Allianz Technology Trust | Winterflood Research

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Focus on earnings potential and structural tailwinds

Allianz Technology Trust* aims to achieve long-term capital growth by investing in listed Technology companies. The AllianzGI Global Technology team, which is based in Silicon Valley and has aggregate AUM of US$12bn, has managed the fund since April 2007. Lead manager Walter Price will step down in July, to be succeeded by Mike Seidenberg, who has been a member of the team since 2009. The managers have an active and unconstrained approach, and the portfolio is biased towards mid-cap, higher growth companies. After a very strong year in 2020, which saw the fund’s +76% NAV total return significantly outperform its benchmark (+42%) and its closest peer Polar Capital Technology (+52%), subsequent performance has been less exuberant. However, the fund’s longer-term performance record remains strong.

*Denotes a corporate broking client of Winterflood Securities

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