LONDON -- The FTSE's biggest winners so far this year come from a wide range of industries. This makes me even more convinced that were are in a real bull market.

Schroders (SDR 0.04%)
Fund management group Schroders has seen its own stock rise 44.6% in the last six months. Almost half of this rise has come in just the first two months of 2013. The shares have stormed ahead of the FTSE 100. The blue-chip index is up 10.1% over the last half-year and 7.8% since the end of 2012.

A fund management group like Schroders will always be a big beneficiary in a strong equity market. Analysts expect that Schroders will earn 115.3 pence per share for 2013. That puts the shares on a 2013 price-to-earnings ratio of 18, with an expected yield of 2.2%.

International Consolidated Airlines Group (IAG 1.68%)
International Consolidated Airlines Group was formed in 2011 following the merger of national flag-carriers Iberia and British Airways. The company then took over British Midland International in 2012, making IAG one of the largest airline groups in the world.

The shares have benefited from a cooling of the eurozone panic and are up 17.7% since the start of the year. If the improved economic conditions lead to more business travel, then IAG will be one of the biggest beneficiaries of improved sentiment.

The company is forecast to report EPS for 2013 of 0.13 euros, meaning that the shares trade on a P/E of 21.1 times consensus estimates.

ARM Holding (ARM) (ARMH)
Shares in ARM Holding have advanced 18.2% already in 2013. This has taken the share price of the microchip designer to an all-time high.

ARM has made hay in the smartphone and tablet boom. Since the launch of Apple's groundbreaking iPhone in 2007, ARM's net profit has increased fivefold. That's the sort of return investors can normally only dream of.

ARM is expected to report EPS for 2013 of 18.6 pence, rising to 23.3 pence for 2014. This puts the shares on a P/E of 50.5, falling to 40.3 for next year. Although the shares are the highest they have ever been, ARM was actually more expensive on a P/E basis three years ago.

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