Overview

The GMO Climate Change Select Investment Fund seeks to generate high total return. The Fund measures its performance against the MSCI All Country World Index for performance comparison purposes. GMO’s Focused Equity team believes that climate change is having a dramatic impact on the world and significant investments are (and will be) needed to head off its effects. Using a disciplined, value-oriented approach, the Fund seeks to invest in companies that are positioned to benefit from climate change mitigation or adaptation efforts. The Fund excludes companies with Environmental, Social, and Governance (ESG) controversies.

Facts

Doc Table
Fund Inception Date February 25, 2022
Fund Total Assets as of 31/3/2024 $113mm USD

USD Class D

SEDOL 089M502
ISIN IE00089M5026

Performance

Documents

Literature

Exclusion List Download
Fact Sheet Download
Prospectus Download
Prospectus - Supplement Download
KIID - CHF Download
KIID - EUR Download
KIID - GBP Download
KIID - NOK Download
KIID - USD Download
PRIIP - EUR Download
PRIIP - NOK Download
PRIIP - USD Download
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Downloads

Performance Download
Portfolio Composition Download
Segment Weights Download
Top Holdings Download
Holdings Download
Holdings - Public Download
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Commentary & Attribution

Commentary Quarterly Download
Attribution - Monthly Download
Attribution - Quarterly Download
Attribution - YTD Download
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Investor Information

Annual Report Download
Semiannual Report Download
NAVs and Distributions Download
Fair Value Hierarchy - As of 30/09/23 Download
Fair Value Hierarchy - As of 31/03/23 Download
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Risks

Risks associated with investing in the Fund may include Investment Risk, Management and Operational Risk, New Fund Risk, Market Risk - Equities, and Currency Risk. For a more complete discussion of these risks and others, please consult the Fund's Prospectus.

Disclosures

The making available of any document on this website does not constitute a promotion, offer or sale of any securities, financial instruments, or other financial products to the public in or into any jurisdiction where such promotion, offer or sale is prohibited or to any person or class of person to whom such securities or financial instruments may not be lawfully promoted, offered or sold. You should not rely on any document on this website in making any decision to engage in investment activity without seeking further information from GMO to enable GMO to determine whether you may be eligible to receive such further information or purchase or subscribe for any securities or other financial instruments.