GMO offers Mutual Funds to investors who meet minimum investment size requirements that are generally $5 million. Please read the below information about investing in a GMO Mutual Fund.
The required minimum investment size is generally $5 million for an Institutional investor to invest in the GMO Trust Mutual Funds. Eligibility to purchase shares of Share Classes II, III, IV, V, and VI of our Mutual Funds is described fully in the GMO Trust Prospectus.
Share Class I of the GMO Trust Mutual Funds is intended for use primarily by intermediaries, such as RIAs, private banks, and third-party industry platforms.
Share Class R6 of the GMO Trust Mutual Funds is intended for use primarily by retirement plan sponsors.
The required minimum investment size is generally $5 million for an Individual investor to invest in the GMO Trust Mutual Funds. If you do not meet this minimum investment size requirement and would like to access GMO’s investment views, please contact your financial advisor or Allspring Global, with whom GMO has a sub-advisory relationship.
If you are an Institutional or Individual investor who meets our $5 million minimum investment criteria and you have questions about how to purchase shares of a GMO Trust Mutual Fund, contact the GMO Shareholder Services team at SHS@gmo.com or +1.617.346.7646.
If you are a Plan Administrator or Intermediary who is interested in discussing GMO’s Mutual Fund offerings, contact us for more information.
GMO Trust Mutual Fund literature is available for specific Funds within Investment Capabilities or in the Document Library.
Read the Prospectus carefully before investing.
Separately Managed Accounts
GMO offers separately managed accounts to investors who meet minimum investment size guidelines that vary by investment Strategy and range from $25 million to $500 million.
Please contact us or contact your GMO relationship manager for more information or for additional options if you do not meet the SMA minimum.
GMO offers private funds only to accredited investors and, in most cases, qualified purchasers.
Please contact us or contact your GMO relationship manager for more information.