FOR IMMEDIATE RELEASE
Contact: Samantha Vance
OneAscent Investment Solutions
(205) 847-1343
svance@oneascent.com
ONEASCENT LAUNCHES SMALL CAP ETF, BOLSTERING ITS SUITE OF VALUES-ALIGNED,INDEX-BASED SOLUTIONS
BIRMINGHAM, Ala., June 11, 2024 – OneAscent Investment Solutions is proud to announce the latest addition to its suite of values-aligned investment offerings: the OneAscent Small Cap Core ETF (NYSE: OASC). Marking the fifth exchange traded fund introduced by the firm, OASC stands out for its innovative approach to index-based investing, integrating the proprietary OneAscent Elevate Screening Process.
OASC is managed by Chief Equity Strategist and Senior Portfolio Manager Andrew Manton. Manton boasts over two decades of investment experience and a successful track record managing multiple investment teams and funds. His approach combines a rigorous fundamental analysis and index-based solutions.
“Our commitment to providing values-aligned solutions for faith-based investors remains unwavering. The 64% growth in assets across our values-aligned ETFs in the past year underscores the demand for such offerings,” said President of Investment Solutions Cole Pearson. “The launch of OASC reinforces our dedication to empowering investors to align their wealth with their values.”
Joining the roster of OneAscent ETFs, including the OneAscent Large Cap Core ETF (NYSE: OALC), which launched in November 2021, and the OneAscent Core Plus Bond ETF (NYSE: OACP), which launched in March 2022, the OneAscent Emerging Markets ETF (NYSE: OAEM) and OneAscent International Equity ETF (NYSE: OAIM), launched in September 2022; OASC underscores OneAscent’s commitment to values-based investing.
With $1.4 billion in total assets1 under management, OneAscent Investments continues to grow and solidify the delivery of impactful, values-aligned investment solutions across ETFs, models, CITs and separately managed accounts.
1Total assets defined as assets under management as well as assets under advisement for models maintained by OneAscent Investments as of 3/31/2024.
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 clicking the link above. The fund is distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with OneAscent Investment Solutions, LLC.
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. The Adviser has not previously managed a mutual fund or an ETF.
High conviction is a style of active management that is expressed through portfolio construction. Without deploying a consistent high-conviction approach over time, it is hard for any manager to beat the benchmark or passive fund equivalent for their target sector.
The fund contains international securities that may provide the opportunity for greater return but also have special risks associated with foreign investing including fluctuations in currency, government regulation, differences in accounting standards and liquidity.
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