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  • FIRST POST
    • MPN
    • By MPN 12th Jul 18, 8:36 PM
    • 256Posts
    • 90Thanks
    MPN
    WWH or IBT or both?
    • #1
    • 12th Jul 18, 8:36 PM
    WWH or IBT or both? 12th Jul 18 at 8:36 PM
    I am looking to invest a small percentage of my ISA allowance into Healthcare and am looking at WWH (Worldwide Healthcare Trust) and IBT (International Biotechnology Trust).

    I understand that WWH is more of a general healthcare trust whereas IBT is more biotech and hence higher risk. Therefore, would it be reasonable to hold both trusts to cover more of the whole healthcare sector instead of just one? If anybody else holds these or other IT's in this sector your points of view would be appreciated. Thanks.
Page 1
    • StellaN
    • By StellaN 12th Jul 18, 9:16 PM
    • 220 Posts
    • 76 Thanks
    StellaN
    • #2
    • 12th Jul 18, 9:16 PM
    • #2
    • 12th Jul 18, 9:16 PM
    I am a long term holder of WWH as part of my specialist holdings in my portfolio and overall it has performed well. About 18 months ago, I also bought some IBT and I'm happy to hold both, because in my opinion, healthcare and biotech products are always going to be required within an ever ageing world.
    Last edited by StellaN; 13-07-2018 at 1:28 PM.
    • ArchBair
    • By ArchBair 13th Jul 18, 1:39 PM
    • 98 Posts
    • 38 Thanks
    ArchBair
    • #3
    • 13th Jul 18, 1:39 PM
    • #3
    • 13th Jul 18, 1:39 PM
    I hold WWH and coincidentally and looking at adding to this with either IBT or BBH (BB Healthcare), however at the moment I still need to do more research on both before making my decision. Anybody else hold BBH?
    • AnotherJoe
    • By AnotherJoe 13th Jul 18, 1:55 PM
    • 9,820 Posts
    • 10,962 Thanks
    AnotherJoe
    • #4
    • 13th Jul 18, 1:55 PM
    • #4
    • 13th Jul 18, 1:55 PM
    My wife holds WWH as a more cautious play than my IBT. Quite different really, as you point out.


    My IBT holding replaced BGT which in my opinion was getting overconcentrated in a few funds.
    • ArchBair
    • By ArchBair 13th Jul 18, 2:07 PM
    • 98 Posts
    • 38 Thanks
    ArchBair
    • #5
    • 13th Jul 18, 2:07 PM
    • #5
    • 13th Jul 18, 2:07 PM
    My wife holds WWH as a more cautious play than my IBT. Quite different really, as you point out.


    My IBT holding replaced BGT which in my opinion was getting overconcentrated in a few funds.
    Originally posted by AnotherJoe
    When you replaced BGT did you mean BIOG (Biotech Growth Trust)?
    • AnotherJoe
    • By AnotherJoe 13th Jul 18, 3:55 PM
    • 9,820 Posts
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    AnotherJoe
    • #6
    • 13th Jul 18, 3:55 PM
    • #6
    • 13th Jul 18, 3:55 PM
    When you replaced BGT did you mean BIOG (Biotech Growth Trust)?
    Originally posted by ArchBair

    Ooops I did, good catch.
    • Voyager2002
    • By Voyager2002 13th Jul 18, 7:25 PM
    • 12,183 Posts
    • 8,303 Thanks
    Voyager2002
    • #7
    • 13th Jul 18, 7:25 PM
    • #7
    • 13th Jul 18, 7:25 PM
    I am looking to invest a small percentage of my ISA allowance into Healthcare and am looking at WWH (Worldwide Healthcare Trust) and IBT (International Biotechnology Trust).

    I understand that WWH is more of a general healthcare trust whereas IBT is more biotech and hence higher risk. Therefore, would it be reasonable to hold both trusts to cover more of the whole healthcare sector instead of just one? If anybody else holds these or other IT's in this sector your points of view would be appreciated. Thanks.
    Originally posted by MPN

    WWH has various different compartments: part of it invests in the kind of research companies that you would get with IBT. So I suspect that investing in both would be fairly futile. (I considered this issue at the time I bought WWH and also thought about the 'Healthcare Innovation' ETF.)



    WWH has not performed very well over the (fairly short) period that I have held it...
    • StellaN
    • By StellaN 14th Jul 18, 9:41 AM
    • 220 Posts
    • 76 Thanks
    StellaN
    • #8
    • 14th Jul 18, 9:41 AM
    • #8
    • 14th Jul 18, 9:41 AM
    WWH has various different compartments: part of it invests in the kind of research companies that you would get with IBT. So I suspect that investing in both would be fairly futile..
    Originally posted by Voyager2002
    As I mentioned in my previous post, I am happy to hold both WWH and IBT. Personally, I don't feel there is a great deal of crossover in holdings and certainly IBT is more biotech and higher risk than WWH.

    Regarding performance, if you only recently acquired WWH then, yes, the performance is average, however I have held it long term and it as done very well IMO.
    Last edited by StellaN; 14-07-2018 at 10:08 AM.
    • MPN
    • By MPN 14th Jul 18, 2:49 PM
    • 256 Posts
    • 90 Thanks
    MPN
    • #9
    • 14th Jul 18, 2:49 PM
    • #9
    • 14th Jul 18, 2:49 PM
    Thank you for all your comments, I have decided to split the amount I am allocating to Healthcare between WWH and IBT. This is mainly because as StellaN mentioned there is some crossover but they are also different enough to warrant holding both.
    • StellaN
    • By StellaN 14th Jul 18, 8:35 PM
    • 220 Posts
    • 76 Thanks
    StellaN
    Thank you for all your comments, I have decided to split the amount I am allocating to Healthcare between WWH and IBT. This is mainly because as StellaN mentioned there is some crossover but they are also different enough to warrant holding both.
    Originally posted by MPN
    I've just had a quick look on Trustnet and the performance figures of WWH and IBT over the past 10 years compare quite favourably with a global fund such as SMT (Scottish Mortgage IT).

    WWH - 575.00
    IBT - 507.8
    SMT - 476.7
    • Sally57
    • By Sally57 14th Jul 18, 11:46 PM
    • 109 Posts
    • 23 Thanks
    Sally57
    I've just had a quick look on Trustnet and the performance figures of WWH and IBT over the past 10 years compare quite favourably with a global fund such as SMT (Scottish Mortgage IT).

    WWH - 575.00
    IBT - 507.8
    SMT - 476.7
    Originally posted by StellaN
    They are impressive performance results, but not many people will hold these IT's in their portfolio's because of the excessive high risk, or if they did it would be a small percentage.
    • planteria
    • By planteria 15th Jul 18, 8:41 AM
    • 5,006 Posts
    • 1,112 Thanks
    planteria
    i have held the Axa biotech fund in my SIPP previously. i agree that biotech and healthcare are key areas going forwards and i'll be looking at adding again, perhaps to my ISA.
    • Sue58
    • By Sue58 15th Jul 18, 12:43 PM
    • 117 Posts
    • 28 Thanks
    Sue58
    I've just had a quick look on Trustnet and the performance figures of WWH and IBT over the past 10 years compare quite favourably with a global fund such as SMT (Scottish Mortgage IT).

    WWH - 575.00
    IBT - 507.8
    SMT - 476.7
    Originally posted by StellaN
    I have 5% of my portfolio in WWH and 10% in SMT but would not add IBT or any other biotech/healthcare trust because I personally feel the 5% allocated to this sector is enough.
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