Worldwide Healthcare Trust

LSE: WWH

Market Cap£2,117m

Last Close 3290p

WWH is a specialist investment trust that invests in the global healthcare sector, with the objective of achieving a high level of capital growth. Gearing and derivative transactions are used to enhance capital returns and mitigate risk. Performance is measured against the MSCI World Health Care index (sterling adjusted).

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Investment summary

Worldwide Healthcare Trust (WWH) has two co-managers, Sven Borho and Trevor Polischuk at global healthcare specialist OrbiMed. Borho recently presented at the WWH AGM and despite disappointing performance in FY22 (March year-end), which he notes was a ‘mirror image’ of FY21, the manager remains optimistic about the trust’s prospects. He is hopeful that May/June 2022 marked the low point in the absolute and relative performance of biotech stocks and is confident that the focus on favouring emerging biotech and emerging market stocks over large-cap pharma companies will once again be the correct strategy for WWH’s shareholders. Borho considers that the trust’s portfolio offers investors a ‘mix of the big guys’, which gives some stability, along with ‘explosive growth’ companies, and this approach has delivered significant outperformance versus WWH’s benchmark over the long term.

Content on Worldwide Healthcare Trust
Worldwide Healthcare Trust – Manager suggests May 2022 was inflexion point
Investment companies | research Review | 21 July 2022
Background.
Worldwide Healthcare Trust – Drawing a line under a tough 2021
Investment companies | research Review | 27 January 2022
Background.
Worldwide Healthcare Trust – Attractive industry fundamentals and valuations
Investment companies | research Review | 20 July 2021
Background.
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Share price graph
Price performance
%
1m
3m
12m
Actual 0.0 1.5 (6.5)
Relative* (6.4) (1.7) (9.1)
52-week high/low 3615.0p/2825.0p
*% relative to local index
Key management
David Harris Chairman
Martin Smith Chairman
Sven H Borho Fund manager

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