Allianz Global Investors

About Allianz Global Investors

Allianz Global Investors is a global investment manager, managing EUR 454 billion in assets for individuals, families and institutions worldwide. Allianz Global Investors and its predecessors have been managing investment trusts since 1889, providing investors with access to investment opportunities around the world. We manage three investment trusts available to purchase on Interactive Investor, two of which - The Merchants Trust PLC and The Brunner Investment Trust PLC - are ‘dividend heros’ as selected by the AIC. Both trusts have a long track record of dividend growth over many years and aim to provide capital growth and a regular, rising dividend to its shareholders.

Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors may not get back the full amount invested. Past performance is not a reliable indicator of future returns. You should not make any assumptions on the future on the basis of performance information. The value of an investment and the income from it can fall as well as rise as a result of market fluctuations and you may not get back the amount originally invested.

Featured Trust

The award-winning Allianz Technology Trust PLC aim is to achieve long-term capital growth by investing in quoted technology companies on a worldwide basis. The trust offers investors access to the fast moving world of technology with the reassurance that investment decisions are made by Walter Price who has 40 years of experience of investing in technology. He is co-manager of the AllianzGI Global Technology Team which currently has $4bn in assets under management. This highly experienced team is based in San Francisco, benefiting from its close proximity to Silicon Valley where many of the world’s key technology companies are headquartered. The Trust’s objective is to achieve long-term capital growth by investing principally in the equity securities of quoted technology companies on a worldwide basis.

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  • Merchants Trust PLC

    The Trust’s objective is to provide an above average level of income, income growth and long-term growth of capital through a policy of investing mainly in higher yielding UK FTSE 100 companies.

    6 Months

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV519.53
    Fund ManagerSimon Gergel
    NDY (£M)5.06
    Fund SectorUK Equity Income

    Brunner Investment Trust PLC

    The Trust's investment objective is to increase its total return above the benchmark index of 50% FTSE All-Share and 50% FTSE All-World Index (ex UK sterling adjusted) over the long term, by investing in UK and international securities. The strategy of the Trust is designed to meet the requirements of those seeking a single investment in a diversified and professionally managed portfolio.

    6 Months

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV856.13
    Fund ManagerLucy MacDonald
    NDY (£M)2.18
    Fund SectorGlobal
  • Allianz Technology Trust PLC

    The Trust’s objective is to achieve long-term capital growth by investing principally in the equity securities of quoted technology companies on a worldwide basis.

    6 Months

    Fund

    Sector

    1 Year

    Fund

    Sector

    5 Years

    Fund

    Sector

    NAV1172.64
    Fund ManagerWalter Price
    NDY (£M)0.00
    Fund SectorTech Media & Telecomm

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Allianz Best Styles Global AC Equity C Acc16.12--110.241.57Buy
Allianz Continental European C18.4678.1697.40145.740.90Buy
Allianz Emerging Markets Equity C Acc17.7354.5058.94211.791.67Buy
Allianz European Equity Income C Acc17.8449.6887.8426.363.37Buy
Allianz Global AC Equity Insights W Acc---0.00-Buy
Allianz RiskMaster Conservative Multi Asset C4.3427.4832.06109.541.06Buy
Allianz RiskMaster Growth Multi Asset C8.1442.0451.34143.310.86Buy
Allianz RiskMaster Moderate Multi Asset C5.6832.8241.02252.600.88Buy
Allianz UK Mid Cap C14.8959.8395.2052.710.87Buy
Allianz UK Opportunities C18.6947.0169.9363.351.38Buy
Allianz US Equity C Acc12.1573.22112.0229.510.38Buy

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Allianz European Equity Income C Inc17.2146.4982.6726.362.94Buy
Allianz Gilt Yield I Inc-0.0215.3319.001,422.791.31Buy
Allianz Strategic Bond C-0.819.1520.81117.841.55Buy
Allianz Total Return Asian Equity C16.2454.1285.9550.120.92Buy
Allianz UK Equity Income C Inc15.1234.5658.3268.284.04Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Allianz Technology Trust PLC42.11136.25257.86-3.301,172.64Buy
Brunner Investment Trust PLC26.5264.70105.84-12.02856.13Buy
Merchants Trust PLC20.4627.4467.24-6.74519.53Buy

Disclaimer

Interactive Investor does not endorse any particular product. If you are unsure about whether an investment is suitable for you please seek advice from a financial advisor.

Risks and Features

Investing involves risk. The value of an investment and the income from it may fall as well as rise and investors may not get back the full amount invested.

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