The Lemon Fool

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.

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

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

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?

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