Allianz Technology Trust PLC Overview Allianz Technology Trust offers access to the investment potential of the technology sector from the heart of the industry. 1 2 Active is: Finding the technology leaders of tomorrow Allianz Technology Trust is 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. The Trust is a UK listed closed-ended fund which aims to achieve long-term capital growth by investing principally in technology companies globally. The team looks to identify major trends ahead of the crowd and invest in stocks that have the potential to be tomorrow’s Apple, Google or Microsoft. The Trust invests in mid to large technology companies. Our aim is to hold companies we expect to benefit from the continued growth in particular sub-sectors of technology, especially in companies that provide solutions to save money or enable companies to improve their relationships with customers and deliver revenue growth. The Trust also seeks to hold companies that will create shareholder value with the introduction of a new product or new technology. Over the past 20 years, this would have included PC manufacturers, software, internet applications or consumer devices. 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. Walter Price, Senior Portfolio Manager Why Invest? 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. Trust Benefits Awards Five Largest Holdings Why AllianzGI? Investment Week Investment Company of the Year Award 2018, Specialist category: Allianz Technology Trust won this coveted award in November 2018, having also been victorious in 2017 and 2015. This award recognises excellence in closed-ended fund management and highlights ATT’s consistent performance over time. The judging panel was made up of some of the UK's leading researchers and investors in investment trusts and closed-ended companies, 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. AIC Shareholder Communication Award, Best Specialist Report and Accounts 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. 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. © 2018 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. 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. 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. Our Latest Broadcast Allianz Technology Trust’s Chairman on the role and impact of Investment Trust Boards 02.10.2018 Independent boards of directors are one of investment trusts’ most important benefits. Appearing at an Association of Investment Companies (AIC) panel interview, filmed on 2 October 2018, we hear the views of three directors, including Robert Jeens, ATT’s Chairman. Robert and industry peers discuss the Non Executive Director role, including both challenges faced and best experiences to date, as well as how they add value for investors. Access more broadcast content here Our History 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. Why Invest? Could this be a suitable investment choice for you? Click here for more information that may assist your investment decision. Our Track Record Here you will find the latest performance data at your fingertips, both short term and longer term. News and Announcements Keeping you up to date: visit our News and Announcements portal for the very latest developments – including market announcements, news snippets and the very latest press coverage. Allianz Technology Trust News Subscribe to receive monthly fact sheets & news, including the regular ‘Investment Insights’ update from the heart of the tech industry Sign up here Contact Allianz GI Investment Trusts For more information on our products and services. Contact Us Overview Why Invest Watch Our Recent Video History Why Invest? Why Investment Trusts? Investment Goals Learn About Trusts Allianz Global Investors How to Invest Things to Consider Platforms Portfolio & Performance Portfolio Fund Manager Comments Performance Facts & Figures Prices Key Information Literature & Resources Literature Shareholder Information Complaints Process Meet the Team Insights from Silicon Valley News & Announcements Broadcast Hub Education Centre Contact Us Preference Centre © Allianz Global Investors GmbH 2019, Registered Office: Frankfurt am Main, Register: HRB 9340, Local court: Frankfurt am Main. All Rights Reserved. Allianz Technology Trust PLC is incorporated in England and Wales. (Company registration no. 3117355). Registered Office: 199 Bishopsgate, London, EC2M 3TY. VAT registration no. 678 1784 81. The Company is a member of the Association of Investment Companies - Category: Sector Specialists - Technology, Media & Telecoms. Privacy Policy Terms of Use Complaints AllianzGI Home The Merchants Trust The Brunner Investment Trust