Asset Management Industry

Members of Parliament invested in the Asset Management Industry

114 investments
69 companies
Filed Name Company Pur. £ Cur. £ P/L % MPV*
Jul '10 Lord Hollick Lord Hollick Corporate logo for KKR KKR / NYQ:KKR £10.20 £122.90 1,104.90% £843,431.38
Jan '15 Baroness Noakes Baroness Noakes Corporate logo for Allianz Technology Trust Allianz Technology Trust / LSE:ATT.L £57.00 £541.00 849.12% £664,385.96
Mar '16 Baroness Noakes Baroness Noakes Corporate logo for 3i Group 3i Group / LSE:III.L £461.60 £3,222.00 598.01% £488,604.85
Nov '15 Lord Lupton Lord Lupton Corporate logo for 3i Group 3i Group / LSE:III.L £479.80 £3,222.00 571.53% £470,070.87
Sep '16 Lord Gadhia Lord Gadhia Corporate logo for Blackstone Group Blackstone Group / NYQ:BX £25.46 £155.97 512.61% £428,825.63
Apr '17 Lord Leigh of Hurley Lord Leigh of Hurley Herald Investment Trust / LSE:HRI.L £929.50 £2,590.00 178.64% £195,051.10
Apr '21 Lord Glendonbrook Lord Glendonbrook Corporate logo for 3i Group 3i Group / LSE:III.L £1,204.00 £3,222.00 167.61% £187,325.58
Oct '16 Lord Hamilton of Epsom Lord Hamilton of Epsom Herald Investment Trust / LSE:HRI.L £850.00 £2,220.00 161.18% £182,823.53**
Oct '13 Viscount Eccles Viscount Eccles Rights And Issues Investment Trust / LSE:RIII.L £887.50 £2,040.00 129.86% £160,901.41
Nov '16 Lord Glendonbrook Lord Glendonbrook Corporate logo for Man Group Man Group / LSE:EMG.L £113.40 £260.00 129.28% £160,493.82
Jun '18 Baroness Valentine Baroness Valentine Corporate logo for Bh Macro Bh Macro / LSE:BHMG.L £204.50 £403.00 97.07% £137,946.21
Dec '14 Lord Tugendhat Lord Tugendhat Biotech Growth Trust / LSE:BIOG.L £636.00 £1,245.00 95.75% £137,028.30
Mar '23 Lord O'Donnell Lord O'Donnell Brookfield / NYQ:BBUC £19.04 £36.11 89.65% £132,757.35
Aug '13 Lord Borwick Lord Borwick Hansa Trust / LSE:HAN.L £150.10 £274.00 82.54% £127,781.47
Jul '17 Lord Smith of Kelvin Lord Smith of Kelvin Corporate logo for Alliance Trust Alliance Trust / LSE:ATST.L £706.00 £1,278.00 81.02% £126,713.88
May '23 Lord Fink Lord Fink Corporate logo for State Street State Street / NYQ:STT £70.29 £126.91 80.55% £126,386.40
Feb '19 Lord Mendelsohn Lord Mendelsohn F&C Investment Trust / LSE:FCIT.L £689.00 £1,243.00 80.41% £126,284.47
Feb '22 Lord Gadhia Lord Gadhia Petershill Partners / LSE:PHLL.L £199.60 £347.57 74.13% £121,893.29
Apr '25 Lord Etherton Lord Etherton Polar Capital Technology Trust / LSE:PCT.L £288.50 £486.00 68.46% £117,920.28
Apr '17 Baroness Deech Baroness Deech Corporate logo for Worldwide Healthcare Trust Worldwide Healthcare Trust / LSE:WWH.L £233.40 £377.00 61.53% £113,067.70
Dec '22 Lord Hintze Lord Hintze Geiger Counter / LSE:GCL.L £45.50 £73.00 60.44% £112,307.69
Dec '22 Lord O'Donnell Lord O'Donnell Corporate logo for Brookfield Asset Management Brookfield Asset Management / NYQ:BAM £32.00 £50.50 57.81% £110,468.75
Dec '22 Lord Hintze Lord Hintze Marwyn Value Investors / LSE:MVI.L £95.00 £144.00 51.58% £106,105.26
May '17 Baroness Valentine Baroness Valentine Corporate logo for 3i Infrastructure 3i Infrastructure / LSE:3IN.L £246.75 £374.00 51.57% £106,100.58
May '23 Lord Fink Lord Fink Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £202.80 £304.20 50.00% £105,000.00
Jan '13 Lord Sassoon Lord Sassoon Merchants Trust / LSE:MRCH.L £407.40 £607.00 48.99% £104,295.53
May '23 Lord Chadlington Lord Chadlington Corporate logo for Polar Capital Global Financials Trust Polar Capital Global Financials Trust / LSE:PCFT.L £136.80 £203.00 48.39% £103,874.27**
Nov '14 Lord Sassoon Lord Sassoon City Of London Investment Trust / LSE:CTY.L £370.90 £546.00 47.21% £103,046.64
Dec '23 Lord Etherton Lord Etherton Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £207.30 £304.20 46.74% £102,720.70
Nov '22 Lord Roborough Lord Roborough Oakley Capital Investments / LSE:OCI.L £388.00 £558.00 43.81% £100,670.10
Apr '24 Theresa Villiers Theresa Villiers Scottish Mortgage Investment Trust / LSE:SMT.L £827.40 £1,189.50 43.76% £100,634.51
Oct '15 The Duke of Wellington The Duke of Wellington Corporate logo for Rit Capital Partners Rit Capital Partners / LSE:RCP.L £1,545.00 £2,200.00 42.39% £99,676.38
Jan '13 Lord Sassoon Lord Sassoon Corporate logo for Argo Investments Argo Investments / ASX:ARG.AX £6.47 £9.20 42.19% £99,536.32
Mar '22 Lord Agnew of Oulton Lord Agnew of Oulton Intermediate Capital Group / LSE:ICG.L £1,425.50 £1,992.00 39.74% £97,818.31
Oct '21 Lord Etherton Lord Etherton Jpmorgan American Investment Trust / LSE:JAM.L £681.00 £941.00 38.18% £96,725.40**
Mar '24 Lord Petitgas Lord Petitgas Corporate logo for Hamilton Lane Hamilton Lane / NMS:HLNE £108.34 £149.32 37.83% £96,477.76
Jul '20 Lord Fairfax of Cameron Lord Fairfax of Cameron Scottish Mortgage Investment Trust / LSE:SMT.L £865.00 £1,189.50 37.51% £96,260.12
Mar '24 Lord Moynihan of Chelsea Lord Moynihan of Chelsea Harbourvest / LSE:HVPE.L £2,315.00 £3,135.00 35.42% £94,794.82
Mar '24 Lord Moynihan of Chelsea Lord Moynihan of Chelsea Apax Global Alpha / LSE:APAX.L £144.40 £191.50 32.62% £92,832.41
Jul '16 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £197.30 £260.90 32.24% £92,564.62
Mar '17 Lord Lloyd-Webber Lord Lloyd-Webber Shire / LSE:SHRS.L £239.50 £312.00 30.27% £91,189.98
Sep '14 Lord Glendonbrook Lord Glendonbrook Shire / LSE:SHRS.L £241.41 £313.00 29.65% £90,758.46
Apr '22 Lord Waldegrave of North Hill Lord Waldegrave of North Hill Biotech Growth Trust / LSE:BIOG.L £923.00 £1,185.00 28.39% £89,869.99**
Apr '24 Lord Mendoza Lord Mendoza Corporate logo for Blackstone Group Blackstone Group / NYQ:BX £122.09 £153.91 26.06% £88,243.92
Jan '13 Lord Sassoon Lord Sassoon Dunedin Income Growth Investment Trust / LSE:DIG.L £243.00 £306.00 25.93% £88,148.15
Apr '24 Theresa Villiers Theresa Villiers Corporate logo for Rit Capital Partners Rit Capital Partners / LSE:RCP.L £1,786.00 £2,205.00 23.46% £86,422.17
Jan '14 Lord Sassoon Lord Sassoon Murray Income Trust / LSE:MUT.L £747.00 £918.00 22.89% £86,024.10
Jul '21 Lord Londesborough Lord Londesborough Corporate logo for 3i Infrastructure 3i Infrastructure / LSE:3IN.L £307.00 £374.00 21.82% £85,276.87
Jun '22 Lord Magan of Castletown Lord Magan of Castletown Corporate logo for St Jamess St Jamess / LSE:STJ.L £1,190.50 £1,445.00 21.38% £84,964.30
Jun '21 Lord Morse Lord Morse Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £248.60 £301.40 21.24% £84,867.25
Aug '20 Lord Turner of Ecchinswell Lord Turner of Ecchinswell Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £166.45 £198.20 19.07% £83,352.36**
Nov '23 Lord Mance Lord Mance Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £221.80 £262.30 18.26% £82,781.78
Jul '18 Viscount Chandos Viscount Chandos Corporate logo for Greencoat Uk Wind Greencoat Uk Wind / LSE:UKW.L £124.92 £147.30 17.92% £82,540.83**
May '24 The Duke of Wellington The Duke of Wellington Oakley Capital Investments / LSE:OCI.L £474.50 £558.00 17.60% £82,318.23
Apr '17 Lord MacGregor of Pulham Market Lord MacGregor of Pulham Market Corporate logo for Rit Capital Partners Rit Capital Partners / LSE:RCP.L £1,876.00 £2,200.00 17.27% £82,089.55
Jul '14 Baroness Noakes Baroness Noakes Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £224.70 £262.30 16.73% £81,713.39
Jan '21 Lord Spencer of Alresford Lord Spencer of Alresford Corporate logo for Frenkel Topping Group Frenkel Topping Group / LSE:FEN.L £42.50 £48.50 14.12% £79,882.35
Mar '13 Lord Alderdice Lord Alderdice Corporate logo for Artis Artis / NYQ:APAM £38.83 £43.99 13.29% £79,302.08
Apr '24 Lord Chadlington Lord Chadlington Personal Assets Trust / LSE:PNL.L £482.50 £545.00 12.95% £79,067.36
Oct '19 Lord Lee of Trafford Lord Lee of Trafford Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £232.70 £262.30 12.72% £78,904.17
Jul '25 Lord Leigh of Hurley Lord Leigh of Hurley Scottish Mortgage Investment Trust / LSE:SMT.L £1,063.00 £1,195.00 12.42% £78,692.38
Mar '22 Baroness Valentine Baroness Valentine Harmony Energy Income Trust / LSE:HEIT.L £100.50 £111.50 10.95% £77,661.69**
Apr '24 Lord Ponsonby of Shulbrede Lord Ponsonby of Shulbrede Baillie Gifford Japan Trust / LSE:BGFD.L £710.00 £783.00 10.28% £77,197.18**
Mar '24 Lord Moynihan of Chelsea Lord Moynihan of Chelsea Corporate logo for Hg Capital Trust Hg Capital Trust / LSE:HGT.L £450.00 £496.00 10.22% £77,155.56
Oct '16 Lord Hamilton of Epsom Lord Hamilton of Epsom Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £208.10 £227.50 9.32% £76,525.71**
May '23 Lord Fink Lord Fink Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £202.80 £220.50 8.73% £76,109.47**
May '24 Baroness Sheehan Baroness Sheehan Corporate logo for 3i Group 3i Group / LSE:III.L £2,977.00 £3,222.00 8.23% £75,760.83
Aug '22 Lord Lee of Trafford Lord Lee of Trafford Corporate logo for Rathbones Group Rathbones Group / LSE:RAT.L £1,858.00 £1,980.00 6.57% £74,596.34**
Jan '17 Lord Patten Lord Patten Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £246.60 £262.30 6.37% £74,456.60
May '22 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £246.70 £262.30 6.32% £74,426.43
May '22 Lord Londesborough Lord Londesborough Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £248.70 £262.30 5.47% £73,827.90
Apr '17 Lord Leigh of Hurley Lord Leigh of Hurley Corporate logo for Tr Property Investment Trust Tr Property Investment Trust / LSE:TRY.L £316.20 £331.50 4.84% £73,387.09**
Feb '23 Lord Hamilton of Epsom Lord Hamilton of Epsom Corporate logo for Polar Capital Global Financials Trust Polar Capital Global Financials Trust / LSE:PCFT.L £161.00 £165.00 2.48% £71,739.13**
Jan '21 Lord Spencer of Alresford Lord Spencer of Alresford Aj Bell / LSE:AJB.L £432.50 £442.80 2.38% £71,667.05
Apr '10 Lord Marland Lord Marland Icp £0.00 £0.00 0.00% £70,000.00
Jan '21 Lord Spencer of Alresford Lord Spencer of Alresford Icp £0.00 £0.00 0.00% £70,000.00
Jul '25 Lord Leigh of Hurley Lord Leigh of Hurley Corporate logo for Tr Property Investment Trust Tr Property Investment Trust / LSE:TRY.L £331.00 £330.00 -0.30% £69,788.52
Feb '21 Lord Etherton Lord Etherton Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £271.70 £260.90 -3.97% £67,217.51
Sep '21 Lord Altrincham Lord Altrincham Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £274.70 £260.90 -5.02% £66,483.43
May '24 Lord Nash Lord Nash Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £248.90 £235.80 -5.26% £66,315.79**
Dec '23 Lord Lupton Lord Lupton Intuitive Investments Group / LSE:IIG.L £137.50 £130.00 -5.45% £66,181.82
Apr '22 Lord Hylton Lord Hylton Corporate logo for Impax Environmental Markets Impax Environmental Markets / LSE:IEM.L £446.50 £421.00 -5.71% £66,002.24
Dec '23 Lord Browne of Madingley Lord Browne of Madingley Corporate logo for Riverstone Riverstone / LSE:RSE.L £760.00 £710.00 -6.58% £65,394.74
Jul '20 Lord Levene of Portsoken Lord Levene of Portsoken Corporate logo for Schroders Schroders / LSE:SDR.L £505.75 £450.20 -10.98% £62,311.42
Jan '22 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £299.00 £262.30 -12.27% £61,408.02
Jan '22 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £299.00 £262.30 -12.27% £61,408.02
Apr '22 Lord Kestenbaum Lord Kestenbaum Corporate logo for Rit Capital Partners Rit Capital Partners / LSE:RCP.L £2,545.00 £2,200.00 -13.56% £60,510.81
Feb '15 The Earl of Kinnoull The Earl of Kinnoull Corporate logo for Schroders Schroders / LSE:SDR.L £522.58 £450.20 -13.85% £60,304.64
Apr '17 Lord Pearson of Rannoch Lord Pearson of Rannoch Corporate logo for Schroders Schroders / LSE:SDR.L £524.11 £450.20 -14.10% £60,128.60
Jan '21 Lord Taverne Lord Taverne Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £275.30 £227.50 -17.36% £57,845.99**
Oct '17 Lord Sassoon Lord Sassoon Corporate logo for Eaton Eaton / NYQ:EIM £12.44 £9.80 -21.22% £55,144.70
Jan '20 Lord Glendonbrook Lord Glendonbrook Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £242.60 £190.65 -21.41% £55,010.30**
Oct '16 Lord Hamilton of Epsom Lord Hamilton of Epsom Corporate logo for Schroders Schroders / LSE:SDR.L £476.85 £374.60 -21.44% £54,990.04**
Jul '15 Lord Lloyd-Webber Lord Lloyd-Webber Corporate logo for Hicl Infrastructure Hicl Infrastructure / LSE:HICL.L £152.90 £117.40 -23.22% £53,747.55
Feb '13 Viscount Ridley Viscount Ridley Northern 2 Vct / LSE:NTV.L £71.50 £53.50 -25.17% £52,377.62
May '23 Lord Chadlington Lord Chadlington Corporate logo for Hicl Infrastructure Hicl Infrastructure / LSE:HICL.L £152.80 £114.00 -25.39% £52,225.13**
Jun '21 Lord Morse Lord Morse Corporate logo for Greencoat Uk Wind Greencoat Uk Wind / LSE:UKW.L £134.20 £96.00 -28.46% £50,074.52
Sep '16 Lord Gadhia Lord Gadhia Mobeus Income & Growth Vct / LSE:MIX.L £74.75 £52.00 -30.43% £48,695.65**
May '22 Earl Peel Earl Peel Corporate logo for Tr Property Investment Trust Tr Property Investment Trust / LSE:TRY.L £407.00 £280.00 -31.20% £48,157.25**
Dec '16 Lord Lloyd-Webber Lord Lloyd-Webber Corporate logo for Bluefield Solar Income Fund Bluefield Solar Income Fund / LSE:BSIF.L £106.00 £68.00 -35.85% £44,905.66
Oct '21 Lord Etherton Lord Etherton Blackrock Throgmorton Trust / LSE:THRG.L £915.00 £585.00 -36.07% £44,754.10**
Dec '17 Lord Gadhia Lord Gadhia Octopus Titan Vct / LSE:OTV2.L £91.38 £57.50 -37.07% £44,049.25**
Oct '14 Baroness Chisholm of Owlpen Baroness Chisholm of Owlpen Jupiter Fund Management / LSE:JUP.L £346.90 £183.00 -47.25% £36,927.07
Oct '21 Lord Etherton Lord Etherton Edinburgh Worldwide Investment Trust / LSE:EWI.L £293.00 £152.80 -47.85% £36,505.12**
Jan '19 Lord Thurlow Lord Thurlow Corporate logo for Syncona Syncona / LSE:SYNC.L £266.00 £99.20 -62.71% £26,105.26
May '22 Lord Ponsonby of Shulbrede Lord Ponsonby of Shulbrede Polar Capital Technology Trust / LSE:PCT.L £1,996.00 £484.00 -75.75% £16,973.95
Oct '23 Lord Lee of Trafford Lord Lee of Trafford Corporate logo for Vp Vp / LSE:VSL.L £68.00 £13.77 -79.74% £14,180.15
Oct '21 Lord Etherton 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 Lord Stevens of Ludgate Assetco / LSE:ASTO.L £54.00 £5.75 -89.35% £7,453.70
May '21 Lord Spencer of Alresford Lord Spencer of Alresford Assetco / LSE:ASTO.L £142.50 £5.75 -95.96% £2,824.56
Apr '17 Lord Mendelsohn Lord Mendelsohn Corporate logo for Witan Investment Trust Witan Investment Trust / LSE:WTAN.L £191.30 £2.66 -98.61% £973.34
Apr '17 Lord Marlesford Lord Marlesford Corporate logo for Witan Investment Trust Witan Investment Trust / LSE:WTAN.L £192.10 £2.66 -98.62% £969.29
Apr '24 Lord Owen Lord Owen Northern Venture / LSE:NVT.L £57.50 £0.56 -99.02% £687.83
Sep '20 Lord Leigh of Hurley Lord Leigh of Hurley Corporate logo for Caledonia Investments 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.