Performance of FTSE 100 stocks in 2012

The following table shows the performance of FTSE 100 stocks in 2012 (also with the ranking of each stock in 2011) .

Rank Company Price change 2012 (%) Rank 2011
1 Lloyds Banking Group 85.0 97
2 Aberdeen Asset Management 73.2 38
3 TUI Travel 70.4 89
4 Standard Life 61.0 49
5 Royal Bank of Scotland Group (The) 60.8 95
6 Hargreaves Lansdown 58.2 83
7 Whitbread 56.5 64
8 ITV 54.4 46
9 Intertek Group 52.3 18
10 Barclays 49.0 88
11 InterContinental Hotels Group 47.5 56
12 IMI 44.3 75
13 Legal & General Group 41.6 31
14 Associated British Foods 41.3 55
15 Admiral Group 36.2 93
16 Wolseley 36.0 39
17 Prudential 35.6 48
18 Hammerson 35.6 67
19 Next 35.5 3
20 Croda International 31.7 21
21 HSBC Holdings 31.7 79
22 Old Mutual 31.5 24
23 WPP Group 31.5 68
24 Babcock International Group 31.3 6
25 Smiths Group 30.2 82
26 ARM Holdings 29.7 2
27 Schroders 28.3 86
28 Land Securities Group 28.0 54
29 Diageo 27.1 15
30 International Consolidated Airlines Group SA 25.4 94
31 GKN 25.0 72
32 SABMiller 24.6 43
33 Aviva 24.0 77
34 Reed Elsevier 23.7 47
35 Rexam 23.6 33
36 Johnson Matthey 23.5 62
37 Marks & Spencer Group 22.9 70
38 Reckitt Benckiser Group 22.0 61
39 British Land Co 21.5 63
40 BT Group 21.1 34
41 Fresnillo 21.0 58
42 Capita Group (The) 20.1 60
43 RSA Insurance Group 19.5 71
44 Compass Group 18.7 37
45 BAE Systems 18.2 66
46 Rolls-Royce Group 17.0 13
47 Melrose Industries 15.6 26
48 Centrica 15.3 65
49 Bunzl 14.1 10
50 Vedanta Resources 14.0 96
51 Sainsbury (J) 13.9 74
52 BHP Billiton 13.4 81
53 John Wood Group 13.3 17
54 Kingfisher 13.3 52
55 Serco Group 12.9 69
56 Petrofac Ltd 12.6 59
57 National Grid 12.5 20
58 Rio Tinto 12.4 87
59 Capital Shopping Centres Group 12.1 80
60 Experian 11.9 25
61 Standard Chartered 11.7 73
62 United Utilities Group 11.1 40
63 Carnival 10.9 85
64 AMEC 10.5 76
65 SSE 9.8 35
66 Unilever 9.4 23
67 Antofagasta 9.0 78
68 Smith & Nephew 8.6 57
69 Meggitt 8.4 51
70 Xstrata 8.3 90
71 Tate & Lyle 8.2 4
72 Polymetal International 7.4
73 Severn Trent 5.2 42
74 British Sky Broadcasting Group 4.7 44
75 Burberry Group 3.5 36
76 British American Tobacco 2.1 8
77 Sage Group (The) 0.0 28
78 Resolution Ltd -1.6 29
79 Pearson -1.8 12
80 AstraZeneca -2.2 41
81 Imperial Tobacco Group -2.5 9
82 CRH -2.5 50
83 G4S -5.6 30
84 Weir Group -7.5 19
85 BP -7.8 45
86 GlaxoSmithKline -9.3 14
87 Randgold Resources Ltd -9.6 7
88 Tullow Oil -10.1 22
89 Glencore International -10.4
90 Royal Dutch Shell -11.4 16
91 Aggreko -13.7 5
92 Vodafone Group -13.7 27
93 Shire -15.9 1
94 Kazakhmys -16.1 92
95 Tesco -16.7 53
96 Morrison (Wm) Supermarkets -19.4 11
97 Anglo American -20.4 84
98 BG Group -26.4 32
99 Evraz -30.9
100 Eurasian Natural Resources Corporation -55.3 91

Comparing the stocks’ performance rankings in 2012 with the previous year at first glance might suggest an inverse correlation (i.e. stocks that performed badly in 2011 bounced back in 2012, and vice versa).

For example, Lloyds Banking Group was ranked 1 in 2012 and 97 in 2011, TUI Travel 3 in 2012 and 89 in 2011, RBS 5 in 2012 and 95 in 2011.

The following chart plots the performance ranking of stocks in 2012 against that in 2011.

As can be seen, there is a very slight inverse correlation (illustrated by the trend line), but the (inverse) correlation is very weak, suggesting that performance in 2012 was not influenced by performance in the previous year.

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International markets in 2012

Equity and commodity markets

The following chart shows the returns on a range of international stock markets and commodities in 2012.

Notes-

  1. The German market was the strongest (+29.1%), followed by the Asian markets of India, Japan, and Hong Kong.
  2. The FTSE 100 was ranked 22 out of the 25 markets appearing here.
  3. Over half the markets increased by more than 10% in 2012.

Currency markets

The following chart shows a sample of currency moves against the British pound in the year. For example, the British pound increased 16.5% against the Japanese Yen, and fell in value 6.7% against the Polish Zloty.

Equity and commodity markets (sterling)

The following chart shows the returns on the same range of markets shown above, but this time in sterling terms (i.e. showing the returns for a UK investor).

Notes-

  1. The German market remains the strongest for 2012, with its returns reduced from 29.1% to 26.4% due to the slight appreciation of GBP against EUR over the year.
  2. A big difference is the return for the Nikkei Index in sterling terms – falling from 22.9% to 5.5%.
  3. In sterling terms the FTSE 100 climbs from 22nd position to 15th.
  4. And in sterling terms the FTSE 250 Index climbs to 2nd position.
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Performance of UK markets in 2012 – a good year for small caps

The following chart shows the performance of the main UK stock market indices in 2012.

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Performance of UK sectors in 2012

The following chart shows the performance of the FTSE 350 stock sectors in 2012.

29 of the 38 sectors out-performed the FTSE 100 Index, with 26 sectors increasing over 10% in the year.

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