Scottish Mortgage vs Allianz Technology - Hmmm?

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allianz-technology
technology-trusts
scottish-mortgage
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#1

I already have an investment in Scottish Mortgage or SMT (ticker code) but I was considering an investment in Allianz Technology or ATT. But it occurred to me that that maybe I have enough tech exposure via SMT, much of whose portfolio is in tech companies ranging from Tesla, to Tencent, to Facebook.

Love to know what other investors think of this. Do you invest in both or have you rejected one for the other?


#2

Allianz Technology has more of a U.S. tech trust, whereas Scottish Mortgage is more international with a lot more in China.

Given that technology affect so much of our lives these days, I think there is a really good argument for owning both of them, they are suitable different enough. It’s like it’s a really small niche like Vietnam funds, or even infrastructure and property.