GQGU – GQG US Equity ETF – ETF Investment Strategy

Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of U.S. companies. The equity securities in which the fund invests are primarily publicly traded common stocks but may also include warrants and preferred stocks. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
GQGU	GQG US Equity ETF	ETF	Open	—		Jul 11, 2025	$585.70M	0.490%	—	—	$237.62M

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