Shares that like November

Shares that have been strong November

The following table lists the five FTSE 350 shares that have the best returns in November over the last ten years. For example, Babcock has an average return of 4.6% for the month of November. Each stock has risen in at least eight of the past ten years in November.

Company TIDM Avg(%)
Babcock International Group 4.6
Compass Group 4.5
CRH 4.3
BT Group 5.3
Greene King 4.8

A portfolio of these four stocks would have out-performed the FTSE 350 Index in November in nine of the last ten years with an average out-performance of 5.2 percentage points each November.

Shares that have been weak November

The following table lists the five FTSE 350 shares that have the worst returns in November over the last ten years. For example, Vedanta Reseources has an average return of -10.5% for the month of November. Each stock has fallen in at least eight of the past ten years in November.

Company TIDM Avg(%)
Vedanta Resources -10.5
Royal Bank of Scotland Group (The) -8.7
Tullett Prebon -7.8
Ashmore Group -5.3
Standard Chartered -3.7

A portfolio of these five stocks would have under-performed the FTSE 350 Index in November in eight of the last last ten years with an average under-performance of 6.7 percentage points each November.

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Financial Services 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 Financial Services sector.

The following chart plots the average out-performance of the FTSE 350 Financial Services sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the Financial Services sector has out-performed the FTSE 100 Index by 2.3 percentage points in January.

Observations:

  1. The strongest months are January and March – the sector has under-performed the market only four times in the past 13 years in January.
  2. The weakest month has been February – the sector has out-performed the market only five times in this month in the last 13 years.

The 23 stocks in the FTSE 350 Financial Services sector [NMX8770] are-

3i Group [III] Investec [INVP]
Aberdeen Asset Management [ADN] IP Group [IPO]
Ashmore Group [ASHM] Jupiter Fund Management [JUP]
Brewin Dolphin Holdings [BRW] London Stock Exchange Group [LSE]
Close Brothers Group [CBG] Man Group [EMG]
F&C Asset Management [FCAM] Paragon Group of Companies (The) [PAG]
Hargreaves Lansdown [HL.] Provident Financial [PFG]
Henderson Group [HGG] Rathbone Brothers [RAT]
ICAP [IAP] Schroders [SDR]
IG Group Holdings [IGG] SVG Capital [SVI]
Intermediate Capital Group [ICP] Tullett Prebon [TLPR]
International Personal Finance [IPF]
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