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Worldwide Healthcare Trust

Full company profile

uuid000bhz3

Namestring
Worldwide Healthcare Trust
Legal namestring
Worldwide Healthcare Trust PLC
Websiteurl
worldwidewh.com
Company typeenum
Public
Founded yearint
1995
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersLondon, United Kingdom
HQ citystring
London
HQ countrystring
United Kingdom
HQ regionstring
Europe
Markets served

Serves global market

Offices7 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
healthcare investment trust, biopharmaceutical equities, healthcare sector fund, investment management, medical technology investments
Industry1 code
1Corporate & Institutional Trust Services
CodeFSAAANABPrimaryYes
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code1 code
  • Investment Advice6282
Product category
Healthcare Investment Trust
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model2 records
1Capital Growth Returns
TypeSubscription Recurring
Description

The investment trust generates returns through capital growth from investing in a diversified portfolio of shares in pharmaceutical and biotechnology companies and related securities in the global healthcare sector.

worldwidewh.com
2Dividend Income
TypeSubscription Recurring
Description

The trust pays dividends to shareholders, with an indicative yield of 0.7% as at April 2026. Recent dividends include 1.7p final dividend (June 2026) and 0.7p interim dividend (November 2025).

worldwidewh.com
Marketing channels5 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components4 values
Operations, Marketing or Sales, Personnel, Infrastructure
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Worldwide Healthcare Trust PLC is an LSE-listed investment trust that provides retail and institutional investors with globally diversified exposure to the global healthcare sector. Managed by OrbiMed Capital LLC, the trust invests in a portfolio spanning large-cap pharmaceutical companies, medical technology firms, and early-stage biotechnology companies across North America, Europe, China, Japan, and India, with the objective of achieving a high level of capital growth.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 value
  • NAV returns since inception of +13.3% per annum vs benchmark of +11.0% per annum
Product overview1 text field

Worldwide Healthcare Trust PLC (WWH) is a single, unified LSE-listed investment trust that provides retail and institutional investors with diversified exposure to the global healthcare sector. The trust is managed by OrbiMed Capital LLC, the world's largest dedicated healthcare investment firm, which manages a portfolio spanning large-cap pharmaceutical companies, medical technology firms, and early-stage biotechnology companies across North America, Europe, China, Japan, and India. Key investor communication products include monthly factsheets, quarterly and annual financial reports, and regular investor update webinars featuring the portfolio management team.

Product and service4 records
1Worldwide Healthcare Trust (WWH) Investment Trust Shares
CategoryInvestment Trust Shares
Description

An LSE-listed investment trust that provides globally diversified exposure to healthcare companies for retail private investors, managed by OrbiMed Capital LLC. The portfolio spans pharmaceutical giants, medical technology firms, and early-stage biotechnology companies across multiple geographies.

2Monthly Factsheets
CategoryInvestor Reporting
Description

Monthly factsheets providing key information and performance data about the trust, including commentary from the Portfolio Manager.

3Annual and Half-Year Reports
CategoryStatutory Reporting
Description

Comprehensive financial reports including annual reports and half-year reports providing detailed financial statements, portfolio information, and strategic updates for shareholder review.

4Investor Update Webinars
CategoryInvestor Communications
Description

Video update webinars featuring Portfolio Managers Trevor Polischuk and Sven H. Borho providing investors with updates on performance and portfolio positioning.

Scale indicator6 records

Each record includes

Type, Value, Description, Source

Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
1BB Healthcare Trust
TypeDirect peer
Description

UK-listed investment trust investing in global listed healthcare equities with similar objective of long-term capital growth. Competes directly for UK retail investor capital via the same IFA distribution channel.

2Polar Capital Global Healthcare Trust
TypeDirect peer
Description

LSE-listed investment trust managed by Polar Capital focused on global healthcare equities. Direct competitor with overlapping investor base and similar mandate.

3International Biotechnology Trust
TypeDirect peer
Description

LSE-listed investment trust specializing in quoted biotechnology and pharmaceutical companies globally. Closely comparable given overlapping healthcare/biotech universe and investment trust structure.

4Biotech Growth Trust
TypeDirect peer
Description

LSE-listed investment trust focused on biotechnology and healthcare equities. Highly comparable given similar single-sector healthcare/biotech mandate and UK retail distribution.

5HBM Healthcare Investments
TypeDirect peer
Description

Swiss-listed investment company holding a globally diversified portfolio of healthcare equities with significant biotech exposure. Closely comparable by mandate and target subsectors despite being Swiss-domiciled.

6BlackRock Health Sciences Trust
TypeDirect peer
Description

US-listed closed-end fund investing in US and global healthcare companies. Directly comparable mandate and structure, though US-domiciled and primarily serves US investors.

7Tekla Healthcare Investors
TypeDirect peer
Description

US-listed closed-end fund managed by Tekla Capital focused on public and private healthcare equities. Highly comparable by mandate (capital growth through healthcare/biotech) and structure.

8Herald Investment Trust
TypeBroad incumbent
Description

LSE-listed investment trust with significant technology and healthcare exposure, including early-stage companies. Overlaps on healthcare/biotech investing but with broader technology focus.

9Caledonia Investments
TypeBroad incumbent
Description

LSE-listed investment trust with diversified holdings including healthcare exposure. Broader mandate but comparable investment trust structure and UK retail distribution channel.

10OrbiMed Capital LLC
TypeOthers
Description

The investment manager of Worldwide Healthcare Trust and world's largest dedicated healthcare investment firm. Not a competitor for investor capital but the most directly comparable specialist healthcare investor by mandate, team, and universe coverage.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks7 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers2 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment1 record

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature2 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles8 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Worldwide Healthcare Trust

Healthcare Investment Trustworldwidewh.com

Worldwide Healthcare Trust firmographics

Firmographics
Name
Worldwide Healthcare Trust
Legal name
Worldwide Healthcare Trust PLC
Website
https://worldwidewh.com
Company type
Public
Founded year
1995
Operating status
Operating
Headcount range
1–10 employees
Ownership category
akta.pro rank

Worldwide Healthcare Trust industry classification

Industry
Product category
Healthcare Investment Trust
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282)
akta.pro primary industry
Corporate & Institutional Trust Services (FSAAANAB)

Keywords

  • Healthcare investment trust
  • Biopharmaceutical equities
  • Healthcare sector fund
  • Investment management
  • Medical technology investments

Where Worldwide Healthcare Trust is headquartered

Location

Headquarters

HQ city
London
HQ country
United Kingdom
HQ region
Europe

Offices7 records

Markets served

Worldwide Healthcare Trust business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Operations, Marketing or Sales, Personnel, Infrastructure

Revenue model

  1. Capital Growth Returns: The investment trust generates returns through capital growth from investing in a diversified portfolio of shares in pharmaceutical and biotechnology companies and related securities in the global healthcare sector.
  2. Dividend Income: The trust pays dividends to shareholders, with an indicative yield of 0.7% as at April 2026. Recent dividends include 1.7p final dividend (June 2026) and 0.7p interim dividend (November 2025).

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Worldwide Healthcare Trust product offering

Product offering

Core offering

Worldwide Healthcare Trust PLC is an LSE-listed investment trust that provides retail and institutional investors with globally diversified exposure to the global healthcare sector. Managed by OrbiMed Capital LLC, the trust invests in a portfolio spanning large-cap pharmaceutical companies, medical technology firms, and early-stage biotechnology companies across North America, Europe, China, Japan, and India, with the objective of achieving a high level of capital growth.

Product overview

Worldwide Healthcare Trust PLC (WWH) is a single, unified LSE-listed investment trust that provides retail and institutional investors with diversified exposure to the global healthcare sector. The trust is managed by OrbiMed Capital LLC, the world's largest dedicated healthcare investment firm, which manages a portfolio spanning large-cap pharmaceutical companies, medical technology firms, and early-stage biotechnology companies across North America, Europe, China, Japan, and India. Key investor communication products include monthly factsheets, quarterly and annual financial reports, and regular investor update webinars featuring the portfolio management team.

Differentiator

Problem solved

Functional benefit

Products and services

  • Worldwide Healthcare Trust (WWH) Investment Trust Shares An LSE-listed investment trust that provides globally diversified exposure to healthcare companies for retail private investors, managed by OrbiMed Capital LLC. The portfolio spans pharmaceutical giants, medical technology firms, and early-stage biotechnology companies across multiple geographies.
  • Monthly Factsheets Monthly factsheets providing key information and performance data about the trust, including commentary from the Portfolio Manager.
  • Annual and Half-Year Reports Comprehensive financial reports including annual reports and half-year reports providing detailed financial statements, portfolio information, and strategic updates for shareholder review.
  • Investor Update Webinars Video update webinars featuring Portfolio Managers Trevor Polischuk and Sven H. Borho providing investors with updates on performance and portfolio positioning.

Quantifiable outcome

  • NAV returns since inception of +13.3% per annum vs benchmark of +11.0% per annum

Companies that use Worldwide Healthcare Trust

Customer profile

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Worldwide Healthcare Trust technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature2 records

Worldwide Healthcare Trust partnerships and signals

Strategic signal

Scale indicators6 records

Recent moves3 records

Expansion highlights5 records

Worldwide Healthcare Trust competitors and assessment

Company assessment

Direct peers

  • BB Healthcare Trust: UK-listed investment trust investing in global listed healthcare equities with similar objective of long-term capital growth. Competes directly for UK retail investor capital via the same IFA distribution channel.
  • Polar Capital Global Healthcare Trust: LSE-listed investment trust managed by Polar Capital focused on global healthcare equities. Direct competitor with overlapping investor base and similar mandate.
  • International Biotechnology Trust: LSE-listed investment trust specializing in quoted biotechnology and pharmaceutical companies globally. Closely comparable given overlapping healthcare/biotech universe and investment trust structure.
  • Biotech Growth Trust: LSE-listed investment trust focused on biotechnology and healthcare equities. Highly comparable given similar single-sector healthcare/biotech mandate and UK retail distribution.
  • HBM Healthcare Investments: Swiss-listed investment company holding a globally diversified portfolio of healthcare equities with significant biotech exposure. Closely comparable by mandate and target subsectors despite being Swiss-domiciled.
  • BlackRock Health Sciences Trust: US-listed closed-end fund investing in US and global healthcare companies. Directly comparable mandate and structure, though US-domiciled and primarily serves US investors.
  • Tekla Healthcare Investors: US-listed closed-end fund managed by Tekla Capital focused on public and private healthcare equities. Highly comparable by mandate (capital growth through healthcare/biotech) and structure.

Broad incumbents

  • Herald Investment Trust: LSE-listed investment trust with significant technology and healthcare exposure, including early-stage companies. Overlaps on healthcare/biotech investing but with broader technology focus.
  • Caledonia Investments: LSE-listed investment trust with diversified holdings including healthcare exposure. Broader mandate but comparable investment trust structure and UK retail distribution channel.

Others

  • OrbiMed Capital LLC: The investment manager of Worldwide Healthcare Trust and world's largest dedicated healthcare investment firm. Not a competitor for investor capital but the most directly comparable specialist healthcare investor by mandate, team, and universe coverage.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

Worldwide Healthcare Trust social profiles

Digital presence

Worldwide Healthcare Trust financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Worldwide Healthcare Trust leadership team

Management profile

Number of profiles

Profiles8 records

Worldwide Healthcare Trust funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Worldwide Healthcare Trust M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Worldwide Healthcare Trust

What does Worldwide Healthcare Trust do?

Worldwide Healthcare Trust PLC is an LSE-listed investment trust that provides retail and institutional investors with globally diversified exposure to the global healthcare sector. Managed by OrbiMed Capital LLC, the trust invests in a portfolio spanning large-cap pharmaceutical companies, medical technology firms, and early-stage biotechnology companies across North America, Europe, China, Japan, and India, with the objective of achieving a high level of capital growth.

Is Worldwide Healthcare Trust a public or private company?

Worldwide Healthcare Trust is a public company. It is classified as public and is currently operating.

When was Worldwide Healthcare Trust founded?

Worldwide Healthcare Trust was founded in 1995. It employs 1 to 10 people.

Where is Worldwide Healthcare Trust based?

Worldwide Healthcare Trust is headquartered in London, United Kingdom, in the Europe region.

How does Worldwide Healthcare Trust make money?

Two revenue lines are on record. Capital Growth Returns are the primary driver. The others are dividend Income.

Who are Worldwide Healthcare Trust's main competitors?

Direct peers on record are BB Healthcare Trust, Polar Capital Global Healthcare Trust, International Biotechnology Trust, Biotech Growth Trust, HBM Healthcare Investments, BlackRock Health Sciences Trust and Tekla Healthcare Investors. Broad incumbents are Herald Investment Trust and Caledonia Investments. OrbiMed Capital LLC is listed as an others.

Does Worldwide Healthcare Trust have an API?

No public API is recorded for Worldwide Healthcare Trust.

What industry is Worldwide Healthcare Trust in?

Worldwide Healthcare Trust's product category is Healthcare Investment Trust. Its primary akta.pro industry code is FSAAANAB, Corporate & Institutional Trust Services. Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
InvestegateTransaction in Own SharesWorldwide Healthcare Trust purchased 1,137,845 of its own shares at 369.15p each on 7 October 2026. The shares will be held in treasury, leaving 260,720,703 shares in treasury and 601,665,200 in issue, with voting rights of 340,944,497.The future of tradingWorldwide Healthcare Trust estimated Oct. 1 NAV at 397.38p per share, cum incomeWorldwide Healthcare Trust reported an estimated unaudited NAV of 397.38p per share (cum income) at the Oct. 1 close. The figure is based on the company's published content via PR Newswire on October 02, 2026.InvestegateTransaction in Own SharesWorldwide Healthcare Trust purchased 1,493,944 ordinary shares at 381.56 pence per share on 30 September 2026. The shares will be held in treasury, bringing treasury holdings to 259,582,858 and voting rights to 342,082,342.Defense WorldWorldwide Healthcare (LON:WWH) Share Price Crosses Above Fifty Day Moving Average – Here’s WhyWorldwide Healthcare's share price crossed above its 50-day moving average on Tuesday, trading at GBX 381 against a 50-day average of GBX 383.88. Insider Sian Hansen bought 10,312 shares at GBX 386, and the company's market cap is £1.33 billion.InvestegateTransaction in Own SharesWorldwide Healthcare Trust purchased 1.5 million of its own ordinary shares at 381.15 pence per share. The transaction brings treasury shares to 258,088,914 out of 601,665,200 issued, reducing voting rights to 343,576,286.InvestegateTransaction in Own SharesWorldwide Healthcare Trust purchased 750,000 of its own shares at 379.99p each, bringing treasury shares to 255,288,914 and voting rights to 346,376,286. The repurchase was authorized at the 14 July 2026 AGM, with a maximum of 53,782,409 shares allowed.InvestegateTransaction in Own SharesWorldwide Healthcare Trust purchased 578,373 ordinary shares at 375.13 pence each, bringing treasury shares to 254,538,914 out of 601,665,200 issued. The repurchase reduces voting rights to 347,126,286, which shareholders should use for FCA notification calculations.InvestegateTransaction in Own SharesWorldwide Healthcare Trust purchased 1,492,274 of its own shares at 381.86 pence per share on 9 September 2026. The shares will be held in treasury, bringing treasury shares to 253,475,058 and voting rights to 348,190,142.InvestegateTransaction in Own SharesWorldwide Healthcare Trust purchased 700,000 of its own shares at 387.82 pence per share on 4 September 2026. The shares will be held in treasury, bringing the total treasury shares to 251,982,784 and voting rights to 349,682,416.AInvestWorldwide Healthcare Trust's Buyback: Value Built at a Discount, Delivered Only When You SellWorldwide Healthcare Trust repurchased 121 million shares last year, paying £396 million and removing 24.5% of its share capital. The buybacks added 1.8% to per-share NAV, but the benefit is a capital gain, not cash. The discount remains near 7.6%, above the 6% threshold that would stop buybacks.