Strategies
Fixed Income
Investment Grade
- Core Fixed Income
- Core Plus Fixed Income
- Intermediate Fixed Income
- Short Duration High Grade Corporate Fixed Income
- Short Duration Investment Grade Fixed Income
High Yield
Equities
Value
Equity Income
Growth
* Mutual Funds available in Classes A, C, I and R-6
† Available as a Collective Investment Trust (CIT)
‡ Available as a Common Trust Fund (CTF)
§ Available as a UCITS
Separately Managed Accounts
As your wealth grows, so may your need for more customized wealth management strategies. Separately managed accounts (SMAs) provide a tailored approach to investing that can help meet your unique individual needs. Chartwell managers accommodate the investment goals of each client separately and customize each account individually.
Mutual Funds
While the Chartwell team will continue to serve as the sub-adviser and manage the Carillon Chartwell Family of Funds, the former Chartwell Funds have been reorganized into the Carillon Family of Funds.
Visit Carillon Family of Funds
Collective Investment Trusts (CITs)
CITs are positioned as a growth driver for the retirement market and the asset management industry. Our Chartwell teams managing CITs can tailor the fund’s investments to meet the specific needs of the participating plans, which can lead to better alignment with our investor’s goals.
Commingled Trust Funds (CTFs)
CTFs are a pool of assets from several sources, such as trusts and retirement plans, managed jointly by the same entity. Combining different assets under a single fund allows those assets to be managed by our Chartwell team in a more efficient and cost-effective manner.
Undertakings for the Collective Investment in Transferable Securities (UCITS)
Chartwell is an investment advisor for sub-funds of Raymond James Funds (UCITS umbrella under Luxembourg Law). These funds are regulated by the European Union and offer non-US resident investors similar strategies to others managed by Chartwell.