Edison Releases Report on Worldwide Healthcare Trust Performance

Edison Investment Research Limited has published a report on Worldwide Healthcare Trust (WWH), highlighting a strong performance for the first half of its fiscal year ending 30 September 2025. The Trust's net asset value (NAV) and share price yielded total returns of 5.0% and 10.9% respectively, outperforming the benchmark's negative return of 5.3%. This stands out as the Trust's best six-month performance in the past ten years.

Co-managers Sven Borho and Trevor Polischuk, operating from global healthcare firm OrbiMed, credit this success to their emphasis on innovation and growth, especially in small-cap biotech and Chinese stocks. Since its inception in 1995, the Trust has achieved average annual NAV returns of 13.4%, surpassing the benchmark's 10.9%. Market sentiments improved following a drug pricing agreement between President Trump and Pfizer, potentially boosting the healthcare sector's rebound after extended underperformance.