#United States #Birmingham #Morningstar #OneAscent #OAIM ETF

OneAscent International Equity ETF Achieves 4-Star Rating from Morningstar

OneAscent Investments is thrilled to announce that its OneAscent International Equity ETF (OAIM) has been awarded a coveted 4-Star Morningstar Rating™. This rating is significant because it places OAIM among the top funds in the US Fund Foreign Large Blend category, which includes 645 funds, after a thorough evaluation over the three-year period ending on September 30, 2025. This stellar recognition underscores OAIM's strong risk-adjusted performance and showcases the fund's success in delivering competitive returns through a values-driven investment philosophy.

A New Standard in International Investing

The achievement of this rating is a pivotal milestone for the OneAscent International Equity fund, reflecting a noteworthy transformation in the investment approach. Andy Manton, the Senior Portfolio Manager and Chief Equity Strategist for the fund, expressed his enthusiasm by stating, "Our goal is to set the standard for international investing that can deliver both performance and purpose." This sentiment highlights the firm’s commitment to marrying financial returns with ethical investment strategies.

Since its launch, OAIM has focused on capital growth by investing in high-quality international companies that not only exhibit strong financial records but also align with positive values that enhance human flourishing. This focus on values-based investing is a core component of OneAscent’s broader strategy, which integrates ethical considerations within the investment process. Additionally, OAIM forms an integral part of OneAscent’s growing suite of investment solutions, meticulously designed to help advisors and investors align their portfolios with their personal and societal values.

Building on Early Success

Cole Pearson, President of OneAscent Investments, remarked on the early achievements of the fund: "OAIM's initial success reinforces our belief that values and performance do not have to be mutually exclusive." This underscores the importance placed on both integrity in investment practices and the aim for robust financial outcomes. The team's intentional efforts in managing the fund demonstrate a commitment to creating a lasting impact for investors while adhering to ethical investment guidelines.

The Investment Landscape

Operating under the NYSE Arca ticker OAIM, OneAscent Investment Solutions acts as the advisor to the fund. The company’s headquarters are located in Birmingham, Alabama, and it aims to empower a diverse clientele across the United States. The company expresses a clear mission: to foster stewardship amongst investors by providing financial solutions that reflect their values and priorities.

Important Considerations

Investors are encouraged to carefully evaluate the objectives, risks, and associated charges before investing in the fund. Important disclosures are available in the prospectus, which should be consulted for a comprehensive understanding of the fund’s structure and conditions. OneAscent emphasizes the importance of prudently understanding the dynamics at play within the investment ecosystem.

Conclusion

The 4-Star Morningstar Rating is more than just a numerical score; it is a testament to OneAscent's commitment to driving noteworthy outcomes for its investors while upholding integrity and ethical standards in the financial world. As the landscape of international investing continues to evolve, OneAscent is determined to lead the charge for values-based investment strategies that prioritize both purpose and performance. For further information, interested parties can visit investments.oneascent.com.