How to invest in the UK’s social impact REITs

To Watch the full interview click here.

In the annual webinar, Target Healthcare REIT provides a timely update on its portfolio performance and strategic priorities.
The session covers key sector themes, investment positioning and how the trust continues to deliver value through healthcare real estate.
Ideal for both existing and prospective investors looking for insight into the care home market and long-term income strategies.

Policy clouds lifting for healthcare – a conversation with Gareth Powell of Polar Capital

In this webinar, Dr. Trevor Polischuk discusses the current trends and innovations in healthcare investment, focusing on the Worldwide Healthcare Trust. He highlights the significant growth potential in the healthcare sector driven by increasing demand, technological advancements, and the impact of artificial intelligence. Key areas of investment include neurology, oncology, medical technology, and diagnostics.

In this ShareSoc webinar, Edison Group’s Neil Marouka is joined by Arron Aatkar to discuss the findings from their thematic report, The CNS renaissance: Innovations are reshaping neurological therapies.

The webinar delves into the report’s key findings and explores compelling investment themes within the central nervous system (CNS) subsector of healthcare.

Key topics discussed include:

• What is driving this CNS renaissance and why it matters now.
• Ways to invest in this theme and different approaches to getting exposure.
• Key risks and mitigating factors when looking at the current CNS landscape.

Throughout, Neil and Arron also discuss three specific CNS indications that they see as being particularly exciting at the moment: Alzheimer’s disease, Parkinson’s disease and schizophrenia.

In this episode, healthcare analyst Dr Arron Aatkar provides an overview of Worldwide Healthcare Trust, the London-listed investment company that aims to generate a high level of capital growth from a diversified portfolio of global healthcare stocks. He discusses the stock selection process, which involves a bottom-up approach from a universe of c 1,000 companies, and comments on how the trust brings broad exposure to the global healthcare industry through a multi-cap approach. Dr Aatkar also provides an overview of the current portfolio, highlighting the notable exposure to biotech companies and underweight exposure to pharmaceutical companies (relative to the benchmark index). The discussion then moves on to the trust’s performance in recent years and concludes with the managers’ outlook on the healthcare sector, commenting on how the fundamentals remain favourable despite recent headwinds, particularly for smaller biotech companies.

Listen on your preferred podcast player below:

• Apple Podcasts
• Spotify
• YouTube
• Zencastr

About Uncovering Trusts: Uncovering Trusts is a podcast run by Edison analysts, which is released every two weeks. Subscribe to hear analyst interviews on how investment trusts maximise returns while managing risks for investors.

IP Group hosted a capital markets day on 26 June 2025, which included presentations on the group’s investment strategy, pipeline, major themes and portfolio companies.