viewBB Healthcare Trust PLC

Full interview: BB Healthcare's Paul Major confident in the long-term fundamentals of its companies

BB Healthcare Trust PLC (LON:BBH) portfolio manager Paul Major discusses with Proactive London's Andrew Scott how the fund's been performing, his near-term expectations as well as general investor sentiment in the healthcare space.

In the six months ended 31 May – the first half of BB Healthcare’s financial year – the company enjoyed another period of relative outperformance, meaning it outperformed the benchmark index over the same period.

Major describes the recent summer months as 'painful' - mainly down to the performance of two stocks - Illumina and Align.

Currently, around 20% of the fund is made up of mega caps that are worth upwards of US$50bn.

Another 28% or so is big caps (over US$10bn), while small and mid-caps (sub-US$10bn) account for just over half of the investments.

Quick facts: BB Healthcare Trust PLC

Price: 166 GBX

Market: LSE
Market Cap: £789.74 m

Add related topics to MyProactive

Create your account: sign up and get ahead on news and events


The Company is a publisher. You understand and agree that no content published on the Site constitutes a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is...

In exchange for publishing services rendered by the Company on behalf of BB Healthcare Trust PLC named herein, including the promotion by the Company of BB Healthcare Trust PLC in any Content on the Site, the Company...


Second coronavirus wave inevitable believes BB Healthcare Trust PLC's Paul Major

BB Healthcare Trust’s (LON:BBH) Paul Major believes a second wave of coronavirus infections is inevitable and he is positioning the trust’s portfolio accordingly. The view that it is sunny uplands for equity markets from here is slightly disconcerting, he told Proactive, even with the recent...

on 3/6/20

2 min read