GMO Trust - GMO SGM Major Markets Fund
GSMJX
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- GMO Trust is a diversified open-end management investment company registered under the Investment Company Act of 1940 that offers a range of actively managed mutual funds focused on long-term capital appreciation, total return, and risk-managed investment strategies across global asset classes. The firm serves institutional investors, financial intermediaries, and high-net-worth individuals through products including the GMO SGM Major Markets Fund (ticker: GSMJX), which seeks long-term total return through long and short positions in global equity, bond, currency, and commodity markets using exchange-traded futures, forward currency contracts, swaps on commodity indices, index options, and direct investments in equities and bonds; the GMO Systematic Global Macro Trust, employing systematic models for tactical asset allocation in equity, bond, commodity, and currency futures; the GMO Quality Trust, targeting high-quality equities with strong return on capital and shareholder returns via dividends or buybacks; the GMO Benchmark-Free Allocation Fund; the GMO Climate Change Fund; and the GMO Alternative Allocation Fund, among others. Funds emphasize proprietary quantitative models, low-correlation profiles with annualized volatility targets of 6-10%, and diversified exposure to developed and emerging markets worldwide. Headquartered in Boston, Massachusetts, GMO Trust traces its origins to GMO LLC (Grantham, Mayo, Van Otterloo & Co. LLC), founded in 1977 as a value-oriented money management firm that has grown into a global asset manager with over $100 billion in worldwide assets under management as of mid-2025, operating offices in London, Amsterdam, Tokyo, Singapore, Sydney, and San Francisco. The Trust's strategies target sophisticated investors seeking alternatives to traditional benchmarks, with geographic operations spanning North America, Europe, Asia-Pacific, and emerging markets through multi-currency denominated holdings and derivatives. GMO Trust functions independently within the GMO affiliate structure, with no disclosed parent-subsidiary relationships beyond shared advisory oversight by GMO LLC affiliates. In recent developments, GMO Trust filed a Second Amended and Restated Application for Exemptive Relief with the U.S. Securities and Exchange Commission in June 2025 to expand its product offerings and operational flexibility. The firm launched the GMO Dynamic Allocation ETF (ticker: GMOD) in 2025, marking the first ETF packaging of its proprietary asset allocation approach for broader retail access. Additionally, GMO supplemented its Statement of Additional Information in September 2025 to reflect the election of Enrique Chang as a new Trustee, enhancing governance amid ongoing portfolio expansions in climate-focused and alternative strategies.