Page 24 - DIY Investor Magazine - Issue 26
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Allianz Technology Trust offers access to the investment potential of the technology sector from the heart of the industry. It 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’s manager has over forty years of experience in investing in technology at the heart of the tech world; read his latest views in Investment Insights from Silicon Valley.
Active is: Finding the technology leaders of tomorrow
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
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.
Allianz Technology Trust invests in a diversified, but focused portfolio of companies that use technology in an innovative way to gain a competitive advantage.
Particular emphasis is placed on companies that are addressing major growth trends with innovation that replaces existing technology or radically changes products and services and the way in which they are supplied to customers. The Manager aims to invest in the most attractive technology shares globally, seeking to identify the leading companies in emerging technology growth sub-sectors. More here >
Allianz Technology Trust strives for superior long-term
returns by identifying major trends ahead of the crowd and participating in stocks that have the potential to become tomorrow’s Microsoft, Google or Apple. The portfolio tends
to be overweight in high growth mid cap companies and underweight in mega cap companies. The Manager continues to exploit the considerable benefits of being located in San Francisco and has close and regular contact with the growth companies that are identified for the portfolio.
Walter Price and Mike Seidenberg give a short 3 1⁄2 minute overview of Q3 and their outlook for Q4 and beyond.
To buy this trust login to your EQi account
Select Allianz Technology Trust - GB0003390720
Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors may not get back the full amount invested. Competition among technology companies may result in aggressive pricing of their products and services, which may affect the profitability of the companies in which the Trust invests. In addition, because of the rapid pace of technological development, products or services developed by these companies may become rapidly obsolete or have relatively short product cycles. This may have the effect of making the Trust’s returns more volatile than the returns of a fund that does not invest in similarly related companies. Past performance is not a reliable indicator of future results. The views and opinions expressed herein, which are subject to change without notice, are those of the issuer and/or its affiliated companies at the time of publication. The data used is derived from various sources, and assumed to be correct and reliable at the time of publication. A security mentioned as example above will not necessarily be comprised in the portfolio by the time this document is disclosed or at any other subsequent date. This is a marketing communication issued by Allianz Global Investors GmbH, an investment company with limited liability incorporated in Germany, with its registered office at Bockenheimer Landstrasse 42/44, D-60323 Frankfurt/M. Allianz Global Investors GmbH is registered with the local court of Frankfurt/M under HRB 9340 and is authorised and regulated by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin). Allianz Global Investors GmbH has established a branch in the United Kingdom, Allianz Global Investors GmbH, UK Branch, which is subject to limited regulation by the Financial Conduct Authority ( Allianz Technology Trust PLC is incorporated in England and Wales. (Company registration no. 3117355). Registered Office: 199 Bishopsgate, London, EC2M 3TY. AdMaster: 1415302 | 20-2255
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