0001193125-24-171755.txt : 20240628 0001193125-24-171755.hdr.sgml : 20240628 20240628105852 ACCESSION NUMBER: 0001193125-24-171755 CONFORMED SUBMISSION TYPE: 497K PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240628 DATE AS OF CHANGE: 20240628 EFFECTIVENESS DATE: 20240628 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: 241082575 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 S000065871 GMO U.S. Small Cap Value Fund C000212810 Class VI GCAVX C000212811 Class V C000212812 Class I C000212813 Class IV C000212814 Class III C000212815 Class R6 497K 1 d856444d497k.htm GMO TRUST GMO TRUST

GMO TRUST

GMO U.S. Small Cap Value Fund

Supplement dated June 30, 2024 to the

Summary Prospectus dated June 30, 2024

Until December 31, 2024, the section appearing on page 4 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 Team 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    George Sakoulis (since March 2024)    Head, Systematic Equity Team, GMO.
Systematic Equity    Warren Chiang (since March 2024)    Portfolio Manager, Systematic Equity Team, GMO.
Systematic Equity    Simon Harris (since the Fund’s inception in 2019)    Portfolio Manager, Systematic Equity Team, GMO.