Resources & Info

Leader Capital Short Term High Yield Bond Fund

FUND MATERIALS
↪ Account Application
↪ IRA Roth CTC Application
↪ IRA CTC TOA Form
↪ ESA Application
↪ Non Qualified Transfer of Assets Form
↪ SAI
↪ Load SIMPLE IRA CTC

FUND PROSPECTUS
↪ Prospectus

FUND REPORTS
↪ Annual Report 7-31-25
↪ Semi Annual Report 1-31-26
↪ Portfolio Holdings  10-31-24

↪ Proxy Voting Record/N-PX

↪ Annual Shareholder Report – STHY Institutional Class

↪ Semi-Annual Shareholder Report – STHY Institutional Class 1-31-26

↪ Annual Shareholder Report – STHY Investor Class

↪ Semi-Annual Shareholder Report – STHY Investor Class 1-31-26

↪ Portfolio Holdings  4-30-25

↪  19a. 1 Notice 2-27-26

Leader Capital High Quality Income Fund

FUND MATERIALS
↪ Account Application
↪ IRA Roth CTC Application
↪ IRA CTC TOA Form
↪ ESA Application
↪ Non Qualified Transfer of Assets Form
↪ SAI
↪ Load SIMPLE IRA CTC

FUND PROSPECTUS
↪ Prospectus

FUND REPORTS
↪ Annual Report 7-31-25
↪ Semi Annual Report 1-31-26
↪ Portfolio Holdings  10-31-24

↪ Annual Shareholder Report – HQF Institutional Class

↪ Semi-Annual Shareholder Report – HQF Institutional Class 1-31-26

↪ Annual Shareholder Report – HQF Investor Class

↪ Semi-Annual Shareholder Report – HQF Investor Class 1-31-26

↪ Annual Shareholder Report – HQF A Class

↪ Semi-Annual Shareholder Report – HQF A Class 1-31-26

↪ Portfolio Holdings  4-30-25

1099

We have engaged an independent CPA firm, Tait Weller, on a standalone basis to fully oversee the 1099 process beginning January 2027. They will work directly with FIS and all broker-dealers to ensure 1099s are accurate and delivered in a timely manner.

The Funds are distributed by Matrix 360 Distributors, LLC, Member FINRA/SIPC. Leader Capital and Matrix 360 are not affiliated.

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