Worldwide Healthcare Trust – equity proposition

Worldwide Healthcare Trust (WWH) is managed by Sven Borho and Trevor Polischuk at global healthcare investment specialist OrbiMed. The trust aims to generate a high level of capital growth from a diversified portfolio of global healthcare stocks. It recently celebrated its 30-year anniversary, during which time, it generated a NAV total return of more than 4,200%, and a share price total return of more than 3,500%. Performance is measured against the MSCI World Health Care Index (sterling adjusted), which achieved a total return of more than 2,300% in the 30-year period.

We highlight the key points of Worldwide Healthcare Trust’s investment story.

1. Trust managers can draw on the extensive resources at OrbiMed.
2. The managers select stocks on a bottom-up basis.
3. WWH’s portfolio is biased towards growth stocks.
4. The healthcare sector has historically provided relatively robust annual total returns.

If you would like to learn more about Worldwide Healthcare Trust, please see our latest research.