0001104659-24-005476.txt : 20240122 0001104659-24-005476.hdr.sgml : 20240122 20240122111949 ACCESSION NUMBER: 0001104659-24-005476 CONFORMED SUBMISSION TYPE: 497K PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240122 DATE AS OF CHANGE: 20240122 EFFECTIVENESS DATE: 20240122 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GMO TRUST CENTRAL INDEX KEY: 0000772129 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: 497K SEC ACT: 1933 Act SEC FILE NUMBER: 002-98772 FILM NUMBER: 24547501 BUSINESS ADDRESS: STREET 1: 53 STATE STREET STREET 2: FLOOR 33 CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 6173467646 MAIL ADDRESS: STREET 1: 53 STATE STREET STREET 2: FLOOR 33 CITY: BOSTON STATE: MA ZIP: 02109 FORMER COMPANY: FORMER CONFORMED NAME: GMO CORE TRUST DATE OF NAME CHANGE: 19900927 0000772129 S000079720 GMO U.S. Opportunistic Value Fund C000241007 Class III PPADX C000241008 Class IV GUSOX C000241009 Class R6 PPAJX C000241010 Class V C000241011 Class VI UUOAX C000241012 Class I PPAEX 497K 1 tm243466d8_497k.htm 497K

 

GMO TRUST 

GMO U.S. Opportunistic Value Fund

 

Supplement dated January 22, 2024 to the 

Summary Prospectus, dated June 30, 2023

 

Effective March 31, 2024, the section appearing on page 3 of the Summary Prospectus captioned “Management of the Fund” is replaced in its entirety with the following:

 

Management of the Fund 

Investment Adviser: Grantham, Mayo, Van Otterloo & Co. LLC 

Investment Teams and Senior Members of GMO primarily responsible for portfolio management of the Fund:

 

Investment Team Senior Member (Length of Service with Fund) Title
Systematic Equity Simon Harris (since the Fund’s inception in 2022) Head, Systematic Equity Team, GMO.
Systematic Equity George Sakoulis (since March 2024) Portfolio Manager, Systematic Equity Team, GMO.
Systematic Equity Warren Chiang (since the Fund’s inception in 2022) Portfolio Manager, Systematic Equity Team, GMO.
Systematic Equity Tara Oliver (since the Fund’s inception in 2022) Portfolio Manager, Systematic Equity Team, GMO.
Systematic Equity John Thorndike (since the Fund’s inception in 2022) Portfolio Manager, Systematic Equity Team, GMO.