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You are here: Manager factsheet

Jonathan Brown
Invesco Asset Management, Invesco Fund Managers Ltd
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Manager profile
Based in Henley-on-Thames, Jonathan is responsible for the management of a number of UK small cap portfolios. Jonathan began his investment career with Lazard Asset Management in 1997, where he specialised in private client fund administration, before joining our company within a similar role in 2000. In 2004 Jonathan joined our UK Equities team as a trainee fund manager and, after three years specialising in the UK small cap sector, became a fund manager in his own right. Jonathan graduated with a BSc in Bio-Chemistry from UMIST and has also secured both the Investment Management Certificate from the CFA Society of the UK and the Securities Institute Diploma.
Total return for Jonathan Brown
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Jonathan Brown

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Jonathan Brown 78.4 -4.2 -29.0 54.1 -10.1 8.2 -7.3 25.0 10.1 17.7
Peer Group Composite 23.0 -2.3 -28.5 54.9 1.8 4.5 -4.5 23.5 12.0 15.3
Over / Under 55.4 -1.9 -0.5 -0.8 -11.9 3.7 -2.8 1.5 -1.9 2.4
Performance vs peer group composite: Jonathan Brown
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Perpetual UK Smaller Companies plc Co-managed IT UK Smaller Companies since Jun 01 2010 to present
Invesco UK Smaller Companies Equity (UK) Co-managed UT UK Smaller Companies since Feb 01 2011 to present
Funds managed previously
Fund Periods
Invesco Pan European Small Cap Equity since Feb 01 2007 to Aug 26 2020
Invesco Pan European Focus Equity since Jul 07 2011 to Jun 29 2020
Invesco UK Smaller Companies Growth since Dec 01 2010 to fund close
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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