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Worldwide Healthcare Trust PLC
Investment Manager Monthly Commentary
January 2012
Outperformance in January was thanks to being overweight biotech and underweight large cap pharma. One key contributor included Gilead Sciences as investors began to recognize the value of Gilead’s acquisition of Pharmasset.
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Daily Data
At Close 22 Feb 2012
Price:765.50p
NAV:830.07p
Prem/-Disc:-7.78%
Source: Morningstar
Net Asset Value per ordinary share, including income, fully diluted.
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