Report

Investing in healthcare across the globe

Worldwide Healthcare Trust (WWH) aims to generate capital growth from a global portfolio of healthcare stocks. While around two-thirds of the portfolio is invested in the US, there is a meaningful c 15% exposure to emerging markets and WWH can invest across all subsectors of the healthcare industry. Since launch, the trust has been managed by Sam Isaly, who is co-founder of OrbiMed Capital, the largest dedicated healthcare investment manager in the world. WWH has a strong investment track record – it has outperformed its benchmarks over one, three, five and 10 years. WWH’s discount has been on a narrowing trend since mid-2016; its shares are now in line with cum-income NAV.
Underlying
Worldwide Healthcare Trust

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.

Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts
Mel Jenner

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