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. The fund is a fund of funds and invests primarily in shares of other GMO Funds. Under normal circumstances, the Manager intends to invest not more than 85% of the fund's assets in the Equity Funds (excluding, for these purposes, Alpha Only Fund). The fund also 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: Oct 22, 1996)
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GMO, 40 Rowes Wharf, Boston MA 02110, USA