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Allianz Technology Trust
Allianz Technology Trust (ATT) investor relations material
Allianz Technology Trust H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary11 Aug, 2025
Executive summary
Net Asset Value (NAV) per share rose 2.9% to 471.8p for the six months ended 30 June 2025, outperforming the Dow Jones World Technology Index, which declined 0.2%.
Share price increased 1.2% to 424.0p, with the discount to NAV widening from 8.6% to 10.1%.
Outperformance was driven by strong stock selection and sector allocation, especially in entertainment technology and underweighting technology hardware.
The portfolio focused on mid- and large-cap companies exposed to secular growth themes like AI, cybersecurity, and digital infrastructure.
The period was marked by global market volatility, US policy shifts, and geopolitical tensions, but technology sector resilience was underpinned by AI enthusiasm.
Financial highlights
Shareholders' funds increased to £1,765m from £1,747m at year-end 2024.
Profit attributable to shareholders was £44.9m, with earnings per share of 11.89p for the half-year, down from 94.01p in the prior year period.
Investments held at fair value totaled £1,752.7m at 30 June 2025.
6,873,738 shares were repurchased into treasury at an average discount of 9.7% during the period.
Outlook and guidance
The technology sector's long-term growth potential remains strong, driven by AI, digital transformation, and cloud adoption.
Near-term volatility is expected due to macroeconomic uncertainty, interest rate trajectories, and geopolitical risks.
A disciplined, bottom-up investment approach is emphasized to navigate market rotations and valuation risks.
Impact of Trump's tariffs on portfolio?
Why underweight advancing AI super-mega caps?
Why did discount widen despite buybacks?
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Next Allianz Technology Trust earnings date
H2 202512 Mar, 2026
Allianz Technology Trust
Next Allianz Technology Trust earnings date
H2 202512 Mar, 2026
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Frequently asked questions
Allianz Technology Trust PLC is a UK-based investment trust focusing on the technology sector. Its primary goal is to achieve long-term capital growth by investing in the equity securities of quoted technology companies globally. Managed by a team of experienced professionals, the trust benefits from its proximity to Silicon Valley, a hub for many leading technology firms.
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