Shares that like/dislike April

Shares that like April

The following table lists the five FTSE 350 shares that have the best returns in April over the last ten years. For example, Fenner has an average return of 9.11% for the month of April. All stocks have risen in April for at least eight of the past ten years.

Company TIDM Avg(%)
Fenner 9.1
Royal Dutch Shell 5.4
Aberdeen Asset Management 4.6
Severn Trent 3.9
SABMiller 3.6

Shares that dislike April

The following table lists the four FTSE 350 shares that have the worst returns in April over the last ten years. For example, Balfour Beatty has an average return of -4.4% for the month of April. All four stocks have fallen in at least eight of the past ten years in April.

Company TIDM Avg(%)
Balfour Beatty -4.4
Reed Elsevier -2.3
BAE Systems -1.6
UNITE Group 0.6

An equally-weighted portfolio of the above strong April stocks would have out-performed every year an equally-weighted portfolio of the above weak April stocks by an average of 7.3 percentage points in April for the past ten years.

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Industrial Engineering sector monthly seasonality analysis – strong for first five months of the year

The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the Industrial Engineering sector.

The following chart plots the average out-performance of the FTSE 350 Industrial Engineering sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the Industrial Engineering sector has out-performed the FTSE 100 Index by 1.5 percentage points in January.

Observations:

  1. The sector is strong relative to the whole market in the first five months of the year.
  2. The strongest months are March and April – the sector has under-performed the market only twice in the past 13 years in April.
  3. The weakest month has been September – the sector has out-performed the market only four times in this month in the last 14 years.

The seven stocks in the FTSE 350 Industrial Engineering sector [NMX2750] are-

Bodycote [BOY] Rotork [ROR]
Fenner [FENR] Sprax-Sarco [SPX]
IMI [IMI] Weir Group [WEIR]
Melrose [MRO]
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