Allianz Technology Trust Plc (ATT)

Category Sector Equity Technology


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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

347.50p

Buy

349.50p

arrow-up0.00p (+0.00%)

Discount/Premium

-11.49%

Estimated NAV

392.595p

Prices updated at 28 Mar 2024, 17:53 GMT
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Prices in GBX

Investment objective
The investment objective is to achieve long-term capital growth through investment principally in the equity securities of listed technology companies on a worldwide basis. The portfolio predominantly comprises equity investments and has a benchmark index of the Dow Jones World Technology Index (sterling adjusted, on a total return basis). To invest in a diversified 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.

arrow-up0.28%
LSE

Growth of 1,000 as of 29 Mar 2024, 12:03

Trailing returns (%) as of 29 Mar 2024, 12:03

Annual performance (%)

This fundPeer group index
31 Dec 13 - 31 Dec 147.0612.81
31 Dec 14 - 31 Dec 1514.9711.33
31 Dec 15 - 31 Dec 1627.0231.34
31 Dec 16 - 31 Dec 1742.6938.53
31 Dec 17 - 31 Dec 184.36-0.09
31 Dec 18 - 31 Dec 1935.0025.12
31 Dec 19 - 31 Dec 2080.3335.81
31 Dec 20 - 31 Dec 2118.6916.08
31 Dec 21 - 31 Dec 22-40.43-23.14
31 Dec 22 - 31 Dec 2344.5214.65

Primary benchmark: DJ World Technology TR GBP

Peer group index: Morningstar IT Technology & Technology Innovation

Trailing returns (%)

This fundPeer group index
1 Day-0.09
1 Month1.31-1.31
3 Months13.932.63
6 Months34.1710.20
1 Year59.4021.22
3 Years annualised9.870.52
5 Years annualised18.069.54

Primary benchmark: DJ World Technology TR GBP

Peer group index: Morningstar IT Technology & Technology Innovation

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. 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.