Shares that like/dislike June

Shares that like June

The following table lists the four FTSE 350 shares that have the best returns in June over the last ten years. For example, Halma has an average return of 6.1% for the month of June. Each stock has risen in June in nine of the past ten years, while Synergy Health is the only FTSE 350 stock to have risen in June for all last ten years.

Company TIDM Avg(%)
Synergy Health 10.6
Halma 6.1
Ted Baker 4.7
BT Group 3.3

Shares that dislike June

The following table lists the four FTSE 350 shares that have the worst returns in June over the last ten years. For example, Barclays has an average return of -6.5% for the month of June. All four stocks have fallen in June in at least nine of the past yen years.

Company TIDM Avg(%)
Barclays -6.5
Vesuvius -5.2
United Utilities Group -4.7
Rotork -2.8

An equally-weighted portfolio of the above strong June stocks would have out-performed every year an equally-weighted portfolio of the above weak June stocks by an average of 11.0 percentage points in June for the past ten years.

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Shares that like/dislike June

Shares that like June

The following table lists the four FTSE 350 shares that have the best returns in June over the last ten years. For example, Halma has an average return of 7.3% for the month of June. Each stock has risen in at least nine of the past ten years in June – Halma and Synergy are the only two stocks in the FTSE 350 whose shares have risen every June in the past ten years.

Company TIDM Avg(%)
BT Group 3.7
Halma 7.3
Synergy Health 13.8
Ted Baker 4.2

A portfolio of these four stocks would have out-performed the FTSE 350 Index in June in nine of the last ten years with an average out-performance of 7.9 percentage points each June.

Shares that dislike June

The following table lists the five FTSE 350 shares that have the worst returns in June over the last ten years. For example, Land Securities has an average return of -3.6% for the month of June. Each stock has fallen in at least eight of the past ten years in June.

Company TIDM Avg(%)
Barclays -4.8
Land Securities Group -3.6
Rotork -2.3
United Utilities Group -4.1
Vesuvius -4.7

A portfolio of these five stocks would have under-performed the FTSE 350 Index in every June over the last ten years with an average under-performance of 3.2 percentage points each June.

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Gas, water and multiutilities sector monthly seasonality analysis – significantly strong in August

The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the gas, water and multiutilities sector.

The following chart plots the average out-performance of the FTSE 350 gas, water and multiutilities sector over the FTSE 100 Index by month since 2003. For example, since 2003 on average the gas, water and multiutilities sector has out-performed the FTSE Index by 0.8 percentage points in February.

Observations:

  • The strongest month of the year relative to the market for the sector is August, the sector has only under-performed the market once in the last ten years in this month.
  • The sector is relatively weak in March and July.

The five stocks in the FTSE 350 Gas, Water and Multiutilities sector [NMX7570] are-

Centrica [CAN] Severn Trent [SVT]
National Grid [NG.] United Utilities [UU.]
Pennon Group [PNN]
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