Introduction: Allianz Technology Trust PLC
Allianz Technology Trust PLC is a UK-indexed closed-prevent fund controlled with the aid of Allianz Global Investors GmbH. The accept as proper with by means of and large invests in publicly traded technology groups at some point of diverse sectors, such as semiconductors, software program software, and virtual services.
Key Facts
| Attribute | Details |
|---|---|
| Ticker Symbol | ATT.L |
| Market Capitalization | Approximately £1.74 billion |
| Total Assets | Around £1.93 billion |
| Expense Ratio | 0.65% |
| Listing | London Stock Exchange |
Investment Strategy and Philosophy
They agree with investment approach facilities on figuring out high-increase era groups with robust basics and progressive skills. The manipulate team employs a backside-up approach, challenging thorough research to pick out corporations poised for massive growth.
Investment Criteria
- Innovation Leadership: Companies on the leading edge of technological improvements.
- Strong Financials: Robust balance sheets and consistent revenue growth.
- Global Reach: Firms with a great international presence.
- Scalability: Potential for boom in rising markets.
Top Holdings
As of the latest information, Allianz Technology Trust PLC’s portfolio is concentrated in several high-appearing technology groups.
| Company | Sector | Country | % of Portfolio |
|---|---|---|---|
| NVIDIA Corporation | Semiconductors | USA | 10.87% |
| Microsoft Corporation | Software | USA | 9.80% |
| Broadcom Inc. | Semiconductors | USA | 7.04% |
| Apple Inc. | Consumer Tech | USA | 6.06% |
| Meta Platforms Inc. | Social Media | USA | 5.86% |
Source: Fidelity International
Performance Analysis
Historical Performance
Over the past 5 years, has demonstrated a strong normal performance trajectory, outperforming a whole lot of its peers within the technology investment region.
Performance Metrics
| Metric | Value |
|---|---|
| 5-Year Return | 120% |
| 3-Year Return | 60% |
| Annualized Return | 18% |
| Volatility | Moderate |
Source: Morningstar
Dividend Policy
Allianz Technology Trust PLC no longer currently pays dividends. The consideration is on capital appreciation as opposed to income distribution. This coverage aligns with its investment technique of reinvesting earnings to fuel the boom.
Risk Factors
Investing in Allianz Technology Trust PLC involves certain dangers:
- Market Volatility: Technology stocks may be distinctly risky, triggered via marketplace tendencies and economic cycles.
- Currency Fluctuations: As they agree with investors globally, forex fees can impact returns.
- Sector Concentration: An extensive part of the portfolio is focused in some large-cap technology organizations, which can also have an effect on diversification.
Comparative Analysis with Peers
In comparison to exclusive generation-targeted funding trusts, Allianz Technology Trust PLC offers an extra concentrated portfolio with a focus on excessive-increase organizations.
| Trust | 5-Year Return | Expense Ratio | Dividend Yield |
|---|---|---|---|
| Allianz Technology Trust PLC | 120% | 0.65% | 0.0% |
| Polar Capital Technology Trust | 93.6% | 0.75% | 0.0% |
| Scottish Mortgage Investment Trust | 110% | 0.35% | 0.0% |
Source: The Times
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Future Outlook
The destiny outlook for Allianz Technology Trust PLC remains high-quality, pushed through by the manner of the non-stop boom inside the era area. The control crew’s strategic attention on innovation and international growth positions the take delivery of as authentic with well to capitalize on emerging technological tendencies.
Conclusion
Allianz Technology Trust PLC gives a compelling funding opportunity for the ones looking for exposure to the worldwide generation quarter. With a strong investment method, a portfolio of main era businesses, and a strong overall performance report, they are accepted as authentic which gives capability for massive capital appreciation. However, buyers have to remember the associated risks and make sure that they do not forget to align with their funding desires and hazard tolerance.
Disclaimer
The information provided about Allianz Technology Trust PLC is for educational and informational purposes only. It does not constitute financial, investment, or legal advice. Investors should conduct their own research and consult with a qualified financial advisor before making investment decisions. Past performance is not indicative of future results.
