Worldwide Healthcare (WWH)

Category Sector Equity Healthcare


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This investment trust can be held in an Investment ISA, SIPP and Investment Account
Sell

349.50p

Buy

350.50p

arrow-down-1.70p (-0.48%)

Discount/Premium

-9.75%

Estimated NAV

390.039p

Prices updated at 16 May 2024, 13:10 BST
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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.

arrow-up0.06%
LSE

Growth of 1,000 as of 16 May 2024, 12:05

Trailing returns (%) as of 16 May 2024, 12:05

Annual performance (%)

This fundPeer group index
31 Mar 13 - 31 Mar 1430.8436.66
31 Mar 14 - 31 Mar 1549.7960.17
31 Mar 15 - 31 Mar 16-10.54-16.73
31 Mar 16 - 31 Mar 1735.5232.18
31 Mar 17 - 31 Mar 185.33-15.18
31 Mar 18 - 31 Mar 1914.285.98
31 Mar 19 - 31 Mar 208.0436.22
31 Mar 20 - 31 Mar 2127.4549.11
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 248.6015.32

Primary benchmark: MSCI World Health Care GR

Peer group index: Morningstar IT Biotechnology & Healthcare

Trailing returns (%)

This fundPeer group index
1 Day0.860.25
1 Month5.230.98
3 Months8.980.54
6 Months20.4223.72
1 Year7.716.97
3 Years annualised-0.07-1.50
5 Years annualised7.5513.43

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.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.