OneAscent International Equity ETF Receives Top Recognition
OneAscent International Equity ETF Achieves Significant Milestone
OneAscent Investments is thrilled to share that the OneAscent International Equity ETF (OAIM) has earned a prominent 4-Star Morningstar Rating™ in the US Fund Foreign Large Blend category. This rating reflects its robust risk-adjusted performance among 645 funds in the category over a three-year evaluation period, recognizing OAIM's progress and achievements.
A Commitment to Values-Driven Investing
This milestone highlights OneAscent International Equity ETF's dedication to values-aligned and actively managed investments. OAIM's approach demonstrates that it is entirely feasible to achieve competitive performance while holding true to ethical practices and positive values that foster human well-being.
Insight from Leadership
Andy Manton, the Senior Portfolio Manager and Chief Equity Strategist, expressed excitement about the recent accomplishments. "Our goal is to set a high bar for international investing that delivers both results and a purpose. I am thrilled by our investment team's growth and transformation over the last three years, and I am optimistic about building on this initial success," he noted.
Long-Term Growth and Quality Investments
Since its inception, OAIM has been committed to providing long-term capital appreciation. The fund focuses on investing in high-quality international companies that not only show strong financial performance but also align with values promoting positive societal impact. This philosophy allows clients to invest in a manner that resonates with their personal beliefs and goals.
Testimonials from Leadership
Cole Pearson, President of OneAscent Investments, reflected on OAIM's achievements. "The early success of OAIM reinforces our conviction that strong performance can coexist with core values. We take pride in the dedicated efforts of our investment team and the meaningful impact this strategy has on our investors," he stated.
About OneAscent Investments
OneAscent Investment Solutions is the Adviser of the OneAscent International Equity ETF, which trades on the NYSE Arca under the ticker OAIM. The company is committed to empowering investors through values-driven financial solutions aimed at enhancing individual prosperity and legacy. Headquartered in Birmingham, OneAscent operates multiple offices throughout the United States, consistently striving to innovate in the field of investment management.
Investor Considerations
Before investing, it is crucial for investors to carefully prioritize their investment objectives, risks, and expenses associated with the fund. The prospectus contains vital information regarding OAIM, ensuring investors are adequately informed.
Frequently Asked Questions
What is the Morningstar Rating and why is it important?
The Morningstar Rating is a system used to evaluate mutual funds and ETFs based on their risk-adjusted returns. A higher rating indicates superior performance relative to peers.
What does being a values-aligned fund mean?
A values-aligned fund invests in companies and entities that reflect certain ethical principles and practices, simultaneously aiming for financial returns and positive societal impact.
How does OAIM select its investments?
OAIM selects its investments based on high-quality companies that show promise for strong financial returns while aligning with the values that promote human flourishing.
What are the potential risks of investing in international markets?
Investing in international markets may come with unique challenges, including currency fluctuations, government regulations, and varying accounting standards, which could affect returns.
How can I learn more about OneAscent Investment Solutions?
For more information about OneAscent, interested parties can reach out to their corporate offices, where dedicated staff can provide further details about their investment products and services.
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