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 £118.11 1,057.94% £810,558.83
Mar '16 Baroness Noakes Baroness Noakes Corporate logo for 3i Group 3i Group / LSE:III.L £461.60 £4,442.00 862.31% £673,613.51
Jan '15 Baroness Noakes Baroness Noakes Corporate logo for Allianz Technology Trust Allianz Technology Trust / LSE:ATT.L £57.00 £540.00 847.37% £663,157.89
Nov '15 Lord Lupton Lord Lupton Corporate logo for 3i Group 3i Group / LSE:III.L £479.80 £4,442.00 825.80% £648,061.71
Sep '16 Lord Gadhia Lord Gadhia Corporate logo for Blackstone Group Blackstone Group / NYQ:BX £25.46 £148.39 482.84% £407,985.09
Apr '21 Lord Glendonbrook Lord Glendonbrook Corporate logo for 3i Group 3i Group / LSE:III.L £1,204.00 £4,442.00 268.94% £258,255.81
Apr '17 Lord Leigh of Hurley Lord Leigh of Hurley Herald Investment Trust / LSE:HRI.L £929.50 £2,525.00 171.65% £190,156.00
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 £2,080.00 134.37% £164,056.34
Jun '18 Baroness Valentine Baroness Valentine Corporate logo for Bh Macro Bh Macro / LSE:BHMG.L £204.50 £405.50 98.29% £138,801.96
Nov '16 Lord Glendonbrook Lord Glendonbrook Corporate logo for Man Group Man Group / LSE:EMG.L £113.40 £213.00 87.83% £131,481.48
Mar '23 Lord O'Donnell Lord O'Donnell Brookfield / NYQ:BBUC £19.04 £35.69 87.45% £131,213.22
Dec '14 Lord Tugendhat Lord Tugendhat Biotech Growth Trust / LSE:BIOG.L £636.00 £1,185.00 86.32% £130,424.53
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
Feb '19 Lord Mendelsohn Lord Mendelsohn F&C Investment Trust / LSE:FCIT.L £689.00 £1,245.00 80.70% £126,487.66
Aug '13 Lord Borwick Lord Borwick Hansa Trust / LSE:HAN.L £150.10 £259.00 72.55% £120,786.14
Dec '22 Lord O'Donnell Lord O'Donnell Corporate logo for Brookfield Asset Management Brookfield Asset Management / NYQ:BAM £32.00 £53.67 67.72% £117,403.12
Apr '25 Lord Etherton Lord Etherton Polar Capital Technology Trust / LSE:PCT.L £288.50 £478.00 65.68% £115,979.20
May '23 Lord Fink Lord Fink Corporate logo for State Street State Street / NYQ:STT £70.29 £115.22 63.92% £114,744.63
Feb '22 Lord Gadhia Lord Gadhia Petershill Partners / LSE:PHLL.L £199.60 £311.50 56.06% £109,243.48
Apr '17 Baroness Deech Baroness Deech Corporate logo for Worldwide Healthcare Trust Worldwide Healthcare Trust / LSE:WWH.L £233.40 £362.00 55.10% £108,568.98
May '24 Baroness Sheehan Baroness Sheehan Corporate logo for 3i Group 3i Group / LSE:III.L £2,977.00 £4,442.00 49.21% £104,447.43
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**
May '17 Baroness Valentine Baroness Valentine Corporate logo for 3i Infrastructure 3i Infrastructure / LSE:3IN.L £246.75 £356.50 44.48% £101,135.98
Nov '22 Lord Roborough Lord Roborough Oakley Capital Investments / LSE:OCI.L £388.00 £556.00 43.30% £100,309.28
Dec '22 Lord Hintze Lord Hintze Marwyn Value Investors / LSE:MVI.L £95.00 £136.00 43.16% £100,210.53
Jan '13 Lord Sassoon Lord Sassoon Corporate logo for Argo Investments Argo Investments / ASX:ARG.AX £6.47 £9.16 41.58% £99,103.55
Apr '24 Theresa Villiers Theresa Villiers Scottish Mortgage Investment Trust / LSE:SMT.L £827.40 £1,167.50 41.10% £98,773.26
Jan '13 Lord Sassoon Lord Sassoon Merchants Trust / LSE:MRCH.L £407.40 £573.00 40.65% £98,453.61
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 £2,165.00 40.13% £98,090.61
Nov '14 Lord Sassoon Lord Sassoon City Of London Investment Trust / LSE:CTY.L £370.90 £514.00 38.58% £97,007.28
Oct '21 Lord Etherton Lord Etherton Jpmorgan American Investment Trust / LSE:JAM.L £681.00 £941.00 38.18% £96,725.40**
Mar '22 Lord Agnew of Oulton Lord Agnew of Oulton Intermediate Capital Group / LSE:ICG.L £1,425.50 £1,942.00 36.23% £95,363.03
Jul '20 Lord Fairfax of Cameron Lord Fairfax of Cameron Scottish Mortgage Investment Trust / LSE:SMT.L £865.00 £1,167.50 34.97% £94,479.77
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
Dec '22 Lord Hintze Lord Hintze Geiger Counter / LSE:GCL.L £45.50 £60.00 31.87% £92,307.69
Mar '24 Lord Moynihan of Chelsea Lord Moynihan of Chelsea Harbourvest / LSE:HVPE.L £2,315.00 £3,030.00 30.89% £91,619.87
May '23 Lord Fink Lord Fink Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £202.80 £263.70 30.03% £91,020.71
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**
Dec '23 Lord Etherton Lord Etherton Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £207.30 £263.70 27.21% £89,044.87
Jan '13 Lord Sassoon Lord Sassoon Dunedin Income Growth Investment Trust / LSE:DIG.L £243.00 £307.00 26.34% £88,436.21
Jan '21 Lord Spencer of Alresford Lord Spencer of Alresford Aj Bell / LSE:AJB.L £432.50 £543.00 25.55% £87,884.39
Jan '14 Lord Sassoon Lord Sassoon Murray Income Trust / LSE:MUT.L £747.00 £935.00 25.17% £87,617.14
Jul '16 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £197.30 £239.90 21.59% £85,114.04
Apr '24 Lord Mendoza Lord Mendoza Corporate logo for Blackstone Group Blackstone Group / NYQ:BX £122.09 £148.39 21.54% £85,079.04
Apr '24 Theresa Villiers Theresa Villiers Corporate logo for Rit Capital Partners Rit Capital Partners / LSE:RCP.L £1,786.00 £2,165.00 21.22% £84,854.42
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**
Mar '17 Lord Lloyd-Webber Lord Lloyd-Webber Shire / LSE:SHRS.L £239.50 £283.00 18.16% £82,713.99
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**
Sep '14 Lord Glendonbrook Lord Glendonbrook Shire / LSE:SHRS.L £241.41 £283.00 17.23% £82,059.57
May '24 The Duke of Wellington The Duke of Wellington Oakley Capital Investments / LSE:OCI.L £474.50 £556.00 17.18% £82,023.18
Jul '21 Lord Londesborough Lord Londesborough Corporate logo for 3i Infrastructure 3i Infrastructure / LSE:3IN.L £307.00 £356.50 16.12% £81,286.64
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 £2,165.00 15.41% £80,783.58
Jan '21 Lord Spencer of Alresford Lord Spencer of Alresford Corporate logo for Frenkel Topping Group Frenkel Topping Group / LSE:FEN.L £42.50 £49.00 15.29% £80,705.88
Mar '13 Lord Alderdice Lord Alderdice Corporate logo for Artis Artis / NYQ:APAM £38.83 £43.41 11.79% £78,256.50
Apr '24 Lord Chadlington Lord Chadlington Personal Assets Trust / LSE:PNL.L £482.50 £539.00 11.71% £78,196.89
Mar '22 Baroness Valentine Baroness Valentine Harmony Energy Income Trust / LSE:HEIT.L £100.50 £111.50 10.95% £77,661.69**
Jun '22 Lord Magan of Castletown Lord Magan of Castletown Corporate logo for St Jamess St Jamess / LSE:STJ.L £1,190.50 £1,320.50 10.92% £77,643.85
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**
Jul '25 Lord Leigh of Hurley Lord Leigh of Hurley Scottish Mortgage Investment Trust / LSE:SMT.L £1,063.00 £1,167.50 9.83% £76,881.47
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**
Nov '23 Lord Mance Lord Mance Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £221.80 £239.90 8.16% £75,712.35
Jul '14 Baroness Noakes Baroness Noakes Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £224.70 £239.90 6.76% £74,735.20
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**
Mar '24 Lord Moynihan of Chelsea Lord Moynihan of Chelsea Corporate logo for Hg Capital Trust Hg Capital Trust / LSE:HGT.L £450.00 £478.00 6.22% £74,355.56
Jun '21 Lord Morse Lord Morse Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £248.60 £263.70 6.07% £74,251.81
Mar '24 Lord Petitgas Lord Petitgas Corporate logo for Hamilton Lane Hamilton Lane / NMS:HLNE £108.34 £114.10 5.32% £73,721.62
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**
Oct '19 Lord Lee of Trafford Lord Lee of Trafford Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £232.70 £239.90 3.09% £72,165.88
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**
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 £325.00 -1.81% £68,731.12
Jan '17 Lord Patten Lord Patten Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £246.60 £239.90 -2.72% £68,098.13
May '22 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £246.70 £239.90 -2.76% £68,070.53
May '22 Lord Londesborough Lord Londesborough Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £248.70 £239.90 -3.54% £67,523.12
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 Browne of Madingley Lord Browne of Madingley Corporate logo for Riverstone Riverstone / LSE:RSE.L £760.00 £707.50 -6.91% £65,164.47
Apr '22 Lord Hylton Lord Hylton Corporate logo for Impax Environmental Markets Impax Environmental Markets / LSE:IEM.L £446.50 £413.50 -7.39% £64,826.43
Feb '21 Lord Etherton Lord Etherton Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £271.70 £239.90 -11.70% £61,807.14
Sep '21 Lord Altrincham Lord Altrincham Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £274.70 £239.90 -12.67% £61,132.14
Apr '22 Lord Kestenbaum Lord Kestenbaum Corporate logo for Rit Capital Partners Rit Capital Partners / LSE:RCP.L £2,545.00 £2,165.00 -14.93% £59,548.13
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**
Jan '22 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £299.00 £239.90 -19.77% £56,163.88
Jan '22 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £299.00 £239.90 -19.77% £56,163.88
Oct '17 Lord Sassoon Lord Sassoon Corporate logo for Eaton Eaton / NYQ:EIM £12.44 £9.90 -20.42% £55,707.39
Jun '21 Lord Morse Lord Morse Corporate logo for Greencoat Uk Wind Greencoat Uk Wind / LSE:UKW.L £134.20 £106.40 -20.72% £55,499.26
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 £118.80 -22.30% £54,388.49
Jul '20 Lord Levene of Portsoken Lord Levene of Portsoken Corporate logo for Schroders Schroders / LSE:SDR.L £505.75 £382.00 -24.47% £52,871.97
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**
Dec '23 Lord Lupton Lord Lupton Intuitive Investments Group / LSE:IIG.L £137.50 £101.00 -26.55% £51,418.18
Feb '15 The Earl of Kinnoull The Earl of Kinnoull Corporate logo for Schroders Schroders / LSE:SDR.L £522.58 £382.00 -26.90% £51,169.20
Apr '17 Lord Pearson of Rannoch Lord Pearson of Rannoch Corporate logo for Schroders Schroders / LSE:SDR.L £524.11 £382.00 -27.11% £51,019.83
Dec '16 Lord Lloyd-Webber Lord Lloyd-Webber Corporate logo for Bluefield Solar Income Fund Bluefield Solar Income Fund / LSE:BSIF.L £106.00 £76.50 -27.83% £50,518.87
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**
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 '21 Lord Etherton Lord Etherton Edinburgh Worldwide Investment Trust / LSE:EWI.L £293.00 £152.80 -47.85% £36,505.12**
Oct '14 Baroness Chisholm of Owlpen Baroness Chisholm of Owlpen Jupiter Fund Management / LSE:JUP.L £346.90 £153.40 -55.78% £30,954.16
Jan '19 Lord Thurlow Lord Thurlow Corporate logo for Syncona Syncona / LSE:SYNC.L £266.00 £101.20 -61.95% £26,631.58
May '22 Lord Ponsonby of Shulbrede Lord Ponsonby of Shulbrede Polar Capital Technology Trust / LSE:PCT.L £1,996.00 £478.00 -76.05% £16,763.53
Oct '23 Lord Lee of Trafford Lord Lee of Trafford Corporate logo for Vp Vp / LSE:VSL.L £68.00 £16.08 -76.36% £16,547.79
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 £0.57 -99.01% £693.91
Feb '13 Viscount Ridley Viscount Ridley Northern 2 Vct / LSE:NTV.L £71.50 £0.55 -99.24% £533.57
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.