OneAscent International Equity ETF (OAIM) seeks to provide exposure to international developed market stocks while applying faith-based screening criteria that exclude companies involved in activities conflicting with Christian values. This ESG-focused international equity ETF targets companies outside the United States that meet both financial and ethical investment standards.
How It Works
OAIM employs an actively managed approach that combines traditional fundamental analysis with values-based screening methodology. The fund excludes companies involved in abortion, pornography, gambling, tobacco, and other activities deemed inconsistent with Christian principles. Portfolio construction focuses on developed international markets with emphasis on quality companies that pass both financial merit and ethical screening criteria. Holdings are typically concentrated in 50-100 positions across major developed markets including Europe, Japan, and Asia-Pacific regions.
Key Features
- Faith-based screening excludes companies involved in abortion, gambling, pornography, and other activities conflicting with Christian values
- Actively managed approach allows for tactical allocation adjustments based on market conditions and ethical considerations
- Zero expense ratio structure makes it cost-competitive among values-based international equity ETFs currently available
Risks
- This ETF can lose value when international markets decline, potentially dropping 20-30% during global recessions or emerging market crises
- Values-based screening significantly reduces investment universe, potentially limiting diversification and creating concentration risk in approved sectors
- Currency fluctuations can impact returns when foreign holdings are converted to U.S. dollars, adding 5-15% annual volatility
Who Should Own This
Best suited for faith-based investors with 5+ year time horizons seeking international diversification while maintaining Christian values alignment. Medium-to-high risk tolerance required due to international equity volatility. Works as satellite holding representing 10-25% of equity allocation for investors prioritizing ethical considerations alongside financial returns.