The investment seeks total return greater than that of its benchmark, the GMO Global Asset Allocation Index, an internally maintained index computed by GMO, consisting of 65% MSCI ACWI and 35% Barclays U.S. Aggregate Index. Under normal circumstances, GMO intends to invest not more than 85% of the fund's assets in the Equity Funds. It is permitted to invest in any asset class, including, for example, U.S. and non-U.S. equities (including emerging country equities), U.S. and non-U.S. fixed income securities of any credit quality, including below investment grade securities (including emerging country debt securities) and commodities.
Fund filings (PDF) »
Sam Wilderman (Started: Sep 11, 2012)
Ben Inker (Started: Oct 22, 1996)
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GMO, 40 Rowes Wharf, Boston,MA 02110, USA