Worldwide Healthcare Trust PLC shares are traded openly on the London Stock Exchange and can be purchased through a stockbroker or other financial intermediary.
The shares are available through savings plans (including Investment Dealing Accounts, ISAs, Junior ISAs and SIPPs) which facilitate both regular monthly investments and lump sum investments in the Company’s shares. There are a number of investment platforms that offer these facilities. A list of some of them, that is not comprehensive nor constitutes any form of recommendation, can be found below.
AJ Bell Youinvest | |
AJ Bell | |
Aviva Consumer Platform | |
Barclays Smart Investor | |
Bestinvest | |
Charles Stanley Direct | |
Freetrade | |
Halifax Share Dealing | |
Hargreaves Lansdown | |
HSBC | |
iDealing | |
IG | |
Interactive Investor | |
IWEB | |
Santander | https://www.santander.co.uk/personal/savings-and-investments/investments |
ScottishWidows Share Dealing | |
TrinityBridge | |
Willis Owen |
A quick and easy share dealing service is available to existing shareholders through the Company’s Registrar, MUFG Corporate Markets, to either buy or sell shares. An online and telephone dealing facility provides an easy to access and simple to use service.
To deal online or by telephone all you need is your surname, shareholder reference number, full postcode and your date of birth. Your shareholder reference number can be found on your latest statement or certificate where it will appear as either a "folio number" or "investor code". Please have the appropriate documents to hand when you log on or call, as this information will be needed before you can buy or sell shares.
For further information on this service please contact:
Website: MUFG PMS Share Deal
Email: shareholderenquiries@cm.mpms.mufg.com
Tel: +44 (0) 371 664 0300
† Calls are charged at the standard geographic rate and will vary by provider, calls outside the United Kingdom are charged at the applicable international rate. Lines are open from 8.00 a.m. to 4.30 p.m, Monday to Friday.
Past performance is no guarantee of future performance.
The value of your investment and any income from it may go down as well as up and you may not get back the amount invested. This is because the share price is determined by the changing conditions in the relevant stock market in which the Company invests and by the supply and demand for the Company’s shares.
As the shares in an investment trust are traded on a stock market, the share price will fluctuate in accordance with supply and demand and may not reflect the underlying net asset value of the shares; where the share price is less than the underlying value of the assets, the difference is known as the ‘discount’; where the share price is more than the underlying value of the assets, the difference is known as the ‘premium’. When you sell your shares, you may not get back the underlying value of the assets or the original amount you invested.
Although the Company’s financial statements are denominated in sterling, all the holdings in the portfolio are currently denominated in currencies other than sterling and therefore they may be affected by movements in exchange rates. As a result, the value of your investment may rise or fall with movements in exchange rates.
Investors should note that tax rates and reliefs may change at any time in the future.
The value of ISA and Junior ISA tax advantages will depend on personal circumstances. The favourable tax treatment of ISAs and Junior ISAs may not be maintained.