The following table lists the five FTSE 350 shares that have the best returns in April over the last ten years. For example, Fenner has an average return of 9.11% for the month of April. All stocks have risen in April for at least eight of the past ten years.
The following table lists the four FTSE 350 shares that have the worst returns in April over the last ten years. For example, Balfour Beatty has an average return of -4.4% for the month of April. All four stocks have fallen in at least eight of the past ten years in April.
An equally-weighted portfolio of the above strong April stocks would have out-performed every year an equally-weighted portfolio of the above weak April stocks by an average of 7.3 percentage points in April for the past ten years.
The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1988. For example, on average Reed Elsevier has out-performed the FTSE 100 by 2.2 percentage points in February.
The strongest month for Reed Elsevier shares relative to the market has been February (the shares have out-performed the market in this month in 18 of the last 25 years).
The weakest month for Reed Elsevier relative to the market has been April (the shares have only out-performed the market in this month in 10 of the past 24 years).
The FTSE 100 Index was launched on 3 January 1984. The market capitalisation weighted FTSE 100 index replaced the price-weighted FT30 Index as the performance benchmark for most investors.
The following chart shows the price performance of the FTSE 100 Index 1984-2013. A simple linear trendline has been added.
The index was launched in 1984 with a value of 1000 and closed 2013 at 6749. This is an increase of 575% over the 30 years, giving an annual growth of 6.57%.
The trendline calculates a value of 6695 for the end of 2013, which is just 54 points away from the actual value (less than 1% difference). As can be seen in the chart, the FTSE 100 Index is pretty much bang on its long-term (since 1984) trend.
Fascinating Footsie Facts
Number of companies in index
Market capitalisation, average (£m)
Market capitalisation, standard deviation
Share price, average (£)
Number of companies paying a dividend
Dividend yield, average (%)
Dividend yield, standard deviation
PE ratio, average
PE ratio, standard deviation
Turnover, average (£m)
Turnover growth last five years, average (%)
Turnover to capitalisation ratio, average
Number of companies making a profit
Profit, average (£m)
Profit growth last five years, average (%)
Profit / turnover, average (%)
Current ratio, average
Net cash, average (£m)
Net cash, sum total (£m)
Price to net cash ratio, average
Net borrowings, average (£m)
Net borrowings, sum total (£m)
Net gearing, average
Interest cover, average
ROCE, average (%)
ROCE, standard deviation
The following table shows the 30 original companies that are still in the Index today. (The 19 italicised companies have been in the index continuously since launch.)
The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the Media sector.
The following chart plots the average out-performance of the FTSE 350 Media sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the Media sector has out-performed the FTSE 100 Index by 3.0 percentage points in January.
The strongest months have been January and November – the sector has under-performed the market only three times in November in the last 14 years.
The weakest month has been September – the sector has out-performed the market only three times in September in the last 14 years.
The 13 stocks in the FTSE 350 Media sector [NMX5550] are-