GMO Global Real Return UCITS Fund A GBP

The fund aims to achieve a return in excess of its benchmark, the OECD G7 Consumer Price Index, without seeking to track its benchmark and having discretion as to the investments it may make.

The fund may invest in a wide range of assets, including long and short positions in shares and related securities, debt securities, money market instruments, currencies, instruments relating to commodities indices, real estate investment trusts, and related derivatives. These assets may be located, listed, or traded anywhere in the world, may have any market capitalization, and may belong to any industry sector.

The fund may use derivatives extensively for investment purposes, risk reduction, and cost reduction. Additionally, the fund may invest in debt securities of any credit quality, including investment grade, non-investment grade, and unrated debt securities. The fund is actively managed, and the investment manager may change the factors considered and models used over time.

https://www.gmo.com/globalassets/documents---manually-loaded/documents/gmo-global-real-return-ucits-fund-eur-class-a_fact-sheet.pdf