GMO Trust Funds


    Funds Group: GMO Trust Funds
    Management Company: 
    Mayo, Van Otterloo & Co. LLC

    Funds Affected: GMO Climate Change Series Fund

    Principal Sustainable Investment Management Strategy: Thematic Investing


    GMO seeks to achieve the fund’s investment objective by investing primarily in equities of companies the advisor believes are positioned to directly or indirectly benefit 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.

    The fund has a fundamental policy to concentrate its investments in climate change-related industries. The fund considers “climate change-related industries” to include clean energy, batteries and storage, electric grid, energy efficiency, recycling and pollution control, agriculture, water, and businesses that service such industries.