BIRMINGHAM, Ala., June 13,
2024 /PRNewswire/ -- 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), launched in November 2021; the OneAscent Core Plus Bond ETF
(NYSE: OACP), launched in March 2022;
and 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 Kingdom-minded companies committed to
delivering values-based financial solutions to advisors and
investors. OneAscent Wealth, OneAscent Financial, OneAscent
Investments, OneAscent Capital and OneAscent Family Offices each
offer a comprehensive suite of faith-driven strategies and
solutions designed to help advisors, investors and stewards live
aligned with what they value most. OneAscent's business model
reflects our belief that financial planning and wealth management
are engaged partnerships between clients, financial advisors and
investment resources. In these areas, we strive for clarity,
communication and unity. OneAscent is headquartered in Birmingham, Ala., and serves clients through
office locations across the United
States.
For more information about OneAscent, please visit
http://www.oneascent.com/.
Important Disclosures
Investors should carefully consider the investment objectives,
risks, and charges and expenses of the funds before investing. The
prospectus contains this and other information about the funds, 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 funds are distributed by Northern Lights
Distributors, LLC, Member FINRA/SIPC, which is not affiliated with
OneAscent Investment Solutions, LLC.
OneAscent Investment Solutions LLC ("OneAscent") was formed in
March 2017, and manages a variety of
equity, income and balanced asset strategies for client accounts.
OneAscent is an investment adviser registered with the United
States Securities and Exchange Commission. Registration as an
investment adviser does not imply any certain degree of skill or
training. OneAscent's Form ADV Part 2A is available on its website,
www.oneascent.com, or the SEC's website, at
www.adviserinfo.sec.gov, or by contacting the firm. Please consult
OneAscent's Form ADV Part 2A for information regarding account
minimums and fees.
Reference to OneAscent's values-based investing approach is
provided for illustrative purposes only and indicates a general
framework of guiding principles that inform OneAscent's overall
research process. OneAscent's judgment about the quality,
alignment, or impact of a particular company may prove to be
incorrect. There is no guarantee that any investment will achieve
its objectives, generate positive returns, or avoid losses.
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 equity 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.
Securities of companies with small market capitalizations are
often more volatile and less liquid than investments in larger
companies. Small cap companies may face a greater risk of business
failure, which could increase the volatility of the Fund's
portfolio.
The Fund is a new ETF and has a limited history of operations
for investors to evaluate.
20240607-3630265
OAI00812
Contact: Samantha
Vance
OneAscent Investments
(205)
313-9142
svance@oneascent.com
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SOURCE OneAscent