Worldwide Healthcare Trust PLC: Best Global Healthcare Investment Strategy UK 2023

Worldwide Healthcare Trust

Listed on the London Stock Exchange, Worldwide Healthcare Trust is a globally diversified portfolio of pharmaceutical and biotech investments, with the objective of achieving high capital growth. It aims to capitalise on the natural tailwinds in the healthcare industry to enhance shareholder returns. Worldwide Healthcare Trust has achieved an impressive track record of revenue growth and share price outperformance — particularly during recessionary periods. From the Company’s inception in 1995 to 31 March 2023, the total return of the net asset value per share has been +4,234.1%, equivalent to a compound annual return of +14.5%.. Worldwide Healthcare Trust, which has a net asset value of approximately £2bn, considers biotech to be the “sweet spot” of healthcare investing. Its portfolio of company shares and healthcare securities is overweighted in the biotech sector and underweighted in large pharmaceutical corporations. This is the result of a long-term investment strategy that relies on deep research to identify innovations that accelerate big ideas as well as incremental improvements. Worldwide Healthcare Trust targets companies at every stage of growth — so long as they have high quality management teams, products in the pipeline and adequate financial footing. The portfolio has been managed by OrbiMed Capital, a prominent healthcare-focused investment firm, since its launch in 1995. Frostrow Capital was also appointed as the designated alternative investment fund manager in 2014, complementing the aggregate talents of the team and ensuring compliance with evolving regulatory requirements. The CFI.co judging panel has unanimously selected Worldwide Healthcare Trust as the 2023 award winner for Best Global Healthcare Investment Strategy (UK).


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