UK Institutional Mobility Innovation Equity

This strategy is offered by Newton Investment Management Ltd (‘NIM’). This strategy may be managed by an affiliate of NIM and may apply a research process that differs from that applied by NIM.

Strategy overview

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 influenced 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 use the quantitative rankings of our alpha models to optimise the portfolio holdings within the framework of our fundamental decision making.

Strategy profile

Objective

The strategy seeks to generate returns through a disciplined, concentrated equity portfolio that benefits from investment opportunities in the mobility innovation segment. We leverage a collaborative team-based approach that maximises the firm’s fundamental and quantitative research capabilities.

Benchmark

MSCI AC World NR Index.

Strategy inception

1 February 2018

Investment team

Our investment team of research analysts and portfolio managers work together across regions and sectors, helping to ensure that our investment process is highly flexible.

Want to find out more?

Contact us

Frank J Goguen
Frank J Goguen

Research analyst, portfolio manager

Robert C Zeuthen
Robert C Zeuthen

Head of secular pod, portfolio manager

Insights

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20 June 2024 Jack Encarnacao, Raphael J. Lewis
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14 June 2024 Jack Encarnacao, Raphael J. Lewis
Theme update
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We assess the current and potential future impact of inflation, debt and interest rates upon markets.
12 June 2024 Paul Brain

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.

Analysis of themes may vary depending on the type of security, investment rationale and investment strategy. Newton will make investment decisions that are not based on themes and may conclude that other attributes of an investment outweigh the thematic structure the security has been assigned to.

Key investment 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.
  • Emerging markets risk: Emerging markets have additional risks due to less developed market practices.
  • Market capitalisation risk: Investing in small companies may be riskier and less liquid (i.e. harder to sell) than large companies. This means that their share prices may have greater fluctuations.
  • Counterparty risk: The insolvency of any institutions providing services such as custody of assets or acting as a counterparty to derivatives or other contractual arrangements, may expose the strategy to financial loss.
  • 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 strategy’s value may be more subject to market fluctuations than if it invested in a broader range of economic sectors.