MR-AD-JP at table

Document Library

Multi-Asset Class

Global Allocation Absolute Return Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Annual Letter
Market Review
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

Benchmark-Free Allocation Strategy

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Monthly
Commentary - Quarterly
Commentary - Annual
Annual Letter
Market Review
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

Tax-Managed Benchmark-Free Strategy

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Market Review
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

Real Return Global Balanced Asset Allocation Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Annual Letter
Market Review
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

Global Asset Allocation Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Annual Letter
Market Review
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

Equities

Global All Country Equity Allocation Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Preliminary Performance
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Annual Letter
Market Review
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

Global Developed Equity Allocation Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Monthly
Commentary - Quarterly
Commentary - Annual
Annual Letter
Market Review
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

Global Equity Extension Strategy

Downloads

Performance
Download All

Quality Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Monthly
Commentary - Quarterly
Commentary - Annual
Annual Letter
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

Climate Change Strategy

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Segment Weights
Top Holdings
Download All

Commentary & Attribution

Commentary - Monthly
Commentary - Quarterly
Commentary - Annual
Annual Letter
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

Resources Strategy

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Segment Weights
Download All

Commentary & Attribution

Commentary - Monthly
Commentary - Quarterly
Commentary - Annual
Annual Letter
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

International All Country Equity Allocation Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Annual Letter
Market Review
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

International Developed Equity Allocation Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Annual Letter
Market Review
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

International Equity Strategy

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Annual Letter
Market Review
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

Tax-Managed International Equities Strategy

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Annual Letter
Market Review
Download All

International Small Companies Strategy

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

U.S. Equity Strategy

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Annual Letter
Market Review
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

Emerging Markets Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Monthly
Commentary - Quarterly
Commentary - Annual
Annual Letter
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

Emerging Domestic Opportunities Strategy

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Monthly
Commentary - Quarterly
Commentary - Annual
Annual Letter
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

Fixed Income

Global Bond Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Attribution - Quarterly
Attribution - YTD
Download All

Core Plus Bond Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Attribution - Quarterly
Attribution - YTD
Download All

Opportunistic Income Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Download All

High Yield Strategy

Literature

GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Strategic Short-Term Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Alternatives

Mean Reversion Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Download All

Systematic Global Macro Strategy

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Monthly
Commentary - Quarterly
Commentary - Annual
Annual Letter
Attribution - Monthly
Download All

Systematic Global Macro Major Markets Strategy

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Monthly
Commentary - Quarterly
Commentary - Annual
Annual Letter
Attribution - Monthly
Download All

Tactical Opportunities Strategy

Literature

Fact Sheet
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Attribution - Monthly
Attribution - Quarterly
Attribution - YTD
Download All

Event-Driven Strategy

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Annual Letter
Download All

Global Equity Market Neutral Strategy

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Monthly
Annual Letter
Download All

Liquid Equity Market Neutral Strategy

Literature

Product Primer
Download All

Risk Premium Strategy

Literature

Fact Sheet
Product Primer
GIPS Compliant Presentation
GIPS Composite Descriptions
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Download All

Fixed Income Absolute Return Strategy

Literature

GIPS Compliant Presentation
Download All

Downloads

Performance
Portfolio Composition
Download All

Commentary & Attribution

Commentary - Quarterly
Commentary - Annual
Annual Letter
Download All

Disclosures

An investor should consider the fund’s investment objectives, risks, charges and expenses before investing. This and other important information can be found in the fund’s prospectus. Read the prospectus carefully before investing. See prospectus above.

Each GMO Series Trust Fund is a feeder fund investing substantially all of its assets in shares of a corresponding GMO Trust Fund (i.e., a master fund). Under the master-feeder structure, each GMO Series Trust Fund's sole portfolio holding, other than cash, is shares of the corresponding GMO Trust Fund.

The GMO Trust and Series Trust funds are distributed in the United States by Funds Distributor LLC. GMO and Funds Distributor LLC are not affiliated.