Edison Highlights Long-term Success of Worldwide Healthcare Trust

On 9 December 2024, Edison Investment Research Limited published a report on Worldwide Healthcare Trust (WWH). As the trust approaches its 30th anniversary in 2025, it boasts significant long-term returns despite recent performance challenges. Since its inception in April 1995 until the end of September 2024, WWH's net asset value (NAV) has increased by 4,770%, and share price by 4,181%, surpassing the benchmark's 2,438% gain.

Managers Sven Borho and Trevor Polischuk from OrbiMed remain optimistic about the healthcare sector's prospects. They cite strong industry fundamentals, high innovation levels, a supportive regulatory environment, and robust mergers and acquisitions activity. An impending patent cliff also drives major pharmaceutical companies to innovate as key drugs face patent expiration.