Overview
Mobility Innovation is the disruptive, transformational shif in how we use power and control all means of mobility. It profoundly impacts businesses, governments and consumers by materially altering interactions across the mobility landscape. BNY Mellon Mobility Innovation Fund offers investors exposure to the development, adoption and integration of the soon-to-be ubiquitous technologies associated with a new era of smart mobility. The fund invests in approximately 40-60 holdings, stock selection relies on fundamental analysis and long-term thematic opportunity, constituent diversification objectives include end market assessment and revenue/cost opportunities. The investment team group the broad opportunities into four sub-themes:
- Connectivity
- Autonomous Vehicles
- Sharing
- Electrification.
This allows the fund to seek opportunities in areas such as data analytics, 5G networks and other beneficiaries of the mobility trend.
About BNY Investments Newton
BNY Investments Newton are an equity and multi-asset investment manager focused on delivering strong investment outcomes to their clients by taking an active, multidimensional and engaged approach.
Powered by their multi-dimensional research platform, Newton consists of four key core investment disciplines: income and value equities, growth and core equities, specialist equities and multi-asset strategies.
Fund Details
Investment Objective :
To achieve long-term capital growth by primarily gaining exposure to companies located worldwide that are focused on innovation in transportation and relatedtechnologies.
Performance Benchmark :
The Fund will measure its performance against the MSCI AC World NR Index (the "Benchmark").The Fund is actively managed, which means the Investment Manager has absolute discretion to invest outside the Benchmark subject to the investment objective and policies disclosed in the Prospectus. While the Fund's holdings may include constituents of theBenchmark, the selection of investments and their weightings in the portfolio are not influenced by the Benchmark. The investment strategy does not restrict the extent to which the Investment Manager may deviate from the Benchmark
Investment team :
The Fund is managed by an experienced team with a wide range of backgrounds. In-house research analysts are at the core of our investment process, and our multidimensional research capabilities help to promote better-informed investment decisions.
Frank J. Goguen
Research analyst, Portfolio manager
Robert C. Zeuthen
Head of secular pod, Portfolio manager
The value of investments can fall. Investors may not get back the amount invested. Please refer to the prospectus and the KIID/KID before making any investment decisions. Documents are available in English and an official language of the jurisdictions in which the Fund is registered for public sale. Go to www.bny.com/investments.
Key risks
- Objective/performance risk: There is no guarantee that the strategy will achieve its objectives.
- Currency risk: This strategy invests in international markets which means it is exposed to changes in currency rates which could affect the value of the strategy.
- Mobility Innovation Companies Risk: The value of investments in Mobility Innovation Companies may be negatively impacted by changes in regulation and are dependent upon consumer and business acceptance of new technologies. The Fund's value may be more subject to market fluctuations than if it invested in a broader range of economic sectors.
A complete description of risk factors is set out in the Prospectus in the section entitled "Risk Factors".
Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.
2392027 Expiry: 1 April 2026