Better Health for All

The company is an investment trust that integrates ESG factors into its investment strategy, including supporting investments in companies that align with healthcare improvements

and improve healthcare access . Its portfolio includes investments in companies like Apple Inc. and Microsoft , which are noted for supporting health through technology . However, the provided articles do not contain specific, quantifiable data points such as percentages of the portfolio dedicated to health-positive investments, revenue from harmful products, safety records, pricing details, or the scale and impact of health-related programs. Therefore, no KPIs can be scored against the rubric's quantitative thresholds.

Fair Money & Economic Opportunity

Allianz Technology Trust PLC (ATT.LSE) operates as an investment trust focused on achieving long-term capital growth by investing in technology companies

. Its business model does not involve providing direct financial services such as consumer lending, deposit accounts, or insurance products to individuals or small businesses. Consequently, metrics related to underserved client share, pricing fairness (APRs), exploitative fees, inclusion initiatives (e.g., micro-loans), customer data portability (e.g., open banking APIs), fair lending compliance, wealth building outcomes (e.g., credit score improvements), financial literacy programs, customer debt burden, geographic inclusion (e.g., banking deserts), and product simplicity (for consumer financial products) are not applicable to its core operations. The company's Ongoing Charges Figure (OCF) was 0.64% in 2024, noted as the lowest in its AIC peer group . Its investment objective is long-term capital growth, with Net Asset Value per Ordinary share increasing by 35.6% in 2024 and 46.4% in 2023 . The company repurchased 9,015,787 shares for £32.0m in 2024 and 16,530,708 shares for £40.2m in 2023 . Information is made available electronically, and shareholders can opt for electronic communications .

Fair Pay & Worker Respect

As an investment trust, Allianz Technology Trust PLC's structure is not applicable for a CEO to median employee pay ratio assessment. Allianz Global Investors, the investment manager of Allianz Technology Trust PLC, reported that no violations of human rights or environmental conventions were identified in its entities.

No specific quantitative data is available for living wage coverage, collective bargaining share, safety incident rate, pay equity ratio, worker engagement score, turnover rate, insecure contract share, or health insurance coverage for Allianz Technology Trust PLC or its direct operations.

Fair Trade & Ethical Sourcing

Allianz Technology Trust PLC (ATT.LSE) is an investment trust and, as such, does not provide goods or services in the normal course of business.

As a financial investment vehicle, it does not procure or trade physical commodities, nor does it have a traditional supply chain requiring welfare or sourcing audits. The company has no exposure to upstream labour practices, no supply chain tiers to map, no material sourcing of at-risk inputs, and no procurement activities relevant to these metrics. Therefore, all KPIs under Fair Trade & Ethical Sourcing are not applicable.

Honest & Fair Business

The company had one minor financial restatement in the past five years, occurring in 2021 for comparative figures from 2018, 2019, and 2020, due to a share sub-division.

All of its financial statements were 100% covered by independent external audit. The Board maintains a zero-tolerance policy regarding bribery and corruption, supported by assurance via internal controls reporting from main third-party service providers on adequate safeguards. A basic whistle-blower policy is in place, noted by the Audit & Risk Committee, allowing matters to be raised with the Chairman or Senior Independent Director.

Kind to Animals

Allianz, the investment manager of ATT.LSE, invested $321 million in meat companies linked to serious animal welfare violations.

These investee companies operate mega-farms with concrete floors, limited daylight, inadequate space, and no outdoor access. They also use cruel slaughter methods and perform painful procedures like tail and beak clipping, tooth filing, or dehorning without anesthesia, and do not comply with international BBFAW guidelines. While Allianz's ESG framework emphasizes ethical standards, including reducing animal use in testing and avoiding investments in inhumane practices, these significant investments contradict the stated policy. Furthermore, Allianz did not cooperate with a survey by the Dutch Fair Finance Guide, which called for financial institutions to integrate animal welfare into their policies and set measurable goals.

No War, No Weapons

Allianz Technology Trust PLC, an investment trust, states it has no direct involvement in arms manufacturing or military contracting

. Its strategic focus on technology inherently excludes direct exposure to the defense industry . The trust also emphasizes investments in cybersecurity companies, aligning this approach with promoting technologies for data protection and peaceful solutions in the digital realm .

Planet-Friendly Business

Allianz Technology Trust PLC (ATT.LSE) has no direct operational environmental footprint, as it does not maintain premises, hold physical assets, or have employees.

Consequently, the company has no material greenhouse gas emissions, water usage, waste generation, or packaging operations to report. It also has no direct need for renewable energy, green building certifications, lifecycle impact analysis, recycled materials, carbon offsets, biodiversity efforts, deforestation policies, environmental compliance assessments, or net-zero targets for its own operations. However, its investment manager, Voya IM, integrates climate change into its ESG investment framework to assess portfolio exposures to physical and transition risks. Furthermore, AllianzGI UK produces a product-level TCFD report for ATT.LSE, which is available on the company's website.

Respect for Cultures & Communities

No specific, quantitative evidence was found in the provided articles for any of the KPIs related to 'Respect for Cultures & Communities'.

The articles mention general commitments to human rights , diversity, and inclusion, and the existence of internal employee networks focused on cultural and ethnic diversity within Allianz Global Investors . However, these statements do not provide measurable data points for metrics such as formal partnerships with community groups , revenue reinvested locally , cultural appropriation incidents , cultural impact assessment protocols , local employment ratios , or other specific community engagement and cultural respect indicators defined in the rubric.

Safe & Smart Tech

Allianz SE, the parent company of ATT.LSE, has demonstrated a commitment to ethical AI and data protection. In February 2024, Allianz's Chief Privacy Officer discussed the EU AI Act, emphasizing human oversight and transparency.

In November 2023, Allianz SE joined the AI Pact, aligning with the EU AI Act's principles for ethical AI, which include transparency, privacy, and human oversight. Allianz has also implemented robust data protection measures, with a comprehensive Information Security Management System aligned with ISO 27001 standards. ATT.LSE itself has made strategic investments in technology firms that prioritize data security, including cybersecurity solution providers like CrowdStrike Holdings Inc. and Palo Alto Networks. , as well as data storage and identity management platforms such as Rubrik and Okta. These investment choices reflect ATT.LSE's support for companies that prioritize privacy, security, and ethical AI practices.

Zero Waste & Sustainable Products

Allianz Technology Trust PLC (ATT.LSE) operates as an investment trust and does not directly engage in manufacturing or product design activities

. Consequently, the provided articles explicitly state there is no publicly available information or specific data regarding ATT.LSE's direct involvement in zero waste initiatives or sustainable product development . Metrics such as waste diversion rates, product recyclability, packaging sustainability, or other zero waste indicators are not detailed for ATT.LSE's own operations or its investment products . While ATT.LSE is managed by Allianz Global Investors, which integrates ESG considerations into its investment processes , this does not provide specific, quantifiable data for ATT.LSE itself on the defined KPIs.