Leading investment trusts management since 1889

Investment trusts enable you to make a single investment that gives you a share in a much larger portfolio of different companies, managed by an expert fund management team.

Investment Trusts

Allianz Global Investors and its predecessors have been managing investment trusts since 1889, providing investors with access to investment opportunities around the world.

Investment trusts are among the oldest forms of investment vehicle. They are public limited companies (PLCs), just like the shares of the companies in which they invest, but their sole aim is to generate returns for investors. Each trust is a company listed and traded on the London Stock Exchange that has its own independent board of directors whose duty it is to look after your interests as an investor.

Investment trusts allow you spread your risk, as you are not reliant on the fortunes of just one or two companies.

Highlighted Strategies

Allianz Technology Trust PLC

Allianz Technology Trust offers access to the investment potential of the technology sector from the heart of the industry. Allianz Technology Trust is managed by a highly experienced team based in San Francisco. The team benefits from its close proximity to Silicon Valley where many of the world’s key technology companies are headquartered. The team looks to identify major trends ahead of the crowd and invest in stocks that have the potential to be tomorrow’s Apple, Google or Microsoft.

The Brunner Investment Trust PLC

Managed by Julian Bishop and Christian Schneider, supported by James Ashworth and Simon Gergel, The Brunner Investment Trust PLC aims to provide an 'all-weather' portfolio for investors looking for global growth opportunities and a quarterly dividend that has risen over time. Through Brunner, investors can access a spread of high-quality growth companies operating in different sectors and countries via a single portfolio. The Trust favours large, well-financed businesses with global reach, pricing power and corporate liquidity.

The Merchants Trust PLC

Merchants invests in a diversified portfolio of large, well-established and well-known UK-listed companies. These companies are able to grow their sales over time or cut costs in order to preserve or improve their profit margins. This enables them, in general, to maintain and increase their dividends over time. Many of the companies listed on the London Stock Exchange are truly international in nature, including some of the world's largest and best known multinationals. This provides Merchants shareholders with exposure to global end markets whilst benefiting from the UK's leading corporate governance standards. Established in 1889, Merchants is the oldest investment trust in our range and is currently managed by Simon Gergel, Chief Investment Officer of UK Equities at AllianzGI.