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Strategic Short-Term Fund

  • Vehicle Mutual Fund
  • Asset Class Fixed Income

Overview

The GMO Strategic Short-Term Fund seeks total return in excess of that of the FTSE 3-Month Treasury Bill Index consistent with capital preservation and daily liquidity. U.S.-dollar denominated with ultra-short duration, the Fund seeks to outperform cash investments with low volatility, offering an alternative approach for money market investors who seek additional return over money market funds while maintaining capital preservation, daily liquidity, and low interest rate risk.

GMO’s Short Duration Strategies team looks for relative value opportunities in U.S. and non-U.S. government bonds and agencies (currency-hedged). We use a bottom-up trading strategy to construct a portfolio of high quality securities that seek to meet our safety, liquidity, and return objectives. 

Facts

Performance

Management

Keenan_Tracey

Tracey Keenan

Head of Short Duration Strategies

Ms. Keenan is the portfolio manager of GMO’s cash strategies and fixed income team lead for GMO’s trading team. Previously at GMO, she was a member of the Fixed Income team, focusing on trading FX, EM and Domestic repo, and government bonds. Prior to joining GMO in 2002, she was a Fixed Income Trader at Standish Mellon. Ms. Keenan earned her B.A. in Political Science from Stonehill College and her M.B.A. in Finance from Suffolk University.

Documents

Literature

Prospectus
Summary Prospectus
Statement of Additional Information
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Commentary & Attribution

Attribution - Quarterly
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Risks

Risks associated with investing in the Fund may include: (1) Market Risk - Fixed Income: The market price of a fixed income security can decline due to market-related factors, primarily rising interest rates. (2) Credit Risk: The risk that the issuer or guarantor of a fixed income investment or the obligor of an obligation underlying an asset-backed security will be unable or unwilling to satisfy its obligation to pay principal and interest or otherwise to honor its obligations in a timely manner. (3) Large Shareholder Risk: To the extent that a large number of Fund shares is held by a single shareholder or a group of shareholders with a common investment strategy, the Fund is subject to the risk that a redemption by those shareholders of all or a large portion of their Fund shares will require the Fund to sell securities at disadvantageous prices or otherwise disrupt the Fund's operations. For a more complete discussion of these risks and others, please consult the Fund's prospectus.

Disclosures

An investor should consider the fund’s investment objectives, risks, charges and expenses before investing. This and other important information can be found in the fund’s prospectus. Read the prospectus carefully before investing. Please see prospectus above.

The GMO Trust funds are distributed in the United States by Funds Distributor LLC. GMO and Funds Distributor LLC are not affiliated.

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