Got a credit card? use our Credit Card & Finance Calculators
Thanks to DrFfybes,smokey01,bungeejumper,stockton,Anonymous, for Donating to support the site
Worldwide Healthcare Trust Share Split
-
- 2 Lemon pips
- Posts: 215
- Joined: November 9th, 2016, 12:18 pm
- Has thanked: 9 times
- Been thanked: 87 times
Worldwide Healthcare Trust Share Split
Noticed big drop in value of Worldwide Healthcare Trust today as it is one of my biggest holdings. The reason is that a ten for one share split has been completed today. Other holders may not be aware of this either.
-
- Lemon Slice
- Posts: 295
- Joined: November 25th, 2016, 7:53 pm
- Has thanked: 120 times
- Been thanked: 70 times
Re: Worldwide Healthcare Trust Share Split
Thanks for the post everhopeful,
I have some of these in my taxable account. I'm averaged in at around 311 at the after-split price.
Still positive about the longer-term outlook for WWH but will stick with what I have for now. In my opinion the split will be positive for the shares.
In the meantime I'm looking to add some US exposure to my US Investment Trust portfolio. As well as WWH I have NAIT and BRSA. I'm looking for a good growth and Income trust with less of a bias to healthcare and more bias to Tech and natural resources. Any suggestions welcome.
Y
I have some of these in my taxable account. I'm averaged in at around 311 at the after-split price.
Still positive about the longer-term outlook for WWH but will stick with what I have for now. In my opinion the split will be positive for the shares.
In the meantime I'm looking to add some US exposure to my US Investment Trust portfolio. As well as WWH I have NAIT and BRSA. I'm looking for a good growth and Income trust with less of a bias to healthcare and more bias to Tech and natural resources. Any suggestions welcome.
Y
-
- Lemon Slice
- Posts: 259
- Joined: November 5th, 2016, 12:02 am
- Has thanked: 283 times
- Been thanked: 72 times
Re: Worldwide Healthcare Trust Share Split
just lost my post that I typd and saved as a draft
The gist of it is I have ownd JAM, JPMORGAN AMERICAN INVESTMENT TRUST since Feb 2020 on a 5% discount - and that was a bad time to buy considering what happened next.
Happy to say my total return is 48% including the 0.8% dividends (I recently topped up with another 25% of original purchase in May this year that complicates the return).
I considered JPMORGAN AMERICAN INVESTMENT TRUST but whereas there is a better ongoing yield the long term 10 year share price return is about half(looking back).
You can check out the AIC data https://www.theaic.co.uk/aic/find-compare-investment-companies?sec=NA&sortid=Name&desc=false
midgesgalore
![Sad :(](./images/smilies/icon_e_sad.gif)
The gist of it is I have ownd JAM, JPMORGAN AMERICAN INVESTMENT TRUST since Feb 2020 on a 5% discount - and that was a bad time to buy considering what happened next.
Happy to say my total return is 48% including the 0.8% dividends (I recently topped up with another 25% of original purchase in May this year that complicates the return).
I considered JPMORGAN AMERICAN INVESTMENT TRUST but whereas there is a better ongoing yield the long term 10 year share price return is about half(looking back).
You can check out the AIC data https://www.theaic.co.uk/aic/find-compare-investment-companies?sec=NA&sortid=Name&desc=false
midgesgalore
-
- Lemon Quarter
- Posts: 1297
- Joined: November 4th, 2016, 10:42 am
- Has thanked: 252 times
- Been thanked: 436 times
Re: Worldwide Healthcare Trust Share Split
yieldhog wrote:Thanks for the post everhopeful,
I have some of these in my taxable account. I'm averaged in at around 311 at the after-split price.
Still positive about the longer-term outlook for WWH but will stick with what I have for now. In my opinion the split will be positive for the shares.
In the meantime I'm looking to add some US exposure to my US Investment Trust portfolio. As well as WWH I have NAIT and BRSA. I'm looking for a good growth and Income trust with less of a bias to healthcare and more bias to Tech and natural resources. Any suggestions welcome.
Y
JAM is doing well for me. OK, it has got 13% in healthcare and very little in natural resources but 27% in tech - difficult to get exactly what you want in a single IT! Better, perhaps, to look for a more specialised IT for the resources sector. BERI/BRWM for example.
JAM is certainly outperforming NAIT and BRSA.
I am becoming unconvinced by WWH - it really has gone off the boil - ever since the change in mangement?
-
- Lemon Quarter
- Posts: 3554
- Joined: November 19th, 2016, 2:02 pm
- Has thanked: 1213 times
- Been thanked: 1306 times
Re: Worldwide Healthcare Trust Share Split
yieldhog wrote:Thanks for the post everhopeful,
I have some of these in my taxable account. I'm averaged in at around 311 at the after-split price.
Still positive about the longer-term outlook for WWH but will stick with what I have for now. In my opinion the split will be positive for the shares.
In the meantime I'm looking to add some US exposure to my US Investment Trust portfolio. As well as WWH I have NAIT and BRSA. I'm looking for a good growth and Income trust with less of a bias to healthcare and more bias to Tech and natural resources. Any suggestions welcome.
Y
I hold BRSA which may fit your bill. Current yield: 4.19%. See the factsheet below for weightings to Technology and Healthcare.
More info here:
https://www.fundslibrary.co.uk/FundsLib ... QQUfTy&r=1
https://www.hl.co.uk/shares/shares-sear ... come-trust
Return to “Investment Trusts and Unit Trusts”
Who is online
Users browsing this forum: PoxyTD and 74 guests