The following chart plots the average monthly out-performance of the shares over the FTSE 100 Index since 1988. For example, on average Merchants Trust (The) has out-performed the FTSE 100 by 1.1 percentage points in May.
The strongest month for Merchants Trust (The) shares relative to the market has been May (the shares have out-performed the market in this month in 14 of the last 25 years).
The weakest month for Merchants Trust (The) relative to the market has been October (the shares have only out-performed the market in this month in 7 of the past 26 years).
The 2013 edition of the Almanac looks at the historic monthly performance of the FTSE 350 sectors. Here we look at the Equity Investment Instruments sector.
The following chart plots the average out-performance of the FTSE 350 Equity Investment Instruments 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 1.9 percentage points in January.
The strongest months have been January and May – the sector has under-performed the market only two times in January in the last 14 years.
The weakest month has been October – the sector has out-performed the market only five times in October in the last 14 years.
The 46 stocks in the FTSE 350 Equity Investment Instruments sector [NMX8980] are-
3i Infrastructure Ltd [3IN]
John Laing Infrastructure Fund Ltd [JLIF]
Aberforth Smaller Companies Trust PLC [ASL]
JPMorgan American Investment Trust PLC [JAM]
Alliance Trust PLC [ATST]
JPMorgan Emerging Markets Inv Trust PLC [JMG]
Bankers Investment Trust PLC [BNKR]
JPMorgan Indian Investment Trust PLC [JII]
BH Global Ltd [BHGG]
Law Debenture Corporation (The) PLC [LWDB]
BH Macro Ltd [BHMU]
Mercantile Investment Trust (The) PLC [MRC]
BlackRock World Mining Trust PLC [BRWM]
Merchants Trust (The) PLC [MRCH]
Bluecrest Allblue Fund Ltd [BABS]
Monks Investment Trust (The) PLC [MNKS]
British Assets Trust PLC [BSET]
Murray Income Trust PLC [MUT]
British Empire Securities & General Trust PLC [BTEM]
Murray International Trust PLC [MYI]
Caledonia Investments PLC [CLDN]
NB Global Floating Rate Income Fund Ltd [NBLS]
City of London Investment Trust (The) PLC [CTY]
Perpetual Income & Growth Investment Trust PLC [PLI]