BNY Mellon Global Funds PLC - BNY Mellon Mobility Innovation Fund Accum B USD


The BNY Mobility Innovation Fund is a new and pioneering Fund that invests in companies worldwide focused on innovation in transportation and related technologies.

Recently launched in August 2018, the small and mid-cap biased Fund seeks long-term capital growth and has delivered strong absolute and benchmark outperformance to date. In particular, it recovered strongly during the COVID-19 market turmoil as thematic tailwinds favored industries related to mobility.

Fund strategy is firmly anchored through its mandate to invest in transportation innovation, encompassing industries such as electric cars, 5G, and various electrical components. We note the Fund has maximum limits of 50% in industry and 70% in absolute sectors weighting, and 8% maximum individual security weight.

The Manager has ESG practices at a group level and has healthy sources of ESG data. However, at the moment, ESG factors were rated only at 5-19% in the ultimate investment decision. We note the Fund's early stage and expect to see fuller ESG and sustainability integration in the investment process and stewardship as it matures.

This Fund has been reviewed by ten industry veterans of the Benchmark judging committee.

Sustainability Awards: Consumer Discretionary Sector Equity
Hong Kong – Temperature Alignment – Best-In-Class

House Awards: Consumer Discretionary Sector Equity
Hong Kong – Outstanding Achiever


ISIN: IE00BZ199S13
Inception Date: 08/01/2018
AUM: USD 819678108.14
Manager Name: Team Approach, 01/08/2018
Total Expense Ratio: –
3-Yr Return: –
3-Yr Max Drawdown: –

ESG Score: 54.50
GC Score: 56.95
Near-Term Score(<=2°C): 54.66%
Business Involvement:
Alcohol Involvement: 0.00%, …

Investment Style Consistency: 5.00
Environmental Consequence: 0.83
Stewardship – Engagement: 4.44
Signatory to UNPRI: Yes

Contact Details:

Company Website:

Name: BNY Mellon Investment Management Intermediary Sales Team

Title: –

Contact Number: Hong Kong: +852 3926 0600

Email Address:

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