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How to Invest

Please refer to the information below about how to invest with GMO

If you would like more information, please contact us or contact your GMO relationship manager.


Australian Trusts

Wholesale investors may purchase units in GMO’s Australian Trusts directly. Wholesale investors can invest by completing the Application Form within the appropriate Information Memorandum below.

Existing wholesale investors in GMO's Australian Trusts can make one-time additional investments or redemptions by completing the forms below:

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.

The minimum initial investment size in the Trusts is A$500,000. That amount may be modified at GMO’s discretion.

If you need help, please contact the GMO Client Service team at +61.2.8274.9900.
For more literature about our Australian Trusts, visit our Funds page or Document Library.

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

AMP North BT Wrap Netwealth Uxchange
ANZ OneAnswer HUB24 OpenInvest  
Asgard IOOF Powerwrap  
BT Panorama MLC Navigator Praemium  

Fund Ratings

Organisation Fund Rating
Zenith

GMO Systematic Global Macro Trust – Class B (GMO0006AU)

GMO SGM Major Markets Trust (GMO0014AU)

Recommended*

Recommended**

Lonsec GMO SGM Major Markets Trust (GMO0014AU) Rated***

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.

* 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
**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
*** 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: http://www.lonsecresearch.com.au/research-solutions/our-ratings