Worldwide Healthcare Trust : WWH

Research History

• 14 Jul 2020 13 min read

  QuotedData’s Investment Companies Quarterly Review – Second Quarter 2020

  Investment Companies Quarterly Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments  Table of contents  In this issue Performance data Positive movers Negative movers Discounts and premiums Getting more expensive Getting cheaper Money in and out Money in Money out Major news stories Upcoming Events New research Guide The legal bit  When the going gets […]

• 07 Jul 2020 11 min read

  QuotedData’s Economic Roundup – July 2020

  Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]

• 06 Dec 2019 7 min read

  QuotedData’s economic roundup – December 2019

  Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]

• 8 min read

  QuotedData’s investment companies roundup – December 2019

  Investment Companies Roundup Kindly sponsored by Baillie Gifford  Table of contents  New research In this issue Performance data Discounts and premiums Money in and out Income Events  New research  Here is a list of research we published over November: An initiation note on Henderson High Income “We have initiated coverage on Henderson High Income (HHI). Since […]

• 07 Oct 2019 7 min read

  QuotedData’s investment companies roundup – October 2019

  Investment Companies Roundup Kindly sponsored by Baillie Gifford  New research Over September, we published notes on India Capital Growth, Jupiter Emerging & Frontier, International Biotechnology Trust, JPMorgan Russian Securities, Civitas Social Housing, Montanaro European Smaller Companies and JLEN Environmental Assets. We also launched a monthly real estate roundup, beginning with reviews of August and September.  In […]

• 05 Jul 2019 8 min read

  QuotedData’s economic roundup – July 2019

  Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]

• 08 May 2019 4 min read

  QuotedData’s investment companies roundup – May 2019

  Investment Companies Roundup  New research Over April, we published notes on Henderson Diversified Income, Ecofin Global Utilities and Infrastructure, Jupiter Emerging and Frontier Income, Seneca Global Income & Growth and Polar Capital Global Financials Trust. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com.  In this issue Performance data – it was […]

• 22 Feb 2019 2 min read

  QuotedData’s investment companies roundup – February 2019

  QuotedData’s investment companies roundup – February 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2019. Kindly sponsored by Baillie Gifford. December’s sharp sell-off in technology and growth stocks reversed somewhat in January. This was […]

• 18 Jan 2019 1 min read

  QuotedData’s investment companies roundup – January 2019

  QuotedData’s investment companies roundup – January 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of December 2018. Kindly sponsored by Baillie Gifford. Extract from money raised and returned in December The only new issue […]

• 19 Dec 2018 2 min read

  QuotedData’s economic roundup – December 2018

  QuotedData’s economic roundup – December 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any […]

• 12 Oct 2018 1 min read

  QuotedData’s investment companies roundup – October 2018

  QuotedData’s investment companies roundup – October 2018 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of August 2018. Kindly sponsored by Baillie Gifford. Money raised and returned in September Trian Investors 1 is a new fund that will adopt […]

• 11 Jul 2018 2 min read

  QuotedData’s Economic round up – July 2018

  QuotedData’s Economic round up – July 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

• 25 Apr 2018 2 min read

  Quarterly investment companies roundup – First quarter 2018

  Quarterly investment companies roundup – First quarter 2018 Quarterly investment companies roundup – First quarter 2018 – Global equity markets declined in the first quarter of 2018. Concerns about US interest rate rises were the feature of the first half of the quarter. However, worries about global trade took over in the second part, particularly […]

• 07 Feb 2018 2 min read

  QuotedData investment companies roundup – February 2018

  QuotedData investment companies roundup – February 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2018. Kindly sponsored by Baillie Gifford. The oil price was up again over the month and this helped propel […]

• 18 Jan 2018 2 min read

  QuotedData – 2017 review of the year

  QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside:  US markets hit new highs despite three interest rate rises.  Perceived low/no growth areas such as Europe and Japan burst into life.  Asia’s technology stocks surged.  India’s […]

• 10 Jan 2018 2 min read

  QuotedData investment companies roundup – January 2018

  QuotedData investment companies roundup – January 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of December 2017. Kindly sponsored by Baillie Gifford. January Investment Companies Roundup Winners and losers in December Infrastructure India’s share price […]

• 11 Dec 2017 2 min read

  QuotedData investment companies roundup – December 2017

  QuotedData investment companies roundup – December 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2017. Kindly sponsored by Baillie Gifford. December Investment Companies Roundup Money raised and returned in November There were no […]

• 2 min read

  QuotedData’s economic round up – December 2017

  QuotedData’s economic round up – December 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

• 10 Nov 2017 2 min read

  QuotedData investment companies roundup – November 2017

  QuotedData investment companies roundup – November 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of October 2017. Kindly sponsored by Baillie Gifford. November Investment Companies Roundup Globalworth Real Estate’s discount was eliminated after it announced […]

• 12 Oct 2017 1 min read

  QuotedData investment companies roundup – October 2017

  QuotedData investment companies roundup – October 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of September 2017. Kindly sponsored by Baillie Gifford. October Investment Companies Roundup Amongst the top performers, Alternative Liquidity Fund sold its […]

• 14 Sep 2017 2 min read

  QuotedData investment companies roundup – September 2017

      QuotedData investment companies roundup – September 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of August 2017. Kindly sponsored by Baillie Gifford. September Investment Companies Roundup Winners and losers in August Ashmore Global’s […]

• 12 Jul 2017 2 min read

  QuotedData investment companies roundup – July 2017

  QuotedData investment companies roundup – July 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of June 2017. Kindly sponsored by Baillie Gifford. July Investment Companies Roundup Money raised in July Newly launched in June were […]

• 3 min read

  QuotedData’s economic round up – July 2017

  QuotedData’s economic round up – July 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]

• 07 Dec 2016 1 min read

  QuotedData investment companies roundup – December 2016

  Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of November 2016. december-investment-companies-roundup

• 1 min read

  QuotedData’s round up of views on the global economy – December 2016

  QuotedData’s collation of recent insights on markets and economies taken from comments made by chairman and managers of investment companies. december-economic-and-political-roundup

News

• 28 Jan 2021 1 min read

  QuotedData’s morning briefing 28 January 2021

  In QuotedData’s morning briefing 28 January 2021: VH Global Sustainable Energy Opportunities raised £242.6m from its IPO. Dealings in the ordinary shares will commence at 8.00 a.m. on 2 February 2021. CATCo Reinsurance Opportunities says its unaudited NAVs for the ordinary shares and C shares were $0.2828 and $0.5071 respectively, as at the close of business on […]

• 04 Jun 2020 2 min read

  Worldwide Healthcare has positive COVID-19 experience

  Worldwide Healthcare results for the year ended 31 March 2020 show an NAV return of 6.5%, ahead of the benchmark’s 5.7%. The premium edged a little higher to 1.8% from 0.3%, giving shareholders a return of 8.0%. The dividend has fallen to 25p from 26.5p – but this trust is not about dividends. The NAV […]

• 10 Jan 2020 3 min read

  Biotech Growth tops bio-trust league with 47% NAV rise – updated

  Biotech Growth tops bio-trust league with 47% NAV rise – Orbimed-managed Biotech Growth Trust (BIOG)  recorded the rise 47% rise in NAV in 2019, representing the best performance of the 14 specialist biotech/pharma closed end investment vehicles monitored by Marten & Co. Biotech Growth’s rise in NAV was more than double that of the benchmark […]

• 06 Jun 2019 2 min read

  QuotedData’s other news 6 June 2019

  In QuotedData’s other news 6 June 2019: Regional REIT has announced the sale of an office building in Sheffield at a price 25% higher than when it was last valued. Bought in 2016 for £6.3m, Aspect Court, Pond Hill, Sheffield was sold to Sheffield Hallam University for £8.8 million, reflecting a net initial yield of 6.6%. […]

• 23 Jan 2019 2 min read

  WWH opens new positions in Takeda and Novartis  

  WWH opens new positions in Takeda and Novartis Orbimed-managed Worldwide Healthcare Trust (WWH) has disclosed new substantial shareholdings in Takeda – the Japanese pharmaceuticals group that has just completed a takeover of Shire Pharmaceuticals – and Novartis, according to an analysis by Marten & Co. The shareholding in Takeda appears in third place and accounts for […]

• 03 Aug 2018 1 min read

  Tekla Healthcare top specialist fund performer in July

  Tekla Healthcare top specialist fund performer in July Tekla Healthcare Opportunities, a  US closed end fund that invests largely in US large cap pharma and biotech, saw the best investment performance of the 14 specialist biotech specialist investors monitored by Marten & Co, in terms of its sterling-adjusted NAV performance for the month of July. Switzerland’s BB […]

• 20 Jun 2018 2 min read

  Alexion files for key drug with priority review voucher

  Alexion files for key drug with priority review voucher Trust favourite Alexion Pharmaceuticals (Nasdaq: ALXN) yesterday confirmed it had made a US regulatory submission for approval of ALXN1210, its long-acting C5 complement inhibitor, for the treatment of the ultra-rare condition of paroxysmal nocturnal hemoglobinuria (PNH). Alexion is a cornerstone holding for both the OrbiMed-managed Biotech Growth Trust […]

• 30 Apr 2018 2 min read

  OrbiMed-managed trusts benefit from Alexion rise

  OrbiMed-managed trusts benefit from Alexion’s rise Shares in trust favourite Alexion Pharmaceuticals (Nasdaq: ALXN) put on 12% last week on the back of a strong financial first quarter with upgraded guidance and positive top-line results from a  phase III study of ALXN1210, the company’s longer-acting follow-up to its blockbuster Soliris in the ultra-rate disease of […]

• 17 Apr 2018 3 min read

  WWH’s hedging of Merck-BMS data comp backfires

  WWH’s hedging of Merck-BMS data comp backfires Worldwide Healthcare Trust’s (WWH) apparent attempt to hedge its bet on the outcome of the three trials of anti-pd(L)-1 checkpoint inhibitors in first-line treatment of non-small cell lung cancer that were reported simultaneously yesterday appears to have backfired, after the stock market determined the data  justified an asymmetric response. […]

• 11 Apr 2018 4 min read

  Worldwide Health offers a way to play AACR lung data reveal

  Worldwide Health offers a way to play AACR lung data reveal London-listed Worldwide Healthcare Trust (WWH) could be best way for trust investors to obtain exposure to what is likely to be the most important clinical data disclosure involving large cap pharmaceutical companies this year. This is set to occur next Monday (16 April) at the American Association […]

• 26 Mar 2018 3 min read

  Worldwide Healthcare rejigs portfolio, adds BMS, Vertex stakes

  Worldwide Healthcare rejigs portfolio, adds BMS, Vertex stakes OrbiMed-managed Worldwide Healthcare Trust (WWH) has added new large shareholdings in Bristol-Myers Squibb and Vertex to its portfolio, displacing holdings in Intuitive Surgical and Cigna from its top 10, according to the trust’s latest factsheet. The changes follow the addition of a holding in Merck & Co in January, and […]

• 23 Jan 2018 3 min read

  HBM Healthcare tops biotech trust league in 2017

  HBM Healthcare tops biotech trust league in 2017 Swiss-listed HBM Healthcare Investments (HBMN.S) can claim to have been the best performing biotech-specialist closed-end fund  in 2017, according to an analysis by Marten & Co. The CHF1.1bn trust run by Swiss healthcare investment specialist HBM saw its share price rise from CHF99 to CHF134 last year […]

• 18 Dec 2017 1 min read

  Investment Trust Insider on Biotech

  Investment Trust Insider on Biotech – inspired by the launch of our biotech news service on QuotedData, I wrote something for Citywire that looks at some of the exciting stories that have been published just in the last couple of weeks. James Carthew: biotech boom boosts generalist trusts This week I am returning to the […]

• 07 Dec 2017 1 min read

  FDA OK for Alexion’s Soliris in myasthenia gravis

  FDA OK for Alexion’s Soliris in myasthenia gravis US approval for Alexion’s complement inhibitor Soliris in anti-acetylcholine receptor antibody-positive generalised myasthenia gravis could double the market for a product that is already selling $3bn/year, if some of the most optimistic sell-siders are to be believed. Soliris, which is famously one of, if not the, most […]

• 13 Oct 2017 2 min read

  Manchester & London overseas bet pays off

  Manchester & London overseas bet pays off – Manchester & London has published results for the year ended 31 July 2017 that show that the fund delivered a 26.9% return on net assets and a 47.9% return to shareholders over a period when its benchmark (MSCI UK Investable Market Index) returned 14.7%. the share price return […]

• 21 Oct 2016 2 min read

  Manchester & London performance improves

  Manchester & London reports that, for the year ended 31 July 2016, its NAV increased by 19.8% which they compare to a 4.0% return on the Dow Jones U.K. Total Stock Market Total Return Index. The discount the Shares trade at to their Net Asset Value per Share has widened by 2.2 per cent during […]

• 18 Apr 2016 1 min read

  Best and worst performing investment trusts: Unloved commodity, Brazil and Russia funds finally come good

  Recovery in commodity prices has boosted investment trusts specialising in the sector Investors also hoping for Brazil revival if leader Dilma Rousseff is ousted Biotech and healthcare hit by fears Democrat party will squeeze drug prices if they win the US   http://www.thisismoney.co.uk/money/investing/article-3542148/Unloved-commodity-Brazil-Russia-funds-finally-come-good.html  

• 21 Mar 2016 4 min read

  All change again for Jupiter Global

  Jupiter Global’s board has decided to seek shareholders’ approval for a change in both the company’s investment strategy and name with effect from the general meeting of shareholders which has been convened for next month. These changes are the subject of a circular which has been posted alongside the Half Year report. This is an important […]

• 28 Jan 2016 2 min read

  F&C Managed Portfolio beats UK market

  F&C Managed Portfolio Trust has published interim results for the six months ended 30 November 2015, announcing a net asset value total return of -5.1% for the Income shares and -2.4% for the Growth shares compared to the FTSE All-Share Index return of -6.4%. The key drivers of the performance of the Growth Portfolio were […]

• 27 Jul 2015 7 min read

  F&C Managed Portfolio sees both pools beat the UK market

  F&C Managed Portfolio has published results for the year ended 31 May 2015. The NAV total returns for the Income shares were 10.0% and for the Growth shares 12.8% compared to the FTSE All-Share Index of 7.5%. The investment company sector, as measured by the FTSE Equity Investment Instruments Index, returned 13.0%. The annual dividend increased […]

• 20 Jul 2015 1 min read

  Investment trusts see largest ever new issue

  QuotedData reports that the investment trust sector expanded by about GBP2.4 billion over the second quarter of 2015, taking in close to GBP2.9 billion and handing back just over GBP450 million. The firm comments that many of the funds raising money are not designed to throw off high levels of income, suggesting that investors are […]

• 24 Apr 2015 2 min read

  Cayenne Trust says considering proposals for future of the company

  The Cayenne Trust’s results for the year ended 31 January 2015 have been published. The company’s net asset value total return and share price total return were both 12.1% for the period. This compares to an 11.6% return on the FTSE All-Share Equity Investments Index. The dividend has been increased from 1.2p to 3.8p. The […]

• 22 Jan 2015 1 min read

  F&C Managed Portfolio benefits from strong investment company sector

  F&C Managed Portfolio has announced results for the six months that finished on 30 November 2014. The FTSE All-Share Index returned -0.1% over that period but F&C Managed Portfolio Growth shares (FMPG) returned 4.3% and the F&C Managed Portfolio Income shares (FMPI) returned 3.0% over the period. This may be  largely down to a good […]

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In The Press

• 16 Nov 2020 2 min read

  How to invest in Big Pharma

  A shot in the arm for your portfolio (without side effects): How to invest in Big Pharma with these shares and investment trusts By ANNE ASHWORTH FOR THE DAILY MAIL PUBLISHED: 21:50, 13 November 2020 | UPDATED: 11:53, 14 November 2020 The breakthrough on the Covid-19 vaccine from Pfizer and BioNTech this week has cheered the nation – and the […]

• 25 Feb 2020 2 min read

  Investment trust insider on health care

  Investment trust insider on health care – James Carthew: healthcare trusts cut through US political noise Just nine months to go until the US election. If only we could lock all the candidates in a room for a year beforehand and harness the hot air. Instead we are condemned to endless opinion polls, voting shenanigans and […]

• 17 Mar 2017 1 min read

  Biotech trusts top performance charts in February

  Biotech and healthcare trusts came at the top of performance tables in NAV terms in February, as the sector continues to “claw back losses” suffered prior to the US election, according to investment trust analysts QuotedData. read more here

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