Worldwide Healthcare Trust – equity proposition

Worldwide Healthcare Trust – equity proposition

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Worldwide Healthcare Trust 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).

We highlight four key points about the trust’s investment story.

  1. The trust’s managers can draw on the extensive resources at healthcare specialist OrbiMed.
  2. The managers select stocks on a bottom-up basis.
  3. Worldwide Healthcare Trust’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 visit www.edisongroup.com


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