The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the Travel & Leisure sector.
The following chart plots the average out-performance of the FTSE 350 Travel & Leisure sector over the FTSE 100 Index by month since 1999. For example, since 1999 on average the sector has out-performed the FTSE 100 Index by 2.1 percentage points in November.
- The strongest months have been November and December – the sector has under-performed the market only three times in November in the last 14 years.
- The sector has no consistently weak months; although the sector has under-performed the market by an average of 2.6 percentage points in October, the sector has actually out-performed the market that month in eight of the past 14 years.
The 23 stocks in the FTSE 350 Travel & Leisure sector [NMX5750] are-
|Betfair Group [BET]||Ladbrokes [LAD]|
|Bwin.Party Digital Entertainment [BPTY]||Marston’s [MARS]|
|Carnival [CCL]||Millennium & Copthorne Hotels [MLC]|
|Compass Group [CPG]||Mitchells & Butlers [MAB]|
|Domino’s Pizza UK & IRL [DOM]||National Express Group [NEX]|
|easyJet [EZJ]||Playtech Ltd [PTEC]|
|Enterprise Inns [ETI]||Rank Group (The) [RNK]|
|FirstGroup [FGP]||Restaurant Group (The) [RTN]|
|Go-Ahead Group (The) [GOG]||Stagecoach Group [SGC]|
|Greene King [GNK]||TUI Travel [TT.]|
|InterContinental Hotels Group [IHG]||Wetherspoon (J D) [JDW]|
|International Consolidated Airlines Group SA [IAG]|