Overview
The GMO Resource Transition Fund seeks to generate total return by investing primarily in equities of companies in the resource transition sector. The Fund’s benchmark is the MSCI ACWI Commodity Producers ex-Energy Index.
GMO’s Focused Equity team believes that global population growth, the industrialization of emerging markets, and the clean energy transition will increase global demand for natural resources and that, given their finite supply, the prices of these resources will increase over time. The Fund seeks to invest in the securities of companies that we believe will benefit from – and avoid companies we believe will be adversely affected by – this expected long-term rise in natural resource prices as well as the increasing demand for clean energy.
Facts
Performance
Documents
Downloads
Commentary & Attribution
Investor Information
| Semi-Annual Financial Statements and Other Information | Download | |
| Semi-Annual Report | Download | |
| NAVs and Distributions | Download | |
| Download All | Download |
Risks
Risks associated with investing in the Fund may include: (1) Focused Investment Risk: The Fund invests its assets in the securities of a limited number of issuers, and a decline in the market price of a particular security held by the Fund may affect the Fund's performance more than if the Fund invested in the securities of a larger number of issuers. (2) Commodities Risk: Commodity prices can be extremely volatile, and exposure to commodities can cause the value of the Fund's shares to decline or fluctuate more than if the Fund had a broader range of investments. (3) Management and Operational Risk: The risk that GMO's investment techniques will fail to produce desired results, including annualized returns and annualized volatility.For a more complete discussion of these risks and others, please consult the Fund's Prospectus.
Disclosures
An investor should consider the fund’s investment objectives, risks, charges and expenses before investing. This and other important information can be found in the fund’s prospectus. Read the prospectus carefully before investing. Please see prospectus above.
The GMO Trust funds are distributed in the United States by Funds Distributor LLC. GMO and Funds Distributor LLC are not affiliated.