Choose the investments that fit your needs.

With HI529, you can choose from nine professionally managed investment options.

Some investment options automatically adjust as your beneficiary nears college age, while others are designed for people who want a more hands-on experience. Your investment option selection is completely up to you and your investing comfort level.

HI529 investment options include:

Age-Based Option
This option automatically adjusts your investments from more aggressive to more conservative as the beneficiary gets closer to college age. It may be a good fit for investors who prefer a more hands-off investing approach.

Individual Portfolios
Eight investment options to create your personalized investment mix. These may appeal to investors who prefer a more active role in reaching their savings goals.

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For more information about HI529-Hawaii's College Savings Program ("HI529"), call 1-866-529-3343 or visit www.hi529.com to obtain a Plan Disclosure Statement. Investment objectives, risks, charges, expenses, and other important information are included in the Plan Disclosure Statement; read and consider it carefully before investing.

Please Note: Before you invest, consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. You should consult your financial, tax, or other adviser to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state’s 529 plan(s), or any other 529 plan, to learn more about those plan’s features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.

The State of Hawaii's College Savings Program Trust Fund (the "Trust") is a trust created by the State of Hawai'i. HI529 is administered by the Director of Finance of the Department of Budget and Finance on behalf of the State of Hawai'i. Ascensus College Savings Recordkeeping Services, LLC, the Program Manager, and its affiliates have overall responsibility for the day-to-day operations, including recordkeeping and administrative servicing agent. The Vanguard Group, Inc. serves as Investment Manager for the Plan. When you invest in HI529, you are purchasing units issued by the Trust. Units are municipal securities and the value of the units will vary with market conditions. HI529's portfolios are municipal securities that will vary with market conditions.

Investment returns are not guaranteed, and you could lose money by investing in HI529. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

Ugift is a registered service mark. All other marks are the exclusive property of their respective owners.

Not FDIC-Insured. No Bank, State or Federal Guarantee. May Lose Value.