How to Invest

Australian Trusts

Wholesale investors

Wholesale investors may purchase units in GMO’s Australian Trusts directly. Wholesale investors can invest by clicking on the Apply Online button or by completing the Application Form within the appropriate Information Memorandum.

The GMO Australia Trusts are only available to wholesale investors. The minimum initial investment size in the Trusts is $500,000. That amount may be modified at GMO’s discretion (including upon submission of an accountant’s certificate demonstrating a minimum level of assets and income). Please refer to the Additional Investor Information below.

Apply Online

Fund

APIR Code

Information Memorandum
GMO Systematic Global Macro Trust GMO0006AU GMO Systematic Global Macro Trust Information Memorandum PDF
GMO SGM Major Markets Trust GMO0014AU GMO SGM Major Markets Trust Information Memorandum PDF
GMO Quality Trust GMO1447AU GMO Quality Trust Information Memorandum PDF
GMO Climate Change Trust GMO1979AU
GMO Multi-Asset Trust GMO7827AU
Additional Investor Information 
  • Investors must successfully complete know-your-clients checks under anti-money laundering regulations before their applications will be accepted. This will be confirmed at the end of the application process. 
  • If an application and cleared application monies are received by GMO Australia before 12pm, applications will be processed using the unit price as at the close of business on that day. 
  • Read the Information Memorandum and the accompanying Statement of Additional Information for the relevant fund.
  • Speak to your financial adviser before making an investment decision.
  • If you have any questions, please contact our Client Services Team on sydcst@gmo.com or (02) 8274 9900.

Existing Investors

Existing investors can make a new initial investment into another GMO fund by clicking on the Apply Online button or by completing the Application Form within the appropriate Information Memorandum. If you are an existing investor and wish to make an additional investment to an existing holding, please complete the Additional Investment Form. For redemptions, please use the Redemption Form.

Other Investors

Other investors may gain exposure to GMO’s Australian Trusts by investing through certain platforms. To invest, please refer to the Product Disclosure Statements and contact a relevant platform from the list below.

For more literature about our Australian Trusts, visit our Australian Trusts & Funds page or Document Library.

Platforms

The GMO Climate Change Trust, GMO Quality Trust, GMO Systematic Global Macro Trust, and GMO SGM Major Markets Trust are available for investment on the following platforms. Contact the platform directly for further details.

AMP North1 BT Wrap1 MLC Navigator1 Praemium1,3,4
ANZ OneAnswer1 HUB241,2,3,4 Netwealth1,2,3,4 Uxchange2
Asgard1 IOOF1 OpenInvest1  
BT Panorama1 Macquarie1,2,3 Powerwrap1,4  

Key
1 GMO Systematic Global Macro Trust
2 GMO SGM Major Markets Trust
3 GMO Quality Trust
4 GMO Climate Change Trust

Fund Ratings

Organisation

Fund

Rating
Zenith

GMO Systematic Global Macro Trust – Class B (GMO0006AU)

GMO SGM Major Markets Trust (GMO0014AU)

GMO Quality Trust (GMO1447AU)

GMO Climate Change Trust (GMO1979AU)

Recommended6

Recommended7

Recommended8

Recommended9
Lonsec GMO SGM Major Markets Trust (GMO0014AU) Rated10
Target Market Determination

These Target Market Determination (TMD) documents are required under section 994B of the Corporations Act 2001 (Cth) (the Act). It sets out the class of consumers for whom the product, including its key attributes, would likely be consistent with their likely objectives, financial situation and needs. In addition, the TMD outlines the triggers to review the target market and certain other information. It forms part of GMO Australia Limited’s design and distribution arrangements for the product.

Please refer to the Target Market Determination documents below.

UCITS

The minimum initial investment size in GMO UCITS is generally $5 million USD (or currency equivalent). That amount may be modified at GMO’s discretion.

For inquiries about investing in GMO UCITS, please contact us or contact the GMO Client Service team at +61.2.8274.9900.

UCITS literature is available for specific funds within Investment Capabilities or in the Document Library.

IRISH ALTERNATIVE INVESTMENT FUNDS

The GMO Irish Alternative Investment Funds are available to investors within certain European Economic Area countries, Switzerland, and the United Kingdom. Investors in other countries may be eligible to invest on a case-by-case basis. The minimum initial investment size is generally $5 million USD (or currency equivalent). That amount may be modified at GMO’s discretion.

For inquiries about investing in GMO Alternative Investment Funds, please contact us or contact the GMO Client Service team at +61.2.8274.9900.

Relevant fund literature is available for specific funds within Investment Capabilities or in the Document Library.

U.S. MUTUAL FUNDS

The minimum initial investment size in our GMO Trust Mutual Funds is $5 million. That amount may be modified at GMO’s discretion.

For inquiries about investing in GMO Trust Mutual Funds, please contact us or contact the GMO Client Service team at +61.2.8274.9900.

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 the GMO Client Service team at +61.2.8274.9900 for more information.

ADDITIONAL INVESTMENT VEHICLES

GMO offers additional investment vehicles only to accredited investors and, in most cases, qualified purchasers.

Please contact us or contact the GMO Client Service team at +61.2.8274.9900 for more information.

6 The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (GMO0006AU assigned 30 January 2020) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at www.zenithpartners.com.au/RegulatoryGuidelines
7 The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (GMO0014AU assigned 30 January 2020) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at www.zenithpartners.com.au/RegulatoryGuidelines
8 The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (GMO1447AU assigned 6 October 2020) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at www.zenithpartners.com.au/RegulatoryGuidelines
9 The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (GMO1979AU assigned 7 October 2021) referred to in this document is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at www.zenithpartners.com.au/RegulatoryGuidelines
10 The Lonsec ratings for GMO SGM Major Markets Trust APIR Code GMO0014AU presented in this document are published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Ratings are limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold GMO Australia Limited product(s), and you should seek independent financial advice before investing in this product(s). The Ratings are subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: https://www.lonsec.com.au/