May 23, 2013 3:22 PM ET

Capital Markets

Company Overview of Hawaiian Tax-Free Trust

Company Overview

Hawaiian Tax-Free Trust is an open ended fixed income mutual fund launched by Aquila Management Corporation. The fund is managed by Asset Management Group of Bank of Hawaii. It invests in the fixed income markets of Hawaii. The fund primarily invests in investment grade municipal bonds. It invests in securities that provide income exempt from both State of Hawaii and Federal income taxes. The fund seeks to maintain an average maturity between eight and 12 years. It benchmarks the performance of its portfolio against the Barclays Capital Quality Intermediate Municipal Bond Index. Hawaiian Tax-Free Trust was formed on February 20, 1985 and is domiciled in the United States.

130 Merchant Street

Suite 370

Honolulu, HI 96813

United States

Founded in 1985

Phone:

808-538-4758

Fax:

808-538-4329

www.aquilafunds.com/htft/HawaiiMain.html

Key Executives for Hawaiian Tax-Free Trust

Vice Chairman and President
Age: 54
Founder and Chairman Emeritus
Age: 83
Chief Financial Officer and Treasurer
Age: 56
Executive Vice President and Secretary
Age: 55
Senior Vice President
Age: 62
Compensation as of Fiscal Year 2012.

Hawaiian Tax-Free Trust Key Developments

Hawaiian Tax-Free Trust, Annual General Meeting, Oct 27, 2012

Hawaiian Tax-Free Trust, Annual General Meeting, Oct 27, 2012., at 10:00 US Eastern Standard Time. Location: Hawaii Prince Hotel, Mauna Kea Ballroom. Agenda: To elect seven Trustees each Trustee elected will hold office until the next annual meeting of the Trust's shareholders or until his or her successor is duly elected; to ratify or reject the selection of Tait, Weller & Baker LLP as the Trust's independent registered public accounting firm for the fiscal year ending March 31, 2013; and to act upon any other matters which may properly come before the annual meeting at the scheduled time and place or any adjourned or postponed meeting or meetings.

Hawaiian Tax-Free Trust, Annual General Meeting, Oct 04, 2011

Hawaiian Tax-Free Trust, Annual General Meeting, Oct 04, 2011., at 10:10 Hawaiian Standard. Location: Ala Moana Hotel, Hibiscus Ballroom. Agenda: To elect seven Trustees; to ratify (that is, to approve) or reject the selection of Tait, Weller & Baker LLP as the Trust's independent registered public accounting firm for the fiscal year ending March 31, 2012; and to act upon any other matters which may properly come before the Annual Meeting at the scheduled time and place or any adjourned or postponed meeting or meetings.

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