GMO Global Real Return UCITS

Investment 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

OECD G7 CPI

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2020 0.8 0.0 0.2 0.9 0.3 0.9 0.8 0.3 0.6 0.3 0.8 0.5 0.3
2019 0.1 0.7 0.4 0.5 0.0 0.1 0.1 0.9 0.8 0.8 0.1 0.6 0.4

or Register for Free

  • Access the full universe of UCITS Hedge Funds and Absolute Return Funds.
  • Build and curate a watchlist.
  • View the latest research.
Close Current Site Absolute Hedge is a market leading UCITS research database providing proprietary research on funds, themes and strategies in the UCITS space. Kepler Trust Intelligence is produced by the investment companies team at Kepler Partners and is the UK’s premier source of detailed qualitative research on investment trusts. Kepler Liquid Strategies is a Dublin domiciled UCITS fund platform featuring a number of best-of-breed fund managers. Kepler Partners is a corporate advisory and asset raising boutique specialising in the regulated funds market in Europe and investment trusts in the UK.