Henry Lowson

AAA

10 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Royal London

Professional background

Joined Royal London in 2016. Fund Manager, AXA Investment Managers.

Educational background

MA, Economics and Geography. Edinburgh University.

Performance

9.69%

Manager Annualised Return Since Inception

8.36%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

9.69%

8.36%

1.34%

10Y

8.81%

8.72%

0.09%

0.23%

2.17%

-1.93%

*Inception date: 5/1/2012

Data as at 30 September 2022.

Risk Statement / Disclaimer: Data is collected by Tenvalue. Care has been taken to ensure that the information is accurate, but Tenvalue neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

Royal London UK Smaller

Value investing using fundamental analysis

Benchmark
FTSE UK Small ex Investment Trusts, TR

Class
Class M Acc

ISIN
GB00B3NQHL55

AUM
354,316,957.36 €

Ongoing Charges
0.77%