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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | 0.5 | 0.6 | 0.6 | 0.3 | 0.5 | 0.4 | 0.8 | 0.1 | 0.8 | 0.7 | 0.3 | 0.4 | 0.1 | |
| 2020 | 0.1 | 0.2 | 0.7 | 0.4 | 0.0 | 0.7 | 0.7 | 0.3 | 1.0 | 0.5 | 1.0 | 0.9 | 0.3 |
