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About Unified Series Trust OneAscent International Equity ETF
Expense ratio
0.95%
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Inception date
Sep 15, 2022
OAIM holds a high conviction portfolio of large- and mid-cap equities from around the globe, excluding the US. The fund expects to invest in at least three countries and may include depositary receipts, preferred stocks, convertibles, rights, and warrants in its equity investments. It uses a values-based screening process, which first excludes companies involved in controversial activities from the investable universe and then identifies companies with positive ESG impact. The fund adviser combines quantitative analysis and bottom-up fundamental research to consider the corporate life-cycle spectrum and identify companies that can generate sustainable returns on investment. OAIM seeks to invest across all parts of the life-cycle spectrum and hold high-growth, high-return, income-oriented and distressed investments. The fund adviser may use forwards, swaps, or futures to hedge foreign currency exposure and utilize options or total return swaps to hedge equity exposure.
Classification
What's in the fund
Exposure type
Finance
Electronic Technology
Cash
Stock breakdown by region
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