Fund is first to offer a GMO Asset Allocation strategy in ETF vehicle

GMO, a global investment manager known for its long-term, valuation-oriented strategies, today announced the launch of the GMO Dynamic Allocation ETF (NYSE: GMOD). This marks the first time GMO has offered one of its multi-asset class strategies in an ETF.

"The GMO Dynamic Allocation ETF leverages our decades of experience in asset allocation. We’re excited to offer our time-tested approach in the ETF structure that clients increasingly demand," said Ben Inker, Co-Head of Asset Allocation at GMO.

The GMO Asset Allocation team’s investment approach is grounded in the belief that asset prices can diverge meaningfully from their true value but mean revert to fair value over time. GMOD implements this philosophy by dynamically increasing allocations to the asset classes that the Asset Allocation team believes are the most attractively priced while deemphasizing those that the team views as expensive. Guided by GMO's proprietary 7-Year Asset Class Forecasts, the portfolio’s exposures are actively adjusted in response to shifts in GMO’s outlook on returns, risks, and market valuations.

GMOD can invest broadly across stocks and bonds and is not limited by sector, market cap, credit quality, or geography. Under normal conditions, GMOD plans to maintain an exposure of between 40% and 80% of its assets to equities. GMO also seeks to add value through active security selection within asset classes.

"Taxable investors can be hesitant to take advantage of new opportunities because they don’t want to sell from existing positions with embedded gains. GMOD provides a multi-asset portfolio within a single ETF that does the reallocating on investors’ behalf, allowing them to benefit from compelling opportunities as they arise, like today’s attractive deep value and international stocks, without constantly realizing capital gains," said John Thorndike, Co-Head of Asset Allocation at GMO.

The launch of GMOD further expands GMO's ETF lineup, which provides access to long-running GMO strategies and delivers specialized solutions for investors seeking dynamic multi-asset exposure. GMO's ETF suite includes QLTY (U.S. Quality), QLTI (International Quality), GMOV (U.S. Value), GMOI (International Value), BCHI (Beyond China), DRES (Domestic Resilience), and INVG (Systematic Investment Grade Credit).

More information about GMO's ETFs is available at www.gmo.com.

About GMO

Global investment manager GMO, established in 1977, brings together focused expertise within its investment teams, industry-leading research, and client solutions and service to advance clients' goals. Privately owned and renowned for conviction in a valuation-based, long-term investment philosophy, GMO serves sophisticated institutions, financial intermediaries, and families, and managed $71 billion as of September 30, 2025. The firm is headquartered in Boston, with offices in London, Sydney, Amsterdam, Singapore, and Tokyo (representative office).

An investor should carefully consider the fund's investment objectives, risks, charges, and expenses before investing. This and other important information can be found in the fund's prospectus. To obtain a prospectus, please visit www.gmo.com. Read the prospectus carefully before investing.

Risks associated with investing in the Fund may include: (1) Management and Operational Risk; (2) Market Risk – Equities; (3) Non-U.S. Investment Risk. For a more complete discussion of these risks and others, please consult the Fund's Prospectus.

The GMO ETFs are distributed in the United States by Foreside Fund Services LLC. GMO and Foreside Fund Services LLC are not affiliated.

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"The GMO Dynamic Allocation ETF leverages our decades of experience in asset allocation. We’re excited to offer our time-tested approach in the ETF structure that clients increasingly demand," said Ben Inker, Co-Head of Asset Allocation at GMO.