Shares that like/dislike November

Shares that like November

The following table lists the five FTSE 350 shares that have the best returns in November over the last ten years. For example, Babock has an average return of 8.0% for the month of November. Each stock has risen in at least nine of the past ten years in November.

Company TIDM Avg(%)
Babcock International Group 8.0
Shire 5.4
Tate & Lyle 5.2
Compass Group 4.6
Premier Farnell 3.9

Shares that dislike November

The following table lists the five FTSE 350 shares that have the worst returns in November over the last ten years. For example, Rentokil Initial has an average return of -6.0% for the month of November. All five stocks have fallen in eight of the past ten years in November.

Company TIDM Avg(%)
Tullett Prebon -6.2
Rentokil Initial -6.0
AstraZeneca -2.6
Greggs -2.4
Herald Investment Trust -2.2

An equally-weighted portfolio of the above strong November stocks would have out-performed every year an equally-weighted portfolio of the above weak November stocks by an average of 9.3 percentage points in November for the past ten years.

 

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Equity Investment Instruments sector monthly seasonality analysis

The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the Equity Investment Instruments sector.

The following chart plots the average out-performance of the FTSE 350 Equity Investment Instruments sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the sector has out-performed the FTSE 100 Index by 1.9 percentage points in January.

Observations:

  1. The strongest months have been January and May – the sector has under-performed the market only two times in January in the last 14 years.
  2. The weakest month has been October – the sector has out-performed the market only five times in October in the last 14 years.

The 46 stocks in the FTSE 350 Equity Investment Instruments sector [NMX8980] are-

3i Infrastructure Ltd [3IN] John Laing Infrastructure Fund Ltd [JLIF]
Aberforth Smaller Companies Trust PLC [ASL] JPMorgan American Investment Trust PLC [JAM]
Alliance Trust PLC [ATST] JPMorgan Emerging Markets Inv Trust PLC [JMG]
Bankers Investment Trust PLC [BNKR] JPMorgan Indian Investment Trust PLC [JII]
BH Global Ltd [BHGG] Law Debenture Corporation (The) PLC [LWDB]
BH Macro Ltd [BHMU] Mercantile Investment Trust (The) PLC [MRC]
BlackRock World Mining Trust PLC [BRWM] Merchants Trust (The) PLC [MRCH]
Bluecrest Allblue Fund Ltd [BABS] Monks Investment Trust (The) PLC [MNKS]
British Assets Trust PLC [BSET] Murray Income Trust PLC [MUT]
British Empire Securities & General Trust PLC [BTEM] Murray International Trust PLC [MYI]
Caledonia Investments PLC [CLDN] NB Global Floating Rate Income Fund Ltd [NBLS]
City of London Investment Trust (The) PLC [CTY] Perpetual Income & Growth Investment Trust PLC [PLI]
Dexion Absolute Ltd [DAB] Personal Assets Trust PLC [PNL]
Edinburgh Dragon Trust PLC [EFM] Polar Capital Technology Trust PLC [PCT]
Edinburgh Investment Trust (The) PLC [EDIN] RIT Capital Partners PLC [RCP]
Electra Private Equity PLC [ELTA] Scottish Investment Trust PLC [SCIN]
Fidelity China Special Situation PLC [FCSS] Scottish Mortgage Investment Trust PLC [SMT]
Fidelity European Values PLC [FEV] Temple Bar Investment Trust PLC [TMPL]
Foreign & Colonial Investment Trust PLC [FRCL] Templeton Emerging Markets Investment Trust PLC [TEM]
Genesis Emerging Markets Fund Ltd [GSS] TR Property Investment Trust PLC [TRY]
Herald Investment Trust PLC [HRI] Utilico Emerging Markets Ltd [UEM]
HICL Infrastructure Company Ltd [HICL] Witan Investment Trust PLC [WTAN]
International Public Partnership Ltd [INPP] Worldwide Healthcare Trust PLC [WWH]
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