Fund info

The GMO Benchmark-Free Allocation Fund Class III is a multi-asset mutual fund designed to generate positive total returns by dynamically allocating across a diverse range of global asset classes. Unlike traditional funds bound to specific benchmarks, this fund operates without benchmark constraints, enabling its management team to seek the most compelling opportunities across equities, fixed income, and alternative investments. The fund’s strategy is built upon GMO’s proprietary long-term asset class forecasts, emphasizing a value-driven, contrarian investment philosophy. Its objective is to achieve annualized returns of 5% above the Consumer Price Index, with anticipated annualized volatility between 5% and 10% over a full market cycle. As a fund of funds, it primarily invests in a mix of underlying strategies and securities, including U.S. Treasury notes and other government securities. Managed by a seasoned team, the fund plays a distinctive role in the global allocation category, aiming to outperform standard stock and bond portfolios through opportunistic, research-driven asset selection and careful risk management.