GMO Global Real Return (UCITS) Fund


Fund Strategy Multi Asset
Fund Geography Global
Investment Advisor Grantham, Mayo, Van Otterloo & Co. LLC
Portfolio Manager Ben Inker
Fund Currency GBP
Fund AUM £2.9b
Fund AUM as of 09 October 2018
Fund Inception 30 November 2011
Fund Indices AH Multi Asset UCITS Index

Fund Objective

GMO Global Real Return (UCITS) Fund seeks annualised excess returns of 5%, net of fees, above the OECD G7 Consumer Price Index over a complete market cycle. The Fund aims to achieve this through investment globally in equities, debt, money market instruments, currencies, commodities, REITS and related deriviatives. The investment process of the UCITS fund is based on the company's flagship Benchmark-Free Allocation Strategy, launched in 2001.

Reference Index



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