government or corporate securities that offer fixed returns, such as corporate bonds, government bonds or mortgage-backed securities. These funds are best suited for investors who have mid-term savings and investment goals, and can assume moderate to conservative risk.

Appropriate Bishop Street Funds:

Class A Class I
Bishop Street Hawaii Municipal Bond Fund Bishop Street Large Cap Core Equity Fund


Why Bond Investing?

Today, people are living longer and fuller lives. However, Social Security appears to be less than adequate to provide most people with sufficient income for necessities, let alone leisure activities. When you retire, your investments need to work even harder for you while providing you with monthly income and striving to preserve the value of your investment.

Cash/Money Market Investing - Investing for the Short-Term

Money market funds* invest mainly in fixed-income securities with short-term maturities -- typically one year or less, such as bank certificates of deposits, U.S. Treasury bills, repurchase agreements and commercial paper. These funds are designed to provide safety of principal and liquidity and are best suited for investors who have short-term goals.

Appropriate Bishop Street Funds:

Class A Class I
Bishop Street Government Money Market Fund** Bishop Street Treasury Money Market Fund
Bishop Street Government Money Market Fund**


Why Cash/Money Market Investing?

Trying to save for a house or a child’s college education is difficult enough without having inflation working against you. To help you achieve your short-term goal, or help preserve your “emergency fund,” you might want to look for investment opportunities that offer competitive money market yields with the objective of maintaining a stable value.

It is important to understand your investment objective and risk tolerance when determining which funds fit best with your financial goals. An investment mix of stocks, bonds and cash is known as asset allocation. An investment professional can work with you to develop an asset allocation strategy that will help you best meet your financial goals.

*An investment in the money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund(s) seeks to preserve the value of your investment at a $1.00 per share, it is possible to lose money by investing in the fund(s).

**Formerly, Bishop Street Money Market Fund

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