Overview
This Fund is currently closed to new investments.
The GMO Emerging Markets Equity Fund seeks to generate total return in excess of that of its benchmark, the MSCI Emerging Markets Index. The Fund is distinguished by an emphasis on both top-down country-sector allocation and value.
GMO believes that getting macroeconomic perspectives right in emerging equity markets is most important and that value wins over the long term. The team applies both quantitative and fundamental insights to evaluate countries, sectors, and stocks, using an investment process focused on value and also informed by quality and sentiment inputs.
Facts
Performance
Documents
Literature
| Prospectus Supplement | Download | |
| KIIDs | Download | |
| PRIIPs | Download | |
| Download All | Download |
Investor Information
| Semiannual Report | Download | |
| Fair Value Hierarchy - As of 31/03/24 | Download | |
| Download All | Download |
Risks
Risks associated with investing in the Fund may include: (1) Market Risk - Equities: The market price of equities may decline due to factors affecting the issuer, its industries, or the economy and equity markets generally. Declines in stock market prices generally are likely to reduce the net asset value of the Fund's shares. (2) Non-U.S. Investment Risk: The market prices of many non-U.S. securities (particularly of companies tied economically to emerging countries) fluctuate more than those of U.S. securities. Many non-U.S. markets (particularly emerging markets) are less stable, smaller, less liquid, and less regulated than U.S. markets, and the cost of trading in those markets often is higher than it is in U.S. markets. (3) Currency Risk: Fluctuations in exchange rates can adversely affect the market value of the Fund's non-U.S. currency holdings and investments denominated in non-U.S. currencies. For a more complete discussion of these risks and others, please consult the Fund's Prospectus.
Disclosures
The making available of any document on this website does not constitute a promotion, offer or sale of any securities, financial instruments, or other financial products to the public in or into any jurisdiction where such promotion, offer or sale is prohibited or to any person or class of person to whom such securities or financial instruments may not be lawfully promoted, offered or sold. You should not rely on any document on this website in making any decision to engage in investment activity without seeking further information from GMO to enable GMO to determine whether you may be eligible to receive such further information or purchase or subscribe for any securities or other financial instruments.
This product is based overseas and is not subject to the UK sustainable investment labelling and disclosure requirements. Please refer to the UK Financial Conduct Authority webpage for more information: https://www.fca.org.uk/consumers/sustainable-investment-labels-greenwashing