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GMO Global Equity Allocation Series Fund;R6

Ranked 742 out of 3213 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Ben Inker

Objective

The Fund seeks total return greater than of its benchmark, the MSCI ACWI Index. The Fund substantially invests all of its asset in GMO Global Equity Allocation Fund ("GEAF"), which invests primarily in shares of other funds managed by GMO. Therefore, the investment objective and principal strategies are similar to GEAF.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.1% 4.9% 5.0%
2016 7.8% 1.8% 0.4% 5.4% 0.0%
2015 -7.4% 2.5% 0.5% -12.5% 2.8%
2014 -1.1% 2.0% 4.7% -5.1% -2.3%
2013 20.9% 5.7% -0.1% 6.8% 7.3%
2012 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date04/09/2012
  • Share Class size06Mn
  • Base currencyUSD
  • ISIN US3801314580

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).