GMO Trust Files DEFA14A with Fund Details

Gmo Trust DEFA14A Filing Summary
FieldDetail
CompanyGmo Trust
Form TypeDEFA14A
Filed DateAug 8, 2025
Risk Levellow
Pages4
Reading Time5 min
Sentimentneutral

Sentiment: neutral

Topics: proxy-statement, fund-filing, shareholder-meeting

TL;DR

GMO Trust dropped its DEFA14A, listing all its funds and share classes. Get your proxy info.

AI Summary

GMO Trust filed a DEFA14A on August 8, 2025, detailing its annual shareholder meeting information. The filing lists various GMO funds, including GMO U.S. Equity Fund, GMO Quality Fund, GMO International Equity Fund, GMO Emerging Markets Fund, GMO International Opportunistic Value Fund, GMO Multi-Sector Fixed Income Fund, and GMO Emerging Country Debt Fund. Specific share classes and ticker symbols for these funds are provided.

Why It Matters

This filing provides essential information for shareholders of GMO Trust funds regarding their annual meeting and the specific fund offerings available.

Risk Assessment

Risk Level: low — This is a routine annual filing (DEFA14A) providing information about shareholder meetings and fund details, not indicating any specific financial risks.

Key Players & Entities

  • GMO Trust (company) — Filer of the DEFA14A
  • GMO U.S. Equity Fund (company) — Fund offered by GMO Trust
  • GMO Quality Fund (company) — Fund offered by GMO Trust
  • GMO International Equity Fund (company) — Fund offered by GMO Trust
  • GMO Emerging Markets Fund (company) — Fund offered by GMO Trust
  • GMO International Opportunistic Value Fund (company) — Fund offered by GMO Trust
  • GMO Multi-Sector Fixed Income Fund (company) — Fund offered by GMO Trust
  • GMO Emerging Country Debt Fund (company) — Fund offered by GMO Trust

FAQ

What is the filing type and date?

The filing type is DEFA14A and it was filed on August 8, 2025.

What is the primary entity filing this document?

The primary entity filing this document is GMO Trust.

What is the business address of GMO Trust?

The business address of GMO Trust is 53 State Street, Floor 33, Boston, MA 02109.

Can you list some of the funds managed by GMO Trust mentioned in the filing?

The filing mentions GMO U.S. Equity Fund, GMO Quality Fund, GMO International Equity Fund, GMO Emerging Markets Fund, GMO International Opportunistic Value Fund, GMO Multi-Sector Fixed Income Fund, and GMO Emerging Country Debt Fund.

What is the fiscal year end for GMO Trust?

The fiscal year end for GMO Trust is August 31.

Filing Stats: 1,229 words · 5 min read · ~4 pages · Grade level 9.9 · Accepted 2025-08-08 09:52:40

Filing Documents

(b) per Exchange Act Rules 14a-6(i)(1) and 0-11

Item 25(b) per Exchange Act Rules 14a-6(i)(1) and 0-11 GMO trusT director election This document is provided to assist GMO relationship managers in answering questions during oral conversations with GMO Trust shareholders and their respective advisers, plan-level fiduciaries/representatives and consultants regarding the proposed nominees for Trustees submitted to shareholders of all GMO Trust funds. This communication is for internal use only. It should not be distributed in whole or in part to anyone outside of GMO. Summary Timeline July 24 Record date (determines shareholders eligible to vote) August 1 File Proxy Statement August 6-8 E-delivery of proxy statement August 12 Hard copy mailing September 8 Last day to submit proxy September 9 Shareholder meeting (virtual) (1) What is the reason for the election? The purpose of the election is to replace the Trust’s former Trustee and Chairman, Donald Glazer, who sadly passed away in the fall of 2024. (2) If the purpose of the election is to replace Mr. Glazer, why are all of the trustees up for election? The GMO Trust organizational documents suggest that all Trustees must be submitted for election by shareholders whenever there is a shareholder proxy for the election of trustees. Though not required by the Investment Company Act of 1940, the concept of putting all trustees up for election in this manner is not uncommon for mutual funds generally, which do not typically hold annual shareholder meetings. (3) How does the client vote via proxy? The client can submit their proxy in three different ways: By Internet : using the control number from the email/mailing, go to www.proxyvote.com or scan the supplied QR code. For those that received the proxy via email, click the “vote now” or similar link in the email. By Telephone: using the control number from the email/mailing, call 1-800-690-6903 and follow the prompts. By Mail: for those receiving hard copy mailing, ch

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