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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.


Mutual Funds – GMO Trust

GMO Trust Mutual Funds are intended for use primarily by institutional investors.

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 how to purchase shares of a GMO Trust Mutual Fund, contact the GMO Shareholder Services team at SHS@gmo.com or +1.617.346.7646 – or contact your broker or agent.

Mutual Fund literature is available for specific Funds within Investment Capabilities or in the Document Library.

Read the Prospectus carefully before investing.


Mutual Funds – GMO Series Trust

GMO Series Trust Mutual Funds are intended for use by intermediaries, such as RIAs, private banks, retirement plan sponsors, and third party industry platforms.

Plan Administrators and Intermediaries
The minimum initial investment size in our GMO Series Trust Mutual Funds is $10 million for plan administrators and financial intermediaries at the omnibus level. That amount may be modified at GMO’s discretion.

For inquiries, plan administrators and financial intermediaries should contact GMO at dcops@gmo.com or +1.877.466.7778.

Individual Investors
There is no minimum initial investment size in our GMO Series Trust Mutual Funds for individual investors purchasing shares through an intermediary.

Plan participants and other investors who invest through a financial intermediary should contact your plan administrator or other financial intermediary for information.

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 your GMO relationship manager 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 your GMO relationship manager for more information.