The investment seeks positive total return not "relative" return. The fund is structured as a fund of funds and gains its investment exposures primarily by investing in Implementation Fund. It seeks annualized excess returns of 5% (net of fees) above the Consumer Price Index, with annualized volatility of 5-10%, over a complete market cycle. The Manager does not manage the fund to, or control the fund's risk relative to, any securities index or securities benchmark. The fund may invest in U.S. Treasury Fund and money market funds that are unaffiliated with GMO.
Fund filings (PDF) »
Sam Wilderman (Started: Sep 11, 2012)
Ben Inker (Started: Jul 23, 2003)
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GMO, 40 Rowes Wharf, Boston MA 02110, USA