Allianz Technology Trust (ATT) is a technology investment trust managed by a highly experienced portfolio management team with over 100 years of collective experience in managing technology strategies. The trust has a high conviction concentrated portfolio and has been recognized with the Investment Week Investment Company of the Year Award (Specialist) from 2017 to 2021.
In a recent podcast, ATT discusses how the technology sector has changed over the past two years in the post-pandemic landscape. The podcast explores the enduring pandemic trends, the impact of the higher interest rate environment on the valuation of higher growth shares, and how the portfolio has been reshaped to reflect these changes.
In a video update, lead portfolio manager Mike Seidenberg shares his thoughts on the third quarter of 2023 and provides insights into his outlook for the remainder of the year and into 2024. He also discusses the themes that might dominate the technology sector in the coming months.
It is worth noting that from July 25, 2022, discretionary portfolio management services previously provided by Allianz Global Investors (AllianzGI) to ATT have been delegated to Voya Investment Management Co. LLC (Voya IM). The former AllianzGI Global Technology Team has transferred to Voya IM and continues to manage the trust's portfolio. AllianzGI remains the trust's AIFM, providing company secretarial, administration, and sales and marketing services.
Investing in ATT carries risks, and the value of investments can both rise and fall. Past performance does not guarantee future returns. Allianz Global Investors UK Limited, the issuer of this marketing communication, is authorized and regulated by the Financial Conduct Authority.
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