In the third part of a three-part series looking at the best performers from the 19 super sectors which make up the London market we look at the last six super sector stars.
You can read parts one and two here. The data from SharePad is taken from 5 October and covers the previous 12 months. We have concentrated exclusively on shares with market values of £100m or more.
Real Estate
Best performer: Purplebricks (PURP:AIM) +159%.
Shares in the online estate agent have built on a strong 2016 as it unveiled plans to launch in the US. Formerly a constituent of our Great Ideas portfolio we removed it over the summer based on valuation concerns and the stock has retreated slightly in the interim.
Retail
Best performer: Conviviality Retail (CVR:AIM) +94.4%.
The drinks wholesaler-to-franchised off-licence operator Conviviality has been transformed by two big recent acquisitions. We last looked at the investment case in detail over the summer and you can read our thoughts here.
Technology
Best performer: WANdisco (WAND:AIM) +299%.
Reduced costs and a better cash flow performance have helped win the market over on WANdisco. The Sheffield firm has developed a clever way of instantly replicating digital content across many computer servers. That’s regardless of where in the world the data is stored. We give our view on how the recent share price momentum could be maintained in this article.
Telecommunications
Best performer: Zegona Communications (ZEG:AIM) +40.9%.
The cable and telecoms investor has benefited from a turnaround of its Spanish telecoms operation Telecable.
Travel & Leisure
Best performer: Celtic (CCP:AIM) +161%.
A strong performance on and off the pitch for the Scottish football club may have helped drive the shares higher but historically football clubs have made for poor investments.
Utilities
Best performer: Severn Trent (SVT) -1.7%.
The best of a bad bunch, the water company has actually seen its shares fall slightly over the last 12 months as the sector has fallen out of fashion.
