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

Latest Meeting Note

Meeting Note 06 Nov 2017

Run by the firm’s Asset Allocation team, the GMO Global Real Return (UCTIS) Fund (GRRUF) was launched in 2011 as the UCITS compliant version of their flagship ‘Benchmark-Free Allocation Strategy’, which has operated in US Mutual format s... Read more

Run by the firm’s Asset Allocation team, the GMO Global Real Return (UCTIS) Fund (GRRUF) was launched in 2011 as the UCITS compliant version of their flagship ‘Benchmark-Free Allocation Strategy’, which has operated in US Mutual format since 2003. Since then, the strategy has generated significant real returns to investors through a disciplined, valuation-based approach to asset allocation. Harnessing the output from GMO’s 7-year asset class forecasts, the fund allocates dynamically across equities, fixed income, cash and other inhouse absolute return strategies. Given the extensive experience of the team and the impressive long-term performance, we award the fund a full five-star rating.

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.2 0.3 0.0 0.6 0.8 0.6 0.6 0.8 0.5 0.9 0.2 0.9 0.8
2022 0.7 0.3 0.1 0.6 0.9 0.5 0.5 0.6 0.8 0.5 0.5 0.2 0.6

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