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Healthcare trust u-turns on ‘disappointing’ exit plan

Bellevue Healthcare is shrinking fast, but even better performing UK trusts have fallen behind a surging biotech sector
Healthcare trust u-turns on ‘disappointing’ exit planPublished on December 13, 2024
  • Healthcare space in flux after Trump election
  • Trusts still look attractive but Bellevue’s performance has disappointed

A biotech bounce-back has pushed up share prices in the sector, but the UK trust options have barely captured those gains. Even the better performers are up 11-12 per cent this year, while their top holdings have recorded 30-100 per cent share price gains. The most precarious trust is Bellevue Healthcare (BBH), which has been left looking for a long-term rebound strategy after shareholders fought back against plans to scrap its annual exit option for investors. 

Locking in shareholders would have gone against the grain, as over the past two years investment trusts have generally tried to combat discounts by offering investors better exit opportunities, for example through buybacks and tender offers.

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