3/30/25, 4:07 PM Performance, Commentary & Portfolio - ATT
Allianz Technology Trust
Performance Commentary Portfolio Details Awards
Awards & Ratings
Investment Week Investment Company of the Year Award 2021 – Specialist category
Allianz Technology Trust won this coveted award in November 2021, having also been a
winner in similar categories in 2020, 2019, 2018, 2017 and 2015. This award recognises
excellence in closed-ended fund management and highlights ATT’s consistent performance
over time. The judging panel was made up of some of the UK’s leading researchers and
investors in investment trusts and closed-ended companies, as well as several senior board
members with many years’ experience in the industry.
Association of Investment Companies Shareholder Communication Awards 2021
Allianz Technology Trust won the Best Large Trust category, in recognition of its consistent,
high achievement. The publication noted that ATT achieved the highest returns among this
year’s award-winners (performance measured over three years to 31 January 2020),
calling it “a worthy winner of our most prestigious sector award”. This accolade is an
independent, statistical and qualitative assessment of ATT’s performance and highlights
the Trust’s outperformance both in its class and against its peers.
https://www.allianztechnologytrust.com/en-gb/performance-and-updates/performance-commentary-and-portfolio#889508e4-8348-4f9e-b395-35cb… 1/3
3/30/25, 4:07 PM Performance, Commentary & Portfolio - ATT
Shares Awards 2020 – Best Investment Trust
Allianz Technology Trust was pleased to win ‘Best Investment Trust’ in The Shares Awards
2020. The awards were voted by readers of Shares and by the general public, making the
award truly representative of the people who invest in the Trust and its peers. In presenting
the award, Shares Magazine noted: “The technology sector had been in the ascendancy
even before the events of 2020 but the global pandemic has super-charged this trend. We
have been even more reliant on tech to tackle the day-to basics of work and home life.
Staying in touch through video conferencing, ordering goods and food online and
streaming entertainment to keep us entertained at home. Allianz Technology Trust is
plugged into these themes and was voted Best Investment Trust in this year’s Shares
Awards.”.
Kepler Growth Rating
Kepler Ratings are designed with investment trusts specifically in mind and aim to highlight
those which they consider to be ‘best in class’ based on a clear, easy to understand set of
quantitative tests. The selection system is entirely quantitative, setting aside all personal
biases and views, looking at the universe in a purely objective way.
Morningstar Rating Allianz Technology Trust has a 5 star rating with Morningstar. This is a
risk-adjusted, cost-adjusted comparison of fund performance within fund categories. The
underlying methodology is robust and accounts for periods of volatility-downward
volatility in particular-and also adjusts for fund expenses, including sales charges. That
means the more expensive the fund is, the harder it will be for the fund to earn a high star
rating.
A ranking, a rating or an award provides no indicator of future performance and is not constant over time.
Morningstar star rating © 2021 Morningstar. All Rights Reserved. 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. Past performance is no guarantee of
future results.
https://www.allianztechnologytrust.com/en-gb/performance-and-updates/performance-commentary-and-portfolio#889508e4-8348-4f9e-b395-35cb… 2/3
3/30/25, 4:07 PM Performance, Commentary & Portfolio - ATT
Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors might
not get back the full amount invested. Past performance does not predict future returns. For further information
contact the issuer at the address indicated below. This is a marketing communication issued by Allianz Global
Investors UK Limited, an investment company, incorporated in the United Kingdom, with its registered office at 199
Bishopsgate, London, EC2M 3TY, www.allianzglobalinvestors.co.uk. Allianz Global Investors UK Limited company
number 11516839 is authorised and regulated by the Financial Conduct Authority. Details about the extent of our
regulation are available from us on request and on the Financial Conduct Authority's website (www.fca.org.uk). The
duplication, publication, or transmission of the contents, irrespective of the form, is not permitted; except for the
case of explicit permission by Allianz Global Investors UK Limited. Allianz Technology Trust PLC is incorporated in
England and Wales. (Company registration no. 3117355). Registered Office: 199 Bishopsgate, London, EC2M 3TY.
© Allianz Global Investors 2025. All Rights Reserved.
https://www.allianztechnologytrust.com/en-gb/performance-and-updates/performance-commentary-and-portfolio#889508e4-8348-4f9e-b395-35cb… 3/3
