GMO US Flexible Equities VI
The investment seeks total return in excess of its benchmark, the Russell 3000 Index.
Under normal circumstances, the fund invests directly and indirectly at least 80% of its assets in equity investments tied economically to the U.S. (the "Name Policy"). In addition, it may invest up to 20% of its net assets in any type of securities, including non-U.S. securities. The term "equity investments" refers to direct and indirect investments in common stocks and other stock-related securities, such as preferred stocks, convertible securities, depositary receipts, exchange-traded equity REITs, and income trusts. The fund is non-diversified.