Worldwide Healthcare Trust - Managers remain optimistic on sector’s prospects
Worldwide Healthcare Trust (WWH) is managed by Sven Borho and Trevor Polischuk at OrbiMed. They remain very constructive on the prospects for the global healthcare sector – despite headline risk ahead of the 2020 US presidential election – citing industry innovation, which they suggest is at ‘unparalleled’ levels, and has historically been an important driver of the sector’s performance. Although investor concerns about drug pricing in the US remain, Borho and Polischuk say that pharma and biotech companies are ‘still getting paid and are generating attractive returns’. In addition to opportunities in developed markets, they are also finding interesting investment ideas in China, due to higher product approval standards and a relaxation of listing requirements for fledgling companies.Worldwide Healthcare Trust is an investment trust. Co. invest in the global healthcare sector particularly in pharmaceutical and biotechnology companies and related securities in the healthcare sector. In addition, Co. invests in medical device technologies, life science tools and healthcare services. A maximum of 20% of the portfolio, at the time of acquisition, may be invested in companies in each of the following sectors: healthcare equipment and supplies; healthcare technology; and healthcare providers and services. Co.'s investment portfolio at Mar 31 2017, principally comprised listed equity investments, OTC swaps and unquoted debt investments and totalled £1,192,881,000.
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