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 |