Chartwell Investment Partners, LLC is the subadviser to the Carillon Chartwell Income Fund and an affiliate of Carillon Tower Advisers, Inc. the Investment Adviser.
The investment objective of the Carillon Chartwell Income Fund is to provide investors with current income; seeking to preserve capital is a secondary consideration.
The Carillon Chartwell Income Fund (BERIX) is managed utilizing our value-oriented security selection process. While the majority of the Fund’s portfolio is invested in bonds, it may invest up to 30% of assets in dividend-paying common stocks.
We believe the Fund’s balanced, income-oriented approach may afford competitive returns.
The Fund invests in both fixed income and equity securities. Its investments in fixed income securities are subject to such risks as: interest rate risk; call risk; high yield (junk bond) risk; and unrated bond risk. The Fund also invests in equity securities that carry the potential for unpredictable drops in value and periods of lackluster performance.
Portfolio Manager
18 Years Of Industry Experience
8 Years With Chartwell Investment Partners
Portfolio Manager/Senior Analyst
17 Years Of Industry Experience
14 Years With Chartwell Investment Partners
Senior Portfolio Manager
36 Years Of Industry Experience
25 Years With Chartwell Investment Partners
Senior Portfolio Manager
24 Years Of Industry Experience
15 Years With Chartwell Investment Partners
Portfolio Manager/Senior Analyst
31 Years Of Experience
15 Years With Chartwell Investment Partners
Senior Portfolio Manager
28 Years Of Industry Experience
23 Years With Chartwell Investment Partners
Senior Portfolio Manager
34 Years Of Industry Experience
25 Years With Chartwell Investment Partners
Please consider the investment objectives, risks, charges, and expenses of any fund carefully before investing. Call 1.800.421.4184 or your financial professional for a prospectus, which contains this and other important information about the funds. Read the prospectus carefully before you invest or send money.
Not FDIC insured. No bank guarantee. May lose value.
Carillon mutual funds may be offered only to persons in the United States and its territories, and by way of a prospectus. This website should not be considered a solicitation or offering of any Carillon mutual fund to investors residing outside the United States or its territories.
Carillon Fund Distributors®, Inc., Member FINRA. 880 Carillon Parkway, St. Petersburg, FL 33716
