Allianz Technology Trust Plc (ATT)
Category Sector Equity Technology
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell
347.50p
Buy
349.50p
0.00p (+0.00%)
Discount/Premium
-11.49%
Estimated NAV
392.595p
Prices updated at 28 Mar 2024, 17:53 GMT
| Prices minimum 15 mins delay
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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
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Growth of 1,000 as of 29 Mar 2024, 12:03
Trailing returns (%) as of 29 Mar 2024, 12:03
Annual performance (%)
Year | This fund | Peer group index |
---|---|---|
31 Dec 13 - 31 Dec 14 | 7.06 | 12.81 |
31 Dec 14 - 31 Dec 15 | 14.97 | 11.33 |
31 Dec 15 - 31 Dec 16 | 27.02 | 31.34 |
31 Dec 16 - 31 Dec 17 | 42.69 | 38.53 |
31 Dec 17 - 31 Dec 18 | 4.36 | -0.09 |
31 Dec 18 - 31 Dec 19 | 35.00 | 25.12 |
31 Dec 19 - 31 Dec 20 | 80.33 | 35.81 |
31 Dec 20 - 31 Dec 21 | 18.69 | 16.08 |
31 Dec 21 - 31 Dec 22 | -40.43 | -23.14 |
31 Dec 22 - 31 Dec 23 | 44.52 | 14.65 |
Primary benchmark: DJ World Technology TR GBP
Peer group index: Morningstar IT Technology & Technology Innovation
Trailing returns (%)
Year | This fund | Peer group index |
---|---|---|
1 Day | - | 0.09 |
1 Month | 1.31 | -1.31 |
3 Months | 13.93 | 2.63 |
6 Months | 34.17 | 10.20 |
1 Year | 59.40 | 21.22 |
3 Years annualised | 9.87 | 0.52 |
5 Years annualised | 18.06 | 9.54 |
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.