Carillon Scout International Fund

  • Overview

    Overview

    Scout Investments, Inc. is the sub-adviser to the Carillon Scout International Fund and an affiliate of Carillon Tower Advisers, Inc. the Investment Adviser.

    The Carillon Scout International Fund normally pursues its objective of long-term growth of capital and income by investing in a diversified portfolio consisting primarily of equity securities of established companies either located outside of the United States or whose primary business is carried on outside the United States. The Fund normally invests at least 80% of its net assets in equity securities, which include common stocks and depository receipts (receipts typically issued by banks or trust companies representing ownership interests of securities issued by foreign companies).

    Investment Process

    The Fund invests in a diversified portfolio consisting primarily of equity securities of established companies either located outside the United States or whose primary business is carried on outside the United States.

    A Word about Risk

    International investing presents specific risks, such as currency fluctuations, differences in financial accounting standards, and potential political and economic instability. These risks are further accentuated in emerging market countries, where risks can also include possible economic dependency on revenues from particular commodities or on international aid or development assistance, currency transfer restrictions, and liquidity risks related to lower trading volumes.

    The return of principal in a fund that can also invest in fixed income securities is not guaranteed. Fixed income investments have interest rate, inflation, issuer, maturity and credit risks.

    Because the fund normally will hold a focused portfolio of stocks of fewer companies than many other diversified funds, the increase or decrease of the value of a single stock may have a greater impact on the fund’s net asset value and total return.

    Growth companies are expected to increase their earnings at a certain rate. When these expectations are not met, investors may punish the stocks excessively, even if earnings showed an absolute increase. Growth company stocks also typically lack the dividend yield that can cushion stock prices in market downturns. The companies engaged in the technology industry are subject to fierce competition and their products and services may be subject to rapid obsolescence. The values of these companies tend to fluctuate sharply.

    Key Facts

  • Investment Team

    Michael Stack

    Michael Stack, CFA

    Lead Portfolio Manager

    26 Years Of Industry Experience

    15 Years With Scout Investments

    Angel Lupercio

    Angel Lupercio

    Portfolio Co-Manager

    19 Years Of Industry Experience

    14 Years With Scout Investments

    Michael Cumming, CFA

    Michael Cumming, CFA

    Senior Investment Analyst

    21 Years Of Industry Experience

    10 Years With Scout Investments

    Tayyib Shah, CFA

    Tayyib Shah, CFA

    Senior Investment Analyst

    24 Years Of Industry Experience

    9 Years With Scout Investments

    Carillon Tower Advisers is the investment adviser for the Carillon Family of Funds and Scout Investments is the sub-adviser to the Carillon Scout International Fund. Scout Investments is a wholly owned subsidiary of Carillon Tower Advisers. Carillon Fund Distributors is a wholly owned subsidiary of Eagle Asset Management (a sub-adviser to certain of the Carillon Family of Funds) and Eagle Asset Management is a wholly owned subsidiary of Carillon Tower Advisers. All entities named are affiliates.

  • Price & Performance

    Please Select
  • Holdings

    Top 20 Holdings

    Top 10 Industries

  • Resources


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