Overview

Chartwell Investment Partners, LLC is the subadviser to the Carillon Chartwell Short Duration High Yield Fund and an affiliate of Carillon Tower Advisers, Inc. the Investment Adviser.

When looking for attractive income potential and capital preservation, look no further than the Carillon Chartwell Short Duration High Yield Fund (CWFIX). This fund seeks income and long- term capital appreciation by investing primarily in high yield debt securities with an average duration of less than three years.

Our Approach

The Carillon Chartwell Short Duration High Yield Bond Fund (CWFIX) seeks to reach its goals by investing in bonds that we believe trade at attractive relative values.

We focus on quality, high yield corporate debt securities seeking attractive short-term yields and lower volatility than the broad high yield and leveraged bank loan markets.

Under normal circumstances, CWFIX invests at least 80% of its net assets (plus any borrowings for investment purposes) in high yield debt securities.

A Word about Risk

Fixed income investment includes the following risks: credit, prepayment, call and interest rate risk. Credit risk refers to the loss in the value of a security based on a default in the payment of principle and/or interest of the security, or the perception of the market of such default. As interest rates rise the value of bond prices will decline. High-yield bonds have a higher risk of default or other adverse credit events, but have the potential to pay higher earnings over investment grade bonds. The higher risk of default, or the inability of the creditor to repay its debt, is the primary reason for the higher interest rates on high -yield bonds. The Fund may invest in foreign and emerging market securities which involves certain risks such as currency volatility, political and social instability and reduced market liquidity. The Fund may also invest in ETFs (Exchange-Traded Funds) and therefore would be subject to the same risks as the underlying securities in which the ETF invests as well as entails higher expenses than if invested into the underlying ETF directly.