Mobility Innovation Equity

This strategy is offered by Newton Investment Management North America LLC (‘NIMNA’) in the United States. NIMNA is part of the Newton Investment Management Group.

The portfolio holds approximately 50 positions invested in the future of all things mobility. As autonomous and electric vehicles rapidly move from concept to reality, companies are strategically positioning themselves to benefit from the next disruptive technological revolution with impacts across society and our daily lives.

We group the broad opportunities into four sub-themes: connectivity, autonomous vehicles, sharing and electrification. This allows the strategy to seek opportunities in areas such as data analytics, 5G networks and other beneficiaries of the mobility trend.

The team is supported by our highly experienced and dedicated research analysts who have been following the evolution of mobility for several years. We have continued to evaluate the many industries affected by this trend and are invested in companies we believe will benefit from this technological revolution.

Our investment process seeks to leverage the fundamental ratings of our global research team. We also utilize the quantitative rankings of our alpha models to optimize the portfolio holdings within the framework of our fundamental decision-making.

Past performance is not a guide to future performance. Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.