The GMO Global Equity Allocation Investment Fund seeks to generate total return.

The philosophy that underlies all of GMO’s Asset Allocation investment strategies is the belief that, at times and in the short term, the pricing of asset classes can deviate from true intrinsic value, but mean reverts to appropriate valuation levels over the long term. Using GMO’s 7-Year Asset Class Forecasts, the Fund seeks to allocate to areas of the global equity markets we believe are most attractively valued. Our approach combines the best of GMO’s top-down Asset Allocation views and bottom-up equity research to identify mispricings at both the asset class and individual security levels. The Fund allocates to equity strategies that are actively managed by other GMO investment teams with expertise and experience in security selection within their respective markets.


Doc Table
Fund Inception Date February 7, 2002
Fund Total Assets as of 29/02/2024 $90mm USD

GBP Class E





Fact Sheet Download
Memorandum of Association of GMO Funds Plc Download
Prospectus Download
Prospectus Supplements Download
KIIDs - EUR Download
KIIDs - GBP Download
KIIDs - USD Download
PRIIP - AUD Download
PRIIP - CHF Download
PRIIP - EUR Download
PRIIP - GBP Download
PRIIP - USD Download
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Performance Download
Portfolio Composition Download
Holdings Download
Industry Exposure Download
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Commentary & Attribution

Commentary Quarterly Download
Market Review 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 associated with investing in the Fund may include Market Risk - Equities, Management and Operational Risk, Non-U.S. Investment Risk, Derivatives and Short Sales Risk, and Small Company Risk. For a more complete discussion of these risks and others, please consult the Fund's prospectus.


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.