Asset Management Industry

Members of Parliament invested in the Asset Management Industry

112 investments

69 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£122.42	1,100.20%	£840,137.24
Sep '16	Lord Gadhia	Blackstone Group / NYQ:BX	£25.46	£137.49	440.02%	£378,016.53
Oct '16	Lord Hamilton of Epsom	Herald Investment Trust / LSE:HRI.L	£850.00	£2,220.00	161.18%	£182,823.53**
Jun '18	Baroness Valentine	Bh Macro / LSE:BHMG.L	£204.50	£396.50	93.89%	£135,721.27
Jul '17	Lord Smith of Kelvin	Alliance Trust / LSE:ATST.L	£706.00	£1,278.00	81.02%	£126,713.88
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£54.64	70.75%	£119,525.00
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£250.00	66.56%	£116,588.94
Nov '16	Lord Glendonbrook	Man Group / LSE:EMG.L	£113.40	£173.30	52.82%	£106,975.31
May '23	Lord Chadlington	Polar Capital Global Financials Trust / LSE:PCFT.L	£136.80	£203.00	48.39%	£103,874.27**
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£28.14	47.79%	£103,455.87
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£350.00	41.85%	£99,291.99
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£99.30	41.27%	£98,890.31
Jan '13	Lord Sassoon	Argo Investments / ASX:ARG.AX	£6.47	£9.04	39.72%	£97,805.25
Oct '21	Lord Etherton	Jpmorgan American Investment Trust / LSE:JAM.L	£681.00	£941.00	38.18%	£96,725.40**
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,931.00	35.46%	£94,822.87
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£253.10	28.28%	£89,797.26
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£497.00	28.09%	£89,664.95
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£257.40	26.92%	£88,846.15
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£136.98	26.44%	£88,504.71
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£257.40	24.17%	£86,917.51
Aug '20	Lord Turner of Ecchinswell	M&G Plc / LSE:MNG.L	£166.45	£198.20	19.07%	£83,352.36**
Jul '18	Viscount Chandos	Greencoat Uk Wind / LSE:UKW.L	£124.92	£147.30	17.92%	£82,540.83**
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£253.10	14.11%	£79,878.27
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£350.00	14.01%	£79,804.56
Jan '21	Lord Spencer of Alresford	Aj Bell / LSE:AJB.L	£432.50	£489.80	13.25%	£79,273.99
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£253.10	12.64%	£78,847.35
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£137.49	12.61%	£78,829.56
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£47.50	11.76%	£78,235.29
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£844.00	11.05%	£77,736.84
Mar '22	Baroness Valentine	Harmony Energy Income Trust / LSE:HEIT.L	£100.50	£111.50	10.95%	£77,661.69**
Oct '16	Lord Hamilton of Epsom	Legal & General Group / LSE:LGEN.L	£208.10	£227.50	9.32%	£76,525.71**
Oct '19	Lord Lee of Trafford	Legal & General Group / LSE:LGEN.L	£232.70	£253.10	8.77%	£76,136.66
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£220.50	8.73%	£76,109.47**
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£42.19	8.65%	£76,057.17
Aug '22	Lord Lee of Trafford	Rathbones Group / LSE:RAT.L	£1,858.00	£1,980.00	6.57%	£74,596.34**
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£497.00	4.74%	£73,319.28
Jun '21	Lord Morse	M&G Plc / LSE:MNG.L	£248.60	£257.40	3.54%	£72,477.87
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£2,380.00	2.81%	£71,965.44
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£253.10	2.64%	£71,845.09
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£253.10	2.59%	£71,815.97
Feb '23	Lord Hamilton of Epsom	Polar Capital Global Financials Trust / LSE:PCFT.L	£161.00	£165.00	2.48%	£71,739.13**
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£253.10	1.77%	£71,238.44
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£58.50	1.74%	£71,217.39
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
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£44.00	-3.30%	£67,692.31
May '24	Lord Nash	Legal & General Group / LSE:LGEN.L	£248.90	£235.80	-5.26%	£66,315.79**
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£253.10	-6.85%	£65,207.95
Sep '21	Lord Altrincham	Legal & General Group / LSE:LGEN.L	£274.70	£253.10	-7.86%	£64,495.81
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,093.50	-8.15%	£64,296.51
Dec '16	Lord Lloyd-Webber	Bluefield Solar Income Fund / LSE:BSIF.L	£106.00	£94.50	-10.85%	£62,405.66
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£253.10	-15.35%	£59,254.18
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£253.10	-15.35%	£59,254.18
Jan '21	Lord Taverne	Legal & General Group / LSE:LGEN.L	£275.30	£227.50	-17.36%	£57,845.99**
Mar '24	Lord Moynihan of Chelsea	Apax Global Alpha / LSE:APAX.L	£144.40	£116.60	-19.25%	£56,523.55
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**
Feb '13	Viscount Ridley	Northern 2 Vct / LSE:NTV.L	£71.50	£55.50	-22.38%	£54,335.66
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.50	-23.63%	£53,456.59
May '23	Lord Chadlington	Hicl Infrastructure / LSE:HICL.L	£152.80	£114.00	-25.39%	£52,225.13**
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£359.00	-29.02%	£49,688.58
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**
Feb '15	The Earl of Kinnoull	Schroders / LSE:SDR.L	£522.58	£359.00	-31.30%	£48,088.33
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£359.00	-31.50%	£47,947.95
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 '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	£93.30	-64.92%	£24,552.63
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£94.80	-72.67%	£19,129.43
Oct '23	Lord Lee of Trafford	Vp / LSE:VSL.L	£68.00	£14.40	-78.82%	£14,823.53
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
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£40.40	-91.25%	£6,126.52
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£40.40	-91.58%	£5,894.12
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£4.06	-92.88%	£4,985.96
May '21	Lord Spencer of Alresford	Assetco / LSE:ASTO.L	£142.50	£5.75	-95.96%	£2,824.56
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£40.40	-96.64%	£2,348.84
Apr '17	Lord Leigh of Hurley	Herald Investment Trust / LSE:HRI.L	£929.50	£22.40	-97.59%	£1,686.93
Oct '13	Viscount Eccles	Rights And Issues Investment Trust / LSE:RIII.L	£887.50	£20.65	-97.67%	£1,628.73
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£10.86	-98.42%	£1,103.34
Sep '20	Lord Leigh of Hurley	Caledonia Investments / LSE:CLDN.L	£2,405.00	£37.30	-98.45%	£1,085.65
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
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£5.60	-98.63%	£962.20
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£40.40	-98.64%	£949.95
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£4.89	-98.68%	£921.95
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£2.95	-98.73%	£886.25
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£2.99	-98.77%	£861.32
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£18.72	-98.79%	£848.16
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£1.14	-98.79%	£843.68
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£9.91	-98.80%	£838.41
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£3.42	-98.81%	£831.02
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£7.34	-98.85%	£807.86
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£9.91	-98.85%	£801.97
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£8.50	-98.86%	£796.52
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£2.71	-98.87%	£793.53
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£2.71	-98.88%	£787.25
Apr '24	Lord Ponsonby of Shulbrede	Baillie Gifford Japan Trust / LSE:BGFD.L	£710.00	£7.83	-98.90%	£771.97
Mar '24	Lord Moynihan of Chelsea	Hg Capital Trust / LSE:HGT.L	£450.00	£4.90	-98.91%	£762.22
Feb '22	Lord Gadhia	Petershill Partners / LSE:PHLL.L	£199.60	£2.12	-98.94%	£743.49
Apr '24	Lord Chadlington	Personal Assets Trust / LSE:PNL.L	£482.50	£5.12	-98.94%	£742.80
Apr '17	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£316.20	£3.33	-98.95%	£736.08
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£18.72	-98.95%	£733.71
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£18.72	-99.00%	£698.51
Dec '23	Lord Lupton	Intuitive Investments Group / LSE:IIG.L	£137.50	£1.22	-99.11%	£621.09
Jun '21	Lord Morse	Greencoat Uk Wind / LSE:UKW.L	£134.20	£1.17	-99.13%	£612.37
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£3.69	-99.17%	£578.50
Apr '22	Lord Waldegrave of North Hill	Biotech Growth Trust / LSE:BIOG.L	£923.00	£7.34	-99.20%	£556.66
Jul '15	Lord Lloyd-Webber	Hicl Infrastructure / LSE:HICL.L	£152.90	£1.20	-99.22%	£548.46
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£18.72	-99.26%	£514.89
May '22	Lord Ponsonby of Shulbrede	Polar Capital Technology Trust / LSE:PCT.L	£1,996.00	£3.42	-99.83%	£120.12

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

** Interest ceased/exited on filed date.