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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.

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Introduction to 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. 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 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. They let you spread your risk, as you are not reliant on the fortunes of just one or two companies.

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.

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.
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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.
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The Merchants Trust PLC

Investing in large UK companies, The Merchants Trust PLC aims to provide a high and rising income together with capital growth for shareholders. It was established in 1889 and is the oldest and largest investment trust in our range. The trust is managed by Simon Gergel, Chief Investment Officer of UK Equities at AllianzGI.
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Allianz Global Investors

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