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Data as at: 14/11/2025
Fund manager benchmark
MSCI World Health Care GR
Performance (%)
| Return type | 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|---|
| Worldwide Healthcare Trust | Share price total return | 9.9 | 13.7 | 6.6 | 127.8 |
| Biotechnology & Healthcare AIC sector | Share price total return | 8.2 | 1.5 | -13.7 | 89.7 |
| Worldwide Healthcare Trust | NAV total return | 6.7 | 14.8 | 15.2 | 130.6 |
| Biotechnology & Healthcare AIC sector | NAV total return | 5.1 | 8.4 | 7.0 | 106.9 |
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Discrete annual performance (%)
| Return type | 14/11/20 - 21 | 14/11/21 - 22 | 14/11/22 - 23 | 14/11/23 - 24 | 14/11/24 - 25 | |
|---|---|---|---|---|---|---|
| Worldwide Healthcare Trust | Share price total return | 2.7 | -8.6 | -12.5 | 18.2 | 9.9 |
| Worldwide Healthcare Trust | NAV total return | 3.5 | -2.7 | -8.4 | 17.0 | 6.7 |
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Interactive chart
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Data provided by Morningstar.
Company documents provided by FE fundinfo.
