Jones joined LGT Asset Management in 1995 as a trainee fund manager. He joined INVESCO on the acquisition of LGT in 1998 and became a fund manager in 1999 as a member of the UK Smaller Companies Team, running the INVESCO UK Institutional Smaller Companies Fund. He subsequently moved to the UK Retail team to work on Income Funds with specific responsibility for the INVESCO Exempt Fund. In 2005 he moved to Henderson as a portfolio manager on the UK Equities Team. He is now a Director of Global Equity Income and Portfolio Manager at Janus Henderson Investors responsible for a range of equity income mandates. He received a BA (Hons) in Economics from Cambridge University and holds the Securities Institute Diploma.
Andrew Jones has 15.2 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.32%.
During the worst period of relative performance (from January 2016 - October 2018) there was a decline of 17% relative to the index. The worst absolute loss has been 33%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is more than 99%.
|Periods of worst performance
(May 2001 - January 2003)
(January 2016 - October 2018)