Worldwide Healthcare (WWH)
Category Sector Equity Healthcare
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell
349.50p
Buy
350.50p
-1.70p (-0.48%)
Discount/Premium
-9.75%
Estimated NAV
390.039p
Prices updated at 16 May 2024, 13:10 BST
| Prices minimum 15 mins delay
Prices in GBX
Investment objective
In order to achieve a high level of capital growth, the Company invests in the global healthcare sector and in a diversified portfolio of shares in pharmaceutical and biotechnology companies and related securities in the healthcare sector. It uses gearing, and derivative transactions to mitigate risk and also to enhance returns.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
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Growth of 1,000 as of 16 May 2024, 12:05
Trailing returns (%) as of 16 May 2024, 12:05
Annual performance (%)
Year | This fund | Peer group index |
---|---|---|
31 Mar 13 - 31 Mar 14 | 30.84 | 36.66 |
31 Mar 14 - 31 Mar 15 | 49.79 | 60.17 |
31 Mar 15 - 31 Mar 16 | -10.54 | -16.73 |
31 Mar 16 - 31 Mar 17 | 35.52 | 32.18 |
31 Mar 17 - 31 Mar 18 | 5.33 | -15.18 |
31 Mar 18 - 31 Mar 19 | 14.28 | 5.98 |
31 Mar 19 - 31 Mar 20 | 8.04 | 36.22 |
31 Mar 20 - 31 Mar 21 | 27.45 | 49.11 |
31 Mar 21 - 31 Mar 22 | -10.82 | -15.25 |
31 Mar 22 - 31 Mar 23 | -4.07 | -7.08 |
31 Mar 23 - 31 Mar 24 | 8.60 | 15.32 |
Primary benchmark: MSCI World Health Care GR
Peer group index: Morningstar IT Biotechnology & Healthcare
Trailing returns (%)
Year | This fund | Peer group index |
---|---|---|
1 Day | 0.86 | 0.25 |
1 Month | 5.23 | 0.98 |
3 Months | 8.98 | 0.54 |
6 Months | 20.42 | 23.72 |
1 Year | 7.71 | 6.97 |
3 Years annualised | -0.07 | -1.50 |
5 Years annualised | 7.55 | 13.43 |
Primary benchmark: MSCI World Health Care GR
Peer group index: Morningstar IT Biotechnology & Healthcare
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.