Cybersecurity - A vital industry for tomorrow’s digital economy

Our lives are becoming ever more digital. Computers are part of everyday work and smartphones are an integral part of our lives.
As the Internet of Things (IoT) proliferates, which includes things like autonomous driving, networked health services and Smart Homes, businesses and people also will become increasingly vulnerable to cyber-attacks.

Why Allianz Cyber Security?

1.   Exposure to a major growth theme

Cyber security has numerous growth drivers, both in the short and long term. The megatrend “Digitalisation” makes our digital lives more vulnerable, ultimately increasing the need for cyber security. This has been accelerated by the Covid-19 pandemic, as digitisation has increased much faster than anticipated.

2.   Pure play exposure to cyber security companies with mid-cap bias¹

The Fund seeks to identify secular winners that benefit from long-term growth tailwinds. It invests in a range of 30–60 security stocks, mostly pure play, offering a concentrated, high-conviction portfolio.²

3.   One of the longest track records
in the cyber security space

With over 20 years of experience, the fund management team has one of the longest track records of engaging with cyber security stocks.

A remarkable investment opportunity

The Cyber Security market is expected to grow
at a rate of 12.6 % p.a. until 2030

Source: BusinessWire - Global Cyber Security Market (2020 to 2030) -> by Component, Security Type, Deployment, Enterprise, Use Case and Industry - ResearchAndMarkets.com (November 2020)

Source: Average cost of data breaches worldwide from 2014 to 2021 (Statista 2022). IBM Cost of a Data Breach Report 2021

Investing across all layers of Cyber Security

Experienced and well-connected team³

The team has decades of experience covering the technology sector, with deep relationships across Silicon Valley.

Erik Swords
Senior Portfolio Manager

Mike Seidenberg
Senior Portfolio Manager

Justin Sumner
Portfolio Manager/Analyst

Danny Su
Portfolio Manager/Analyst

Richard Gorman
Senior Research Analyst

Johannes Jacobi
Senior Product Specialist

Allianz Global Investors and Voya Investment Management (Voya IM) have entered into a long-term strategic partnership, and as such, as of 25 July 2022, the investment team transferred to Voya IM and Voya IM became the delegated manager for this fund. AllianzGI continues to provide information and services to Voya IM for this investment through a transitional service agreement. Please note the corporate and functional titles for the investment team are the AllianzGI titles. Johannes Jacobi remains with Allianz Global Investors.

More information on our thematic investing capabilities  

¹  Mid-cap: publicly-traded company with medium amount in market capitalisation.
²  The performance of the strategy is not guaranteed and losses remain possible.
³  The new team structure will take effect on 1 October 2022.
⁴  Figure denoting the assets under management of the strategy. Source: Allianz Global Investors, 31 May 2022.

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For investors in Europe (excluding Switzerland)
For a free copy of the sales prospectus, incorporation documents, daily fund prices, key investor information, latest annual and semi-annual financial reports, contact the issuer at the address indicated below or www.allianzgi-regulatory.eu. Austrian investors may also contact the facility and information agent Erste Bank der österreichischen Sparkassen AG, Am Belvedere 1, AT-1100 Wien. Please read these documents, which are solely binding, carefully before investing. This is a marketing communication issued by Allianz Global Investors GmbH, www.allianzgi.com, an investment company with limited liability, incorporated in Germany, with its registered office at Bockenheimer Landstrasse 42-44, 60323 Frankfurt/M, registered with the local court Frankfurt/M under HRB 9340, authorised by Bundesanstalt für Finanzdienstleistungsaufsicht (www.bafin.de). Allianz Global Investors GmbH has established branches in the United Kingdom, France, Italy, Spain, Luxembourg, Sweden, Belgium  and the Netherlands. Contact details and information on the local regulation are available here (www.allianzgi.com/Info). The Summary of Investor Rights is available in English, French, German, Italian and Spanish at https://regulatory.allianzgi.com/en/investors-rights.

For investors in Switzerland
For a free copy of the sales prospectus, incorporation documents, daily fund prices, key investor information, latest annual and semi-annual financial reports, contact [the Swiss funds’ representative and paying agent BNP Paribas Securities Services, Paris, Zurich branch, Selnaustrasse 16, CH-8002 Zürich - for Swiss retail investors only] or the issuer either electronically or by mail at the given address. Please read these documents, which are solely binding, carefully before investing. This is a marketing communication issued by Allianz Global Investors (Schweiz) AG, a 100% subsidiary of Allianz Global Investors GmbH. The Summary of Investor Rights is available in English, French, German, Italian and Spanish at https://regulatory.allianzgi.com/en/investors-rights.