Insights

OneAscent Launches OneAscent Core Plus Bond ETF

Written by OneAscent | Mar 30, 2022 4:00:00 PM

BIRMINGHAM, Ala., March 30, 2022 – OneAscent Investment Solutions is proud to announce the launch of its second exchange traded fund, the OneAscent Core Plus Bond ETF (NYSE: OACP). The fund seeks total return, with an emphasis on income as the source of that total return, while giving special consideration to certain values-based and impact criteria.

OACP is advised by OneAscent Investment Solutions and sub-advised by Nuveen. It is constructed to be a core fixed income portfolio holding that provides exposure to diversified fixed income holdings, including non-benchmark exposure to bonds rated below investment grade, non-U.S. dollar and emerging market bonds.

“We are excited to partner with Nuveen and launch the OneAscent Core Plus Bond ETF as we continue our mission of helping investors align their investments with their values,” said Nathan Willis, director of portfolio strategy for OneAscent Investment Solutions. “With OACP, we seek to provide a diversified fixed income portfolio with a focus on values-alignment and positive impact.”

The fund is now the second ETF advised by OneAscent Investment Solutions, joining the OneAscent Large Cap Core ETF (NYSE: OALC), which launched in November 2021. Both funds are guided by OneAscent’s approach to values-based investing. In addition to ETFs, OneAscent Investment Solutions manages a comprehensive suite of values-aligned solutions, including turnkey models, individual strategies and target date portfolios that combine a disciplined investment process and a commitment to values-based investing. OneAscent has $1.3 billion in assets under advisement as of Dec. 31, 2021.


ABOUT ONEASCENT
OneAscent is a family of companies committed to delivering Kingdom-class financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services and OneAscent Investment Solutions each make a positive impact and bless humanity through values-based investing. All are driven by the mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end. OneAscent’s business model reflects the belief that financial planning and wealth management are engaged partnerships between clients, financial advisors and investment resources. In these areas, OneAscent strives for clarity, communication and unity. OneAscent is headquartered in Birmingham, Alabama, and serves clients through office locations across the U.S.

For more information about OneAscent, please visit http://www.oneascent.com/.

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Investors should carefully consider the investment objectives, risks, and charges and expenses of the fund before investing. The prospectus contains this and other information about the fund, and it should be read carefully before investing. Investors may obtain a copy of the prospectus by calling 1-800-222-8274 or visiting investments.oneascent.com/d/prospectus-oacp. The fund is distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with OneAscent Investment Solutions, LLC nor Nuveen.

Important Risk Information:
Exchange-traded funds involve risk including the possible loss of principal. Past performance does not guarantee future results.

The Adviser invests in securities only if they meet both the Fund's investment and values-based screening requirements, and as such, the returns may be lower than if the Adviser made decisions based solely on investment considerations.

The Fund faces numerous market trading risks, including the potential lack of an active market for Fund sharers, losses from trading in secondary markets, and periods of high volatility and disruption in the creation/redemption process of the Fund. These factors may lead to the Fund's shares trading at a premium or discount to NAV.

The Fund is a new ETF and has a limited history of operations for investors to evaluate.

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