Jonathan Brown

AAA

20 Years of experience

Focus on high-quality firms at attractive prices

Current firm: Invesco

Professional background

Joined Invesco in 2000 from Lazard Asset Management.

Educational background

BSc in Bio-Chemistry, UMIST. Investment Management Certificate. Securities Institute Diploma.

Performance

9.62%

Manager Annualised Return Since Inception

5.92%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception*

9.62%

5.92%

3.7%

10Y

8.81%

8.65%

0.15%

0.0%

1.11%

-1.11%

*Inception date: 6/5/2002

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.

Invesco UK Smaller

Value investing using fundamental analysis

Benchmark
FTSE UK Small ex Investment Trusts

Class
Class A Inc

ISIN
GB00BJ04KT38

AUM
621,210,391.75 €

Ongoing Charges
0.87%