Aaron Apkar
Director and healthcare analyst at Edison Group, covering investment companies across the global healthcare sector.
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APPEARANCES
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PODCASTS
Aug 11, 2026
Liam O'ByrneHOST
Turning to performance then, am I right in thinking it's been quite a turnaround over the past year?
Aaron ApkarGUEST
Its NAV and share price total returns were 10% and 13.1% compared with 1.8% for the benchmark.
Aaron ApkarGUEST
In the 12 months to 30th of June, the NAV returned 30.6% and the shares 29.9% ahead of the benchmark's 20.1%.
Aaron ApkarGUEST
June alone produced NAV and share price returns of 9.6% and 10.2% respectively versus 6.7% for the index.
Liam O'ByrneHOST
Okay, and then coming back and focusing on the trust's recent return to form, which holdings and strategies contributed most?