Shares that like/dislike August

Shares that like August

The following table lists the five FTSE 350 shares that have the best returns in August over the last ten years. For example, Fisher (James) & Sons has an average return of 10.1% for the month of August. Each stock has risen in at least nine of the past ten years in August – Fisher (James) & Sons is the only stock in the FTSE 350 whose shares have risen every August in the past ten years.

Company TIDM Avg(%)
Fisher (James) & Sons 10.1
Keller Group 5.2
Bunzl 5.1
Centrica 4.5
Tesco 3.1

A portfolio of these five stocks would have out-performed the FTSE 350 Index in August every year over the last ten years with an average out-performance of 4.9 percentage points each August.

Shares that dislike August

The following table lists the three FTSE 350 shares that have the worst returns in August over the last ten years. For example, Pennon Group has an average return of -3.2% for the month of August. All three stocks have fallen in at least eight of the past ten years in August.

Company TIDM Avg(%)
Pennon Group -3.2
Rio Tinto -2.6
Investec -1.7

A portfolio of these three stocks would have under-performed the FTSE 350 Index in August in eight of the  last ten years with an average under-performance of 3.1 percentage points each August.

 

 

Social Share Toolbar

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]
Social Share Toolbar