OACP Profile
The OneAscent Core Plus Bond ETF is designed to provide investors with a diversified exposure to a wide array of fixed-income securities, focusing on investment-grade bonds while maintaining the flexibility to include lower-rated securities. The fund primarily invests in high-quality bonds, including U.S. government securities, investment-grade corporate bonds, taxable municipal bonds, and a variety of mortgage-backed and asset-backed securities. This broad investment scope aims to offer a stable income stream with a balanced risk profile.
In addition to its core holdings of investment-grade securities, the fund has the flexibility to invest in non-investment-grade bonds, allowing it to seek higher yields and potentially enhance returns. This strategy includes bonds with lower credit ratings, providing exposure to a broader range of credit qualities and potentially greater income opportunities. The fund's investment approach includes securities across various durations, adapting to different interest rate environments and economic conditions.
The OneAscent Core Plus Bond ETF's investment strategy is designed to achieve a balance between risk and return by incorporating a diverse set of fixed-income instruments. This includes not only traditional investment-grade bonds but also higher-yielding, lower-rated securities, and a mix of securities with varying maturities. This diversified approach helps to mitigate risks associated with interest rate fluctuations and credit quality, aiming to provide a more stable performance across different market conditions.
As the fixed-income market evolves, the fund's management team continuously assesses opportunities and risks to optimize the portfolio. This includes monitoring changes in credit markets, interest rates, and economic indicators to make informed investment decisions. By maintaining a flexible investment approach and leveraging a broad spectrum of fixed-income securities, the OneAscent Core Plus Bond ETF seeks to deliver consistent income while managing overall risk.
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