Asset Management Industry

Members of Parliament invested in the Asset Management Industry

114 investments

69 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£99.17	872.25%	£680,578.42
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£513.00	800.00%	£630,000.00
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£3,302.00	615.34%	£500,736.56
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£3,302.00	588.20%	£481,742.40
Sep '16	Lord Gadhia	Blackstone Group / NYQ:BX	£25.46	£126.83	398.15%	£348,707.80
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£3,302.00	174.25%	£191,976.74
Apr '17	Lord Leigh of Hurley	Herald Investment Trust / LSE:HRI.L	£929.50	£2,475.00	166.27%	£186,390.53
Oct '16	Lord Hamilton of Epsom	Herald Investment Trust / LSE:HRI.L	£850.00	£2,220.00	161.18%	£182,823.53**
Oct '13	Viscount Eccles	Rights And Issues Investment Trust / LSE:RIII.L	£887.50	£2,120.00	138.87%	£167,211.27
Nov '16	Lord Glendonbrook	Man Group / LSE:EMG.L	£113.40	£260.00	129.28%	£160,493.82
Jun '18	Baroness Valentine	Bh Macro / LSE:BHMG.L	£204.50	£432.00	111.25%	£147,872.86
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,210.00	90.25%	£133,176.10
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£279.00	85.88%	£130,113.25
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£35.23	85.03%	£129,522.05
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£128.71	83.11%	£128,178.98
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,249.00	81.28%	£126,894.05
Jul '17	Lord Smith of Kelvin	Alliance Trust / LSE:ATST.L	£706.00	£1,278.00	81.02%	£126,713.88
Feb '22	Lord Gadhia	Petershill Partners / LSE:PHLL.L	£199.60	£347.57	74.13%	£121,893.29
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£480.00	66.38%	£116,464.47
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£74.00	62.64%	£113,846.15
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£641.00	57.34%	£110,137.46
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£360.00	54.24%	£107,969.15
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£48.66	52.06%	£106,443.75
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£307.10	51.43%	£106,000.99
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£557.00	50.18%	£105,122.68
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£141.00	48.42%	£103,894.74
May '23	Lord Chadlington	Polar Capital Global Financials Trust / LSE:PCFT.L	£136.80	£203.00	48.39%	£103,874.27**
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£307.10	48.14%	£103,699.95
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,211.50	46.42%	£102,495.77
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,190.00	41.75%	£99,223.30
Jan '13	Lord Sassoon	Argo Investments / ASX:ARG.AX	£6.47	£9.11	40.80%	£98,562.59
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£346.50	40.43%	£98,299.07
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,211.50	40.06%	£98,040.46
Oct '21	Lord Etherton	Jpmorgan American Investment Trust / LSE:JAM.L	£681.00	£941.00	38.18%	£96,725.40**
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£327.00	36.53%	£95,574.11
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£327.00	35.45%	£94,817.94
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£266.60	35.12%	£94,586.92
Mar '24	Lord Moynihan of Chelsea	Apax Global Alpha / LSE:APAX.L	£144.40	£191.50	32.62%	£92,832.41
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£3,050.00	31.75%	£92,224.62
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£508.00	30.93%	£91,649.48
Apr '22	Lord Waldegrave of North Hill	Biotech Growth Trust / LSE:BIOG.L	£923.00	£1,185.00	28.39%	£89,869.99**
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£930.00	24.50%	£87,148.59
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£302.00	24.28%	£86,995.88
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,478.50	24.19%	£86,934.06
Jun '21	Lord Morse	M&G Plc / LSE:MNG.L	£248.60	£307.10	23.53%	£86,472.24
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,190.00	22.62%	£85,834.27
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£131.72	21.58%	£85,106.15
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£266.60	20.20%	£84,138.86
Aug '20	Lord Turner of Ecchinswell	M&G Plc / LSE:MNG.L	£166.45	£198.20	19.07%	£83,352.36**
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£266.60	18.65%	£83,052.96
Jul '18	Viscount Chandos	Greencoat Uk Wind / LSE:UKW.L	£124.92	£147.30	17.92%	£82,540.83**
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,675.00	17.50%	£82,251.84
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,190.00	16.74%	£81,716.42
Oct '19	Lord Lee of Trafford	Legal & General Group / LSE:LGEN.L	£232.70	£266.60	14.57%	£80,197.68
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£48.50	14.12%	£79,882.35
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£44.31	14.11%	£79,878.96
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,211.50	13.97%	£79,778.93
Apr '24	Lord Chadlington	Personal Assets Trust / LSE:PNL.L	£482.50	£546.00	13.16%	£79,212.44
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£346.50	12.87%	£79,006.51
Mar '22	Baroness Valentine	Harmony Energy Income Trust / LSE:HEIT.L	£100.50	£111.50	10.95%	£77,661.69**
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£3,302.00	10.92%	£77,641.92
Apr '24	Lord Ponsonby of Shulbrede	Baillie Gifford Japan Trust / LSE:BGFD.L	£710.00	£783.00	10.28%	£77,197.18**
Oct '16	Lord Hamilton of Epsom	Legal & General Group / LSE:LGEN.L	£208.10	£227.50	9.32%	£76,525.71**
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£220.50	8.73%	£76,109.47**
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£266.60	8.11%	£75,677.21
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£266.60	8.07%	£75,646.54
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£266.60	7.20%	£75,038.20
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£508.00	7.06%	£74,942.04
Aug '22	Lord Lee of Trafford	Rathbones Group / LSE:RAT.L	£1,858.00	£1,980.00	6.57%	£74,596.34**
Jan '21	Lord Spencer of Alresford	Aj Bell / LSE:AJB.L	£432.50	£457.00	5.66%	£73,965.32
Apr '17	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£316.20	£331.50	4.84%	£73,387.09**
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£126.83	3.88%	£72,717.67
Feb '23	Lord Hamilton of Epsom	Polar Capital Global Financials Trust / LSE:PCFT.L	£161.00	£165.00	2.48%	£71,739.13**
Jul '25	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£331.00	£331.50	0.15%	£70,105.74
Apr '10	Lord Marland	Icp	£0.00	£0.00	0.00%	£70,000.00
Jan '21	Lord Spencer of Alresford	Icp	£0.00	£0.00	0.00%	£70,000.00
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£266.60	-1.88%	£68,686.05
Sep '21	Lord Altrincham	Legal & General Group / LSE:LGEN.L	£274.70	£266.60	-2.95%	£67,935.93
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£728.00	-4.21%	£67,052.63
Dec '23	Lord Lupton	Intuitive Investments Group / LSE:IIG.L	£137.50	£131.00	-4.73%	£66,690.91
May '24	Lord Nash	Legal & General Group / LSE:LGEN.L	£248.90	£235.80	-5.26%	£66,315.79**
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£413.00	-7.50%	£64,748.04
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£455.80	-9.88%	£63,086.50
Mar '24	Lord Moynihan of Chelsea	Hg Capital Trust / LSE:HGT.L	£450.00	£403.50	-10.33%	£62,766.67
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£266.60	-10.84%	£62,414.72
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£266.60	-10.84%	£62,414.72
Feb '15	The Earl of Kinnoull	Schroders / LSE:SDR.L	£522.58	£455.80	-12.78%	£61,054.76
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£455.80	-13.03%	£60,876.53
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,190.00	-13.95%	£60,235.76
Jan '21	Lord Taverne	Legal & General Group / LSE:LGEN.L	£275.30	£227.50	-17.36%	£57,845.99**
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.95	-20.02%	£55,988.74
Jan '20	Lord Glendonbrook	M&G Plc / LSE:MNG.L	£242.60	£190.65	-21.41%	£55,010.30**
Oct '16	Lord Hamilton of Epsom	Schroders / LSE:SDR.L	£476.85	£374.60	-21.44%	£54,990.04**
Jul '15	Lord Lloyd-Webber	Hicl Infrastructure / LSE:HICL.L	£152.90	£117.60	-23.09%	£53,839.11
Feb '13	Viscount Ridley	Northern 2 Vct / LSE:NTV.L	£71.50	£53.50	-25.17%	£52,377.62
May '23	Lord Chadlington	Hicl Infrastructure / LSE:HICL.L	£152.80	£114.00	-25.39%	£52,225.13**
Jun '21	Lord Morse	Greencoat Uk Wind / LSE:UKW.L	£134.20	£97.80	-27.12%	£51,013.42
Dec '16	Lord Lloyd-Webber	Bluefield Solar Income Fund / LSE:BSIF.L	£106.00	£74.00	-30.19%	£48,867.92
Sep '16	Lord Gadhia	Mobeus Income & Growth Vct / LSE:MIX.L	£74.75	£52.00	-30.43%	£48,695.65**
May '22	Earl Peel	Tr Property Investment Trust / LSE:TRY.L	£407.00	£280.00	-31.20%	£48,157.25**
Oct '21	Lord Etherton	Blackrock Throgmorton Trust / LSE:THRG.L	£915.00	£585.00	-36.07%	£44,754.10**
Dec '17	Lord Gadhia	Octopus Titan Vct / LSE:OTV2.L	£91.38	£57.50	-37.07%	£44,049.25**
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£188.00	-45.81%	£37,936.01
Oct '21	Lord Etherton	Edinburgh Worldwide Investment Trust / LSE:EWI.L	£293.00	£152.80	-47.85%	£36,505.12**
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£99.40	-62.63%	£26,157.90
May '22	Lord Ponsonby of Shulbrede	Polar Capital Technology Trust / LSE:PCT.L	£1,996.00	£480.00	-75.95%	£16,833.67
Oct '23	Lord Lee of Trafford	Vp / LSE:VSL.L	£68.00	£13.48	-80.18%	£13,871.32
Oct '21	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£2,390.00	£279.00	-88.33%	£8,171.55**
May '23	Lord Stevens of Ludgate	Assetco / LSE:ASTO.L	£54.00	£5.75	-89.35%	£7,453.70
May '21	Lord Spencer of Alresford	Assetco / LSE:ASTO.L	£142.50	£5.75	-95.96%	£2,824.56
Apr '17	Lord Mendelsohn	Witan Investment Trust / LSE:WTAN.L	£191.30	£2.66	-98.61%	£973.34
Apr '17	Lord Marlesford	Witan Investment Trust / LSE:WTAN.L	£192.10	£2.66	-98.62%	£969.29
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£0.56	-99.02%	£687.83
Sep '20	Lord Leigh of Hurley	Caledonia Investments / LSE:CLDN.L	£2,405.00	£3.61	-99.85%	£104.93**

* Minimum Potential Value based on £70,000.00 invested at time of declaration.

** Interest ceased/exited on filed date.