January 30, 2015 5:49 PM ET

Capital Markets

Company Overview of Helios Select Intermediate Bond Fund

Company Overview

Helios Select Intermediate Bond Fund is an open ended fixed income mutual fund launched and managed by Hyperion Brookfield Asset Management, Inc. The fund invests in the fixed income markets of the United States. It makes its investments in intermediate maturity, investment grade bonds including U.S. government securities, corporate bonds, debentures, notes, preferred stock, mortgage-backed and asset-backed securities which are rated Baa3 or higher by Moody’s, BBB- or higher by S&P to create its portfolio. The fund benchmarks the performance of its portfolio against the Lehman Brothers Intermediate U.S. Aggregate Index. It conducts in-house research to make its investments. The fund was form...

Brookfield Place

250 Vesey Street

15th Floor

New York, NY 10281-1023

United States

Founded in 1999





Key Executives for Helios Select Intermediate Bond Fund

Chief Executive Officer and President
Age: 69
Principal Financial Officer and Treasurer
Age: 74
Secretary and Assistant Treasurer
Age: 59
Assistant Secretary
Age: 49
Chief Compliance Officer
Age: 45
Compensation as of Fiscal Year 2014.

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To contact Helios Select Intermediate Bond Fund, please visit www.hyperionbrookfield.com/strategies/MF_MKIBX.aspx. Company data is provided by Capital IQ. Please use this form to report any data issues.

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