The GMO Climate Change Trust seeks to deliver high total return by investing primarily in equities of companies GMO believes are positioned to benefit, directly or indirectly, from efforts to curb or mitigate the long-term effects of global climate change, to address the environmental challenges presented by global climate change, or to improve the efficiency of resource consumption.
Quarterly Update | Video
4Q 2022 Strategy Review
In the latest quarterly update, GMO’s Focused Equity team reviews Strategy performance over the prior quarter, current positioning, and our outlook moving forward.
GMO's Climate Change Strategy
|GMO Trust Additional Investment Form||Download|
|GMO Trust Redemption Form||Download|
|Information Memorandum for Wholesale Investors||Download|
|Product Disclosure Statements for Non-Wholesale Investors||Download|
|CRS Self Certification Form for Entities||Download|
|CRS Self Certification Form for Individuals||Download|
|Statement of Additional Information||Download|
Commentary & Attribution
|NAVs and Distributions||Download|
|Target Market Determination||Download|
Risks associated with investing in the Trust are as follows: (1) Focused Investment Risk: Because the Trust focuses its investments in securities of companies involved in climate change-related industries, the Trust will be more susceptible to events or factors affecting these companies, and the market prices of its portfolio securities may be more volatile than those of trusts that are more diversified. (2) Market Risk - Equities: The market price of an equity may decline due to factors affecting the issuer or its industry or the economy and equity markets generally. Declines in stock market prices generally are likely to reduce the net asset value of the Trust's shares. (3) Management and Operational Risk: The Trust runs the risk that GMO's investment techniques will fail to produce desired results. For a more complete discussion of these risks and others, please consult the Trusts Information Memorandum or Product Disclosure Statement.
The GMO Australia Trusts (the "Trusts") are issued by GMO Australia Limited ABN 30 071 502 639, AFS Licence No. 236 656. The Trusts accept investments from wholesale investors only. Retail investors are not able to directly invest in the Trusts but may be able to gain exposure to some of the Trusts by investing with certain investor directed portfolio services, master trusts, wrap accounts or custodians ("Services"). GMO Australia Limited, GMO LLC, and their affiliates, do not guarantee the performance of any Trust or the repayment of an investor's capital.
This information is of a general nature only and is not advice. It does not take into account the objectives, financial situation or needs of any specific investor. The offer to invest in a Trust for wholesale investors is contained in the current Information Memorandum. A Product Disclosure Statement ("PDS") may be available for some of the Trusts and is solely for use by retail investors gaining exposure to a Trust through a Service. The Information Memorandum and PDS (if available) may be accessed from this website. Investors should read the Information Memorandum or PDS, consider their own circumstances, and obtain their own advice before making an investment decision.
Unit holder Communications
From time-to-time GMO will send you:
• Notices in relation to meetings of the members of a GMO Australian trust;
• Statutory reports (including the annual report), (together, “Unit holder Communications”).
GMO will send you Unit holder Communications electronically where you have provided us with an email address, unless you have specifically elected or requested otherwise. We therefore encourage you to provide us with your email address so we can communicate with you electronically when Unit holder Communications become available. Please note, we are required to advise you that you can elect (on a standing basis) to receive some or all of your Unit holder Communications in physical or electronic form or to not receive certain Unit holder Communications such as the annual report. You may also request on an ad hoc basis to receive a particular Unit holder Communication in physical or electronic form.
Please contact GMO Australia’s Client Relations team (email@example.com) with any questions or to change your election.