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Jonathan Brown

Jonathan Brown

About Jonathan Brown

Jonathan Brown is a UK small cap equity fund manager at Invesco Perpetual where he manages a number of funds. Prior to joining Invesco, Jonathan worked at Lazard Asset Management where he specialised in private client fund administration. Jonathan joined Invesco in 2000 following a similar role until 2004 when he joined the UK equities team where he currently works. He studied Biochemistry at UMIST and is now based in Henley-on-Thames.

Are you Jonathan Brown?

Citywire Rating: AA rated


  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013


  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MRated Plus in May 2014
  • JNot rated in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated A in Nov 2014
  • DRated A in Dec 2014


  • JRated A in Jan 2015
  • FRated A in Feb 2015
  • MRated A in Mar 2015
  • ARated A in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated AA in Jul 2015
  • ARated A in Aug 2015
  • SRated AA in Sep 2015


Equity - UK Smaller Companies
over : 31/08/2014 - 31/08/2015

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 4.7% 7.8%
2014 2.7% 4.9% -4.3% -1.9% 4.3%
2013 32.9% 11.1% 1.3% 8.3% 9.0%
2012 24.3% 13.3% -4.2% 8.1% 5.9%
2011 -9.1% -1.8% 5.2% -13.7% 2.1%

Related News

Who bought & sold Brewin after £32m tech writedown

Brewin Dolphin continues to be backed by a host of star fund managers and there was interesting trading in the stock after it revealed it would take a hit from a failed IT system.

Invesco Perpetual’s small-cap team turns to ‘higher quality’ companies for value

Richard Smith and Jonathan Brown, who run more than £650 million between open-ended and closed-ended funds at Invesco Perpetual, have turned to high-quality stocks after an evaporation of value elsewhere in the market.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.