FTSE 350 sector performance in first half 2013

The following chart shows the performance of the FTSE 350 sectors in the first six months of 2013.

The data for the above chart are given in the following table.

FTSE 350 Sector TIDM Chng 1H 2013 (%)
Automobiles & Parts 31.7
Fixed Line Telecommunications 30.1
Household Goods 26.0
Real Estate Investment & Services 25.1
Aerospace & Defense 23.2
Forestry & Paper 22.2
Mobile Telecommunications 21.4
Travel & Leisure 18.2
Financial Services 18.0
General Retailers 17.2
Pharmaceuticals & Biotechnology 16.8
Software & Computer Services 16.4
Media 14.0
Industrial Transportation 13.5
Support Services 12.4
Food Producers 12.0
Life Insurance 11.9
Industrial Engineering 11.0
General Industrials 10.8
Personal Goods 9.2
Nonlife Insurance 8.1
Beverages 7.8
Electricity 7.3
Health Care Equipment & Services 7.0
Equity Investment Instruments 7.0
Gas, Water & Multiutilities 6.2
FTSE 100 5.4
Construction & Materials 5.3
Banks 5.2
Tobacco 4.6
Real Estate Investment Trusts 4.3
Technology Hardware & Equipment 3.7
Chemicals 3.5
Food & Drug Retailers 2.5
Oil & Gas Producers 2.0
Electronic & Electrical Equipment -3.8
Oil Equipment, Services & Distribution -7.9
Mining -26.5
Industrial Metals -58.4

 

 

 

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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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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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