A Guide To Investing In Gmo Funds

GMO is a Boston-based investment management company that sells mutual funds to investors who meet minimum investment size requirements, which are generally $1 million. The company offers investors 30 mutual funds, including the GMO Global Asset Allocation Fund, which seeks a total return greater than that of its benchmark, the GMO Global Asset Allocation Index. GMO also offers separately managed accounts to investors who meet minimum investment size guidelines that vary by investment strategy and range from $25 million to $500 million.

GMO's minimum investment criteria

GMO offers Mutual Funds to investors who meet minimum investment size requirements of $1 million. The company also offers separately managed accounts to investors who meet minimum investment size guidelines that vary by investment strategy and range from $25 million to $500 million.

For Institutional Investors, the required minimum investment size is generally $1 million to invest in the GMO Trust Mutual Funds. Institutional investors are eligible to purchase shares of Share Classes II, III, IV, V, and VI of the Mutual Funds, as described in the GMO Trust Prospectus.

Share Class I of the GMO Trust Mutual Funds is intended for use primarily by intermediaries, such as RIAs, private banks, and third-party industry platforms.

Share Class R6 of the GMO Trust Mutual Funds is intended for use primarily by retirement plan sponsors.

For Individual Investors, the required minimum investment size is generally $1 million to invest in the GMO Trust Mutual Funds. If an individual investor does not meet this minimum investment size requirement but would like to access GMO’s investment views, they can contact their financial advisor.

GMO offers private funds only to accredited investors and, in most cases, qualified purchasers.

GMO Trust Mutual Funds

The GMO Trust Mutual Funds are distributed in the United States by Funds Distributor LLC, which is not affiliated with GMO. The GMO Global Asset Allocation Fund, for example, seeks a total return greater than that of its benchmark, the GMO Global Asset Allocation Index. This index is an internally maintained index computed by GMO, consisting of 65% MSCI ACWI and 35% Bloomberg US Aggregate Index. Under normal circumstances, GMO intends to invest no more than 85% of the fund's net assets in Equity funds. It is permitted to invest in any asset class, including US and non-US equities, fixed-income securities, and commodities.

The GMO Trust Mutual Funds are available to Institutional Investors, Intermediaries, Plan Administrators, and Individual Investors who meet the minimum investment criteria. If you are interested in purchasing shares of a GMO Trust Mutual Fund, you can contact the GMO Shareholder Services team at [email protected] or +1.617.346.7646.

It is important to carefully read the prospectus before investing in any mutual fund, including the GMO Trust Mutual Funds.

GMO's Mutual Fund alternatives

GMO offers Mutual Funds to investors who meet minimum investment size requirements, which are generally $1 million. However, there are alternative investment options available for those who do not meet this requirement.

Separately Managed Accounts

Separately Managed Accounts are offered to investors who meet minimum investment size guidelines that vary by investment strategy and range from $25 million to $500 million.

Private Funds

GMO also offers private funds, but these are only available to accredited investors and, in most cases, qualified purchasers.

ETF Alternatives

For those interested in investing in ETFs, GMO offers a Mutual Fund to ETF Converter tool that allows investors to explore ETF alternatives to their mutual funds. Some of the ETF themes offered by GMO include:

• Artificial Intelligence
• Disruptive Technology
• Energy Infrastructure
• Tax-efficient Income
• Emerging Market Equities
• Gold/Silver/Critical Minerals
• US Treasuries & TIPS
• High-Yield Corporates

GMO's web site information

GMOs Web Site Information

GMO offers Mutual Funds to investors who meet minimum investment size requirements, which are generally $1 million. The required minimum investment size is generally $1 million for Institutional investors to invest in the GMO Trust Mutual Funds. Eligibility to purchase shares of Share Classes II, III, IV, V, and VI of our Mutual Funds is described fully in the GMO Trust Prospectus.

Share Class I of the GMO Trust Mutual Funds is intended for use primarily by intermediaries, such as RIAs, private banks, and third-party industry platforms.

Share Class R6 of the GMO Trust Mutual Funds is intended for use primarily by retirement plan sponsors.

The required minimum investment size is generally $1 million for an Individual investor to invest in the GMO Trust Mutual Funds. If you do not meet this minimum investment size requirement and would like to access GMO’s investment views, please contact your financial advisor.

GMO offers separately managed accounts to investors who meet minimum investment size guidelines that vary by investment strategy and range from $25 million to $500 million.

GMO offers private funds only to accredited investors and, in most cases, qualified purchasers.

The GMO Climate Change Fund seeks to deliver high total returns by investing primarily in equities of companies that are positioned to benefit from efforts to curb or mitigate the long-term effects of global climate change. The Fund invests globally across the capitalization spectrum, allowing GMO to pursue attractive investment opportunities. The Focused Equity team believes exceptional opportunities for long-term investors abound in a world mobilizing to address climate change.

The GMO Trust funds are distributed in the United States by Funds Distributor LLC. GMO and Funds Distributor LLC are not affiliated.

GMO's Trust Prospectus

GMOs Trust Prospectus

The GMO Trust Prospectus outlines important information about the GMO Trust Mutual Funds, including eligibility requirements and investment objectives. The prospectus is available on the GMO website, www.gmo.com, and should be carefully reviewed before investing.

The GMO Trust Mutual Funds are distributed in the United States by Funds Distributor LLC, a separate entity from GMO. The funds are offered to institutional investors and individual investors who meet the minimum investment size requirement of generally $1 million. For institutional investors, this minimum investment size grants eligibility to purchase shares of Share Classes II, III, IV, V, and VI.

The GMO Trust Mutual Funds are also intended for use by intermediaries, such as RIAs, private banks, and industry platforms, as well as retirement plan sponsors. These specific offerings are outlined as Share Class I and Share Class R6, respectively.

It is important to note that investing in the GMO Trust Mutual Funds carries certain risks, including the possibility of losing the principal amount invested. These risks are detailed in the fund's prospectus, which provides specific information about principal risks associated with each fund. Some of the general risks mentioned include market risk, management and operational risk, credit risk, and derivatives risk.

For more detailed information about the GMO Trust Mutual Funds and their investment objectives, prospective investors are advised to refer to the GMO Trust Prospectus available online.

Frequently asked questions