OneAscent International Equity ETF (OAIM)

Overview

The investment fund described focuses primarily on channeling its resources into medium-to-large non-U.S. companies, reflecting its commitment to international diversification and seeking opportunities beyond the domestic market. By stipulating that at least 80% of its total assets, which can also include borrowings for investment purposes, are allocated towards equity securities of non-U.S. entities, the fund positions itself as a significant player for investors looking to explore markets outside the United States. Its investment strategy, centering on a variety of equity products from foreign companies, underscores its pursuit of growth through exposure to international business operations and market dynamics.

Products and Services

• Common Stocks

Equity investments in shares of medium-to-large non-U.S. companies, offering investors a proportionate share of ownership, profit, and risk.

• Depositary Receipts

Securities that represent ownership in the shares of foreign companies, facilitating easier trade on local exchanges and providing a pathway for investors to gain exposure to international markets.

• Preferred Stocks

Equity investments that typically offer fixed dividends and have priority over common stocks in the event of a company's liquidation, thus providing a potentially more secure investment option within the non-U.S. markets.

• Securities Convertible into Common Stocks

These are flexible investment instruments that start as bonds or preferred shares and offer the option to convert into a predetermined number of common shares, generally at the discretion of the investor, providing a blend of the security of fixed-income securities and the growth potential of equity investments.

• Rights and Warrants

Options that give investors the right, but not the obligation, to buy common stocks at a specific price within a certain period, offering a leveraged opportunity to speculate on the price movement of non-U.S. companies' stocks.