Overview
The GMO Horizons Investment Fund is a global portfolio reflecting the view that the world economy is transitioning to a lower carbon future, and that this process will create opportunities for investors to seek excess returns. The Fund seeks to capture these opportunities and mitigate related risks through reduced total emissions intensity (direct and indirect) and significant exposure to impactful climate solutions, while controlling for exposure to Environmental, Social, and Governance (ESG) risks.
The GMO Horizons Investment Fund is a fully systematic and diversified solution that provides:
- Materially lower total emissions than the MSCI ACWI ex-Fossil Fuels Index as measured using scope 1 emissions and GMO’s proprietary Indirect Emissions model, which estimates the indirect emissions embodied in end-to-end company value chains
- High levels of exposure to companies where revenue is derived from selling green products and services
- ESG risk mitigation via better ESG characteristics than the benchmark
Facts
Performance
Documents
Literature
Downloads
Commentary & Attribution
Investor Information
| Annual Report | Download | |
| NAVs and Distributions | Download | |
| Fair Value Hierarchy - As of 30/09/24 | 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) Management and Operational Risk: The risk that GMO's investment techniques will fail to produce desired results, including annualized returns and annualized volatility. (3) Market Disruption and Geopolitical Risk: Geopolitical and other events (e.g., wars, pandemics, sanctions, terrorism) often disrupt securities markets and adversely affect the general economy or particular economies and markets. Those events, as well as other changes in non-U.S. and U.S. economic and political conditions, could exacerbate other risks or otherwise reduce the value of the Fund’s investmentsFor 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