GMO Resources Fund

Fund Holdings

Asset Allocation

% Long % Net
Cash 2.34 2.34
Stocks 18.51 18.51
Bonds 0.0 0.0
Other 0.36 0.36
Foreign Bonds 0.0 0.0
Foreign Stocks 78.0 78.0
Convertible 0.0 0.0
Preferred 0.79 0.79

Updated 11.30.2012

Top 10 Holdings

Performance as of 04.30.2013

Portfolio as of 11.30.2012

Ticker YTD Return % % Net Assets
Rio Tinto PLC RTPPF -21.57 3.52
Total SA FP --- 2.3
BP PLC BPAQF 4.81 2.18
BHP Billiton PLC BLT --- 2.14
Yara International ASA YRAIF -5.39 2.13
Mitsubishi Corporation 8058 --- 2.06
Mitsui & Co Ltd 8031 --- 1.98
Vale SA Pfd Shs -A- VALE5 --- 1.96
OAO Gazprom ADR OGZPY -20.97 1.82
Itochu Corp. 8001 --- 1.72
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