WORLDWIDE HEALTHCARE TRUST PLC - Investor Presentation

To be informed of all WORLDWIDE HEALTHCARE TRUST PLC's upcoming presentations, register at InvestorMeetCompany: https://www.investormeetcompany.com/w... 0:00 Introduction 6:28 Notable Winners/Losers 8:23 Performance : FY1Q 2026 13:18 Looking Ahead 22:56 Healthcare Valuations 26:28 Q&A Worldwide Healthcare Trust PLC delivered a strong investor update, highlighting robust long-term performance and a positive outlook driven by accelerating healthcare innovation, attractive sector valuations and increasing merger and acquisition (M&A) activity. The trust reported a 10% return for FY2025, outperforming its benchmark by more than 8%, followed by a record first-quarter FY2026 performance with a 12.6% return and a record-high NAV. Management attributes this performance to successful stock selection across pharmaceuticals, biotechnology, diagnostics, medical technology and healthcare services, with a particular emphasis on innovative biotech companies and strategic M&A opportunities. The trust remains overweight biotechnology, reflecting confidence in the sector's pipeline of breakthrough therapies, while also identifying significant growth potential in GLP-1 obesity treatments, cardiovascular medicine and oncology. Management expects continued revenue growth, expanding margins and sustained industry innovation, supported by favourable regulatory developments and improving drug pricing clarity in the US. With healthcare representing one of the world's largest and fastest-growing industries, Worldwide Healthcare Trust believes it is well positioned to capitalise on long-term structural growth through a diversified, global portfolio focused on high-quality healthcare companies, maintaining a bullish outlook for both near-term performance and long-term shareholder value.