Jonathan Brown

AAA
19 Years of experience

Professional background

Joined Invesco in 2000 from Lazard Asset Management.

Educational background

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

Performance

12.2%

Manager Annualised Return Since Inception

7.74%

Benchmark Annualised Return since Inception

Manager Performance

Manager

Benchmark

Dif.

Inception

12.2%
7.74%
4.46%

10Y

13.21%
11.87%
1.34%

5Y

14.67%
12.57%
2.1%

Data as at 30 June 2021.

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor 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
£ 809,270,000
Ongoing Charges
0.87%