Allianz Technology Trust offers access to the investment potential of the technology sector from the heart of the industry.
We are seeing a wave of innovation in the technology sector: automobiles, advertising, security, retail, and web services are all being shaped and transformed by advances in technology.
Technology is a specialist field and it takes a manager who can call upon experience, an extensive network and the strongest research and analytical tools to spot the trends behind the headlines and to identify the potential tech winners. We believe that the case for strong relative performance from the technology sector remains robust.
AIC Shareholder Communication Award, Best Specialist Report and Accounts 2018: Allianz Technology Trust won this highly coveted award in May 2018. The independent judging panel commented on the report’s excellent use of pictures as well as its use of text and design in a creative way. The judges also described the ‘Insights’ section in the report, explaining the technology sectors it invests in, as “simply superb”. These awards celebrate those AIC member investment trusts and their managers who are providing clear, meaningful information to shareholders in an imaginative way.
Citywire's AA fund manager rating 2018: Citywire is the only firm to exclusively rate managers, not funds. The manager’s track record is scrutinised with a methodology approved by an independent actuary. The ratings take account of a three-year performance record and is updated every month. It is entirely quantitative with the analysis being based on the information ratio, a recognised measure of risk-adjusted performance. It also takes into account career moves and all the funds a manager runs. In order to be rated, a fund manager will need to beat his or her benchmark over a three-year period. A benchmark is often the relevant stock market index. Fewer than 25% of fund managers tracked by Citywire will actually achieve this.
Money Observer Rated Fund 2018: Allianz Technology Trust has been included in Money Observer’s Rated Funds list for 2018. The list recognises open-ended funds and close-ended investment companies that have demonstrated consistent outperformance or that have been chosen as ideal routes into specific markets and sectors, reflecting the current investment environment.
Investment Week Investment Company of the Year Award 2017, Specialist category: Allianz Technology Trust won this coveted award in November 2017, having also been victorious in 2015. This award recognises excellence in closed-ended fund management and highlights ATT’s consistent performance over time. The judging panel comprised some of the UK’s leading researchers and investors in investment trusts, as well as several senior board members with many years’ experience in the industry.
Investors Chronicle Top 100 Fund: Allianz Technology Trust has been chosen as one of the ‘Investors Chronicle Top 100 Funds’, for the sixth consecutive year. From almost 3,000 eligible actively-managed funds, ATT’s selection is based on its performance history relative to risk, fees, tenure of manager and consistency of returns.
Best Investment Trust for The Online Personal Wealth Awards: We are pleased to announce that the trust has been selected as Best Investment Trust for 2018 again by the users of MoneyAM. The trust was previously selected in 2017 too.
Best Investment Trust Shares Awards 2016: Allianz Technology Trust has been voted Best Investment Trust 2016 by the readers of Shares magazine, the online publication distributed to some 95,000 investors. The Shares awards are voted for by the magazine’s readers, so this latest award is truly representative of people who invest in stocks and shares.
Morningstar Rating: Allianz Technology Trust has a 5 star rating with Morningstar. This is a risk-adjusted, cost-adjusted comparison of fund performance within fund categories. The underlying methodology is robust and accounts for periods of volatility-downward volatility in particular-and also adjusts for fund expenses, including sales charges. That means the more expensive the fund is, the harder it will be for the fund to earn a high star rating.
|Alphabet - A shares||5.7|
As at 31.10.18.
Allianz Technology Trust was formed in December 1995 and relaunched by AllianzGI in 2007 for investors to gain exposure to quoted technology companies on a worldwide basis with the aim of achieving long-term capital growth.
The Board appointed AllianzGI to manage the Trust’s assets from April 2007 based on the performance of AllianzGI’s US-based technology team, their experience and AllianzGI’s depth of expertise in the management of investment trusts.
Since 2007 the Trust has been managed by the highly experienced AllianzGI Global Technology team based in San Francisco. The team benefits from its close proximity to Silicon Valley where many of the world’s key technology companies are headquartered.