2015 1Q market review – comparative performance of UK equity indices

The following chart shows the performance of the main UK stock market indices in the first quarter 2015.

UK indices comparative returns 2015 1Q

The relative performance was fairly typical for a first quarter (e.g. 2014 1Q). For example, small and mid-caps (e.g. FTSE Fledgling, FTSE 250 and FTSE SmallCap) greatly outperformed the large caps (FTSE 100).

Data

The data for the above chart is shown in the following table.

Index 2015 1Q Rtn(%)
FTSE Fledgling 7.4
FTSE TechMARK Focus Index 7.3
FTSE 250 6.2
FTSE TechMARK All Share 6.1
FTSE UK Dividend Plus 6.1
FTSE SmallCap 5.3
FTSE AIM 100 4.8
FTSE All-Share – Total Return 4.7
FTSE 100 Index – Total Return 4.2
FTSE All-Share 3.7
FTSE4Good UK 3.7
FTSE 350 3.6
FTSE 100 3.2
FTSE4Good UK 50 3.0
FTSE AIM All-Share 2.0

 

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Bounceback Portfolio 2014 – Result

The idea of the Bounceback Portfolio is that a portfolio of the 10 worst performing FTSE 350 stocks in one year has historically beaten the index in the first three months of the following year. The selection of the Bounceback Portfolio stocks for 2014 was described in this earlier post.

The following chart shows the performance of the stocks in the Bounceback Portfolio 2014 over the first three months of the year.

Performance of Bounceback Portfolio 2014The portfolio as a whole increased 9.2% in the first quarter 2014, which beat the -1.6% return for the FTSE 350 Index.

This means the Bounceback Portfolio strategy has now beaten the index in 12 of the past 13 years (the one failure was last year).

Other posts on the Bounceback Portfolio.

 

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2014 1Q market review – comparative performance of UK equity indices

The following chart shows the performance of the main UK stock market indices in the first quarter 2014.

UK indices comparative returns 2014 1Qb

Continuing the trend of 2013, the FTSE Fledgling, 250 and Small Cap indices out-performed the FTSE 100.

The data for the above chart is shown in the following table.

Index 2014 1Q Rtn(%)
FTSE Fledgling 5.0
FTSE 250 2.1
FTSE SmallCap 0.9
FTSE AIM All-Share 0.0
FTSE UK Dividend Plus -0.3
FTSE All-Share – Total Return -0.6
FTSE TechMARK All Share -0.6
FTSE AIM 100 -1.2
FTSE 100 Index – Total Return -1.3
FTSE All-Share -1.5
FTSE 350 -1.6
FTSE4Good UK -1.8
FTSE 100 -2.2
FTSE4Good UK 50 -2.8

 

 

 

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2014 1Q market review – comparative performance of FTSE 350 sectors

The following chart shows the performance of the FTSE 350 stock sectors in the first quarter 2014.

FTSE 350 sector performance 2014 1Q26 of the 38 sectors out-performed the FTSE 100 Index in the first quarter of 2014.

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

FTSE 350 Sector TIDM Rtn 2014 1Q (%)
General Retailers 11.2
Oil Equipment, Services & Distribution 11.1
Real Estate Investment & Services 7.8
Construction & Materials 7.4
Health Care Equipment & Services 7.1
Real Estate Investment Trusts 5.3
Electricity 5.0
Automobiles & Parts 4.6
Household Goods 4.1
Food Producers 3.4
Tobacco 3.2
Gas, Water & Multiutilities 3.0
Industrial Engineering 2.5
Pharmaceuticals & Biotechnology 2.5
Chemicals 2.2
Financial Services 2.2
Software & Computer Services 2.2
Support Services 1.8
Industrial Transportation 1.7
Mining 1.4
Nonlife Insurance 1.2
Travel & Leisure 0.5
Equity Investment Instruments 0.3
Forestry & Paper 0.3
Fixed Line Telecommunications 0.2
Life Insurance -1.9
FTSE 100 -2.2
Oil & Gas Producers -2.6
Technology Hardware & Equipment -4.0
Beverages -5.7
Media -5.9
Electronic & Electrical Equipment -6.1
Personal Goods -6.2
Banks -8.8
General Industrials -8.8
Aerospace & Defense -9.3
Mobile Telecommunications -10.3
Food & Drug Retailers -11.0
Industrial Metals -24.7

 

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2013 market review – comparative performance of FTSE 350 sectors

The following chart shows the performance of the FTSE 350 stock sectors in 2013.

FTSE 350 sector returns in 201326 of the 38 sectors out-performed the FTSE 100 Index in the year, with 24 sectors increasing over 20%. Only three sectors saw negative returns in 2013.

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

FTSE 350 Sector TIDM Rtn 2013 (%)
Automobiles & Parts 63.2
Fixed Line Telecommunications 61.8
Forestry & Paper 56.2
Mobile Telecommunications 52.7
Financial Services 42.3
Real Estate Investment & Services 41.4
Travel & Leisure 38.1
Aerospace & Defense 37.6
Life Insurance 36.0
Household Goods 35.1
Technology Hardware & Equipment 35.1
Media 34.9
General Industrials 33.9
General Retailers 32.6
Industrial Transportation 30.7
Industrial Engineering 27.5
Support Services 26.6
Personal Goods 26.2
Software & Computer Services 25.6
Health Care Equipment & Services 25.0
Pharmaceuticals & Biotechnology 24.8
Construction & Materials 23.4
Chemicals 21.5
Electronic & Electrical Equipment 21.3
Real Estate Investment Trusts 15.1
Equity Investment Instruments 14.6
FTSE 100 14.4
Food Producers 13.7
Beverages 11.7
Nonlife Insurance 11.4
Oil & Gas Producers 8.1
Gas, Water & Multiutilities 8.0
Banks 7.8
Food & Drug Retailers 6.5
Electricity 3.6
Tobacco 2.3
Oil Equipment, Services & Distribution -6.3
Mining -16.4
Industrial Metals -48.6

Performance of UK sectors in 2012

 

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2013 market review – comparative performance of UK equity indices

The following chart shows the performance of the main UK stock market indices in 2013.

UK markets annual returns 2013As can be seen, the FTSE 100 Index had the lowest returns of the indices. The strongest performance was from small and mid cap indices.

The data for the above chart is shown in the following table.

Index 2013 Rtn(%)
FTSE Fledgling 35.8
FTSE TechMARK All Share 31.9
FTSE SmallCap 29.6
FTSE 250 28.8
FTSE AIM 100 22.6
FTSE All-Share – Total Return 20.8
FTSE AIM All-Share 20.3
FTSE 100 Index – Total Return 18.7
FTSE4Good UK 18.4
FTSE UK Dividend Plus 18.3
FTSE All-Share 16.7
FTSE 350 16.4
FTSE4Good UK 50 15.9
FTSE 100 14.4

 

 

 

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Performance of UK markets in 1H 2013 – a good six months for small and mid-caps

The following chart shows the performance of the main UK stock market indices in the first six months of 2013.

Data for the above chart-

Name TIDM Change 1H 2013(%)
FTSE Fledgling 13.9
FTSE TechMARK All Share 13.3
FTSE Small Cap 11.6
FTSE 250 11.5
FTSE All Share – Total Return 8.5
FTSE UK Dividend Plus 8.4
FTSE4Good UK 7.3
FTSE All-Share 6.3
FTSE 350 6.2
FTSE 100 5.4
FTSE AIM 100 -0.1
FTSE AIM All-Share -2.2

 

 

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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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FTSE 350 share performance in 1H 2013

The following table shows the top ten performing shares in the FTSE 350 Index for the first six months of 2013.

Company TIDM Chng 1H 2013(%)
Ocado Group 244.3
Thomas Cook Group 210.7
Xaar 180.3
easyJet 69.3
Bank of Georgia Holdings 62.1
CSR 61.5
3i Group 55.4
Ted Baker 53.0
Ashtead Group 51.4
Barratt Developments 49.1

And the following table shows the worst ten performing shares in the FTSE 350 Index for the first six months of 2013.

Company TIDM Chng 1H 2013(%)
African Barrick Gold Ltd -78.2
Hochschild Mining -68.0
Kazakhmys -66.7
Evraz -62.7
Polymetal International -61.4
Fresnillo -52.2
Ferrexpo -47.0
FirstGroup -43.5
Antofagasta -40.0
Anglo American -33.2

 

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