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	£95.59	837.16%	£656,009.78
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£523.00	817.54%	£642,280.70
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,929.00	534.53%	£444,172.44
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,929.00	510.46%	£427,323.90
Sep '16	Lord Gadhia	Blackstone Group / NYQ:BX	£25.46	£115.55	353.85%	£317,694.44
Apr '17	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	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	£2,205.00	148.45%	£173,915.49
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,929.00	143.27%	£170,290.70
Nov '16	Lord Glendonbrook	Man Group / LSE:EMG.L	£113.40	£270.00	138.10%	£166,666.66
Jun '18	Baroness Valentine	Bh Macro / LSE:BHMG.L	£204.50	£438.50	114.43%	£150,097.80
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,235.00	94.18%	£135,927.67
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£279.00	85.88%	£130,113.25
Jul '17	Lord Smith of Kelvin	Alliance Trust / LSE:ATST.L	£706.00	£1,278.00	81.02%	£126,713.88
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£34.38	80.57%	£126,397.06
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,240.00	79.97%	£125,979.68
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£125.14	78.03%	£124,623.70
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	£498.50	72.79%	£120,953.21
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£75.50	65.93%	£116,153.85
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£616.00	51.20%	£105,841.93
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£304.50	50.15%	£105,103.55
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£554.00	49.37%	£104,556.49
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£346.50	48.46%	£103,920.31
May '23	Lord Chadlington	Polar Capital Global Financials Trust / LSE:PCFT.L	£136.80	£203.00	48.39%	£103,874.27**
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£47.26	47.69%	£103,381.25
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£140.00	47.37%	£103,157.89
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£304.50	46.89%	£102,822.00
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,182.50	42.92%	£100,042.30
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,195.00	42.07%	£99,449.84
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£350.00	41.85%	£99,291.99
Jan '13	Lord Sassoon	Argo Investments / ASX:ARG.AX	£6.47	£8.97	38.64%	£97,047.92
Oct '21	Lord Etherton	Jpmorgan American Investment Trust / LSE:JAM.L	£681.00	£941.00	38.18%	£96,725.40**
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,182.50	36.71%	£95,693.64
Mar '24	Lord Moynihan of Chelsea	Apax Global Alpha / LSE:APAX.L	£144.40	£191.50	32.62%	£92,832.41**
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£257.90	30.71%	£91,500.25
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£3,010.00	30.02%	£91,015.12**
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£308.00	28.60%	£90,020.88
Apr '22	Lord Waldegrave of North Hill	Biotech Growth Trust / LSE:BIOG.L	£923.00	£1,185.00	28.39%	£89,869.99**
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£308.00	27.58%	£89,308.64
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£488.00	25.77%	£88,041.24
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£936.00	25.30%	£87,710.84
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£301.00	23.87%	£86,707.82
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,195.00	22.90%	£86,030.24
Jun '21	Lord Morse	M&G Plc / LSE:MNG.L	£248.60	£304.50	22.49%	£85,740.14
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**
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,195.00	17.00%	£81,902.99
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£257.90	16.28%	£81,393.14
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£585.50	15.77%	£81,038.06
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£257.90	14.78%	£80,342.68
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,632.00	14.49%	£80,140.30
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£48.50	14.12%	£79,882.35
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£350.00	14.01%	£79,804.56
Apr '24	Lord Chadlington	Personal Assets Trust / LSE:PNL.L	£482.50	£547.00	13.37%	£79,357.51
Feb '15	The Earl of Kinnoull	Schroders / LSE:SDR.L	£522.58	£585.50	12.04%	£78,428.18
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£585.50	11.71%	£78,199.24
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,182.50	11.24%	£77,869.24
Mar '22	Baroness Valentine	Harmony Energy Income Trust / LSE:HEIT.L	£100.50	£111.50	10.95%	£77,661.69**
Oct '19	Lord Lee of Trafford	Legal & General Group / LSE:LGEN.L	£232.70	£257.90	10.83%	£77,580.58
Apr '24	Lord Ponsonby of Shulbrede	Baillie Gifford Japan Trust / LSE:BGFD.L	£710.00	£783.00	10.28%	£77,197.18**
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,306.00	9.70%	£76,791.26
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**
Aug '22	Lord Lee of Trafford	Rathbones Group / LSE:RAT.L	£1,858.00	£1,980.00	6.57%	£74,596.34**
Apr '17	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£316.20	£331.50	4.84%	£73,387.09**
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£257.90	4.58%	£73,207.62
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£257.90	4.54%	£73,177.95
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£257.90	3.70%	£72,589.46
Jan '21	Lord Spencer of Alresford	Aj Bell / LSE:AJB.L	£432.50	£447.60	3.49%	£72,443.93
Dec '23	Lord Lupton	Intuitive Investments Group / LSE:IIG.L	£137.50	£141.50	2.91%	£72,036.36
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£488.00	2.85%	£71,991.57
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	£338.00	2.11%	£71,480.36
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£110.02	1.55%	£71,085.47
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
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£57.00	-0.87%	£69,391.30
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,929.00	-1.61%	£68,871.35
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£38.18	-1.67%	£68,828.22
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£746.00	-1.84%	£68,710.53
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£426.00	-4.59%	£66,786.11
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£257.90	-5.08%	£66,444.60
May '24	Lord Nash	Legal & General Group / LSE:LGEN.L	£248.90	£235.80	-5.26%	£66,315.79**
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£115.55	-5.36%	£66,250.31
Sep '21	Lord Altrincham	Legal & General Group / LSE:LGEN.L	£274.70	£257.90	-6.12%	£65,718.96
Mar '24	Lord Moynihan of Chelsea	Hg Capital Trust / LSE:HGT.L	£450.00	£422.00	-6.22%	£65,644.44**
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£257.90	-13.75%	£60,377.92
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£257.90	-13.75%	£60,377.92
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,195.00	-13.75%	£60,373.28
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	£10.00	-19.61%	£56,270.10
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	£119.80	-21.65%	£54,846.31
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**
Dec '16	Lord Lloyd-Webber	Bluefield Solar Income Fund / LSE:BSIF.L	£106.00	£77.20	-27.17%	£50,981.13
Jun '21	Lord Morse	Greencoat Uk Wind / LSE:UKW.L	£134.20	£95.25	-29.02%	£49,683.31
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	£188.80	-45.58%	£38,097.44
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	£95.60	-64.06%	£25,157.89
May '22	Lord Ponsonby of Shulbrede	Polar Capital Technology Trust / LSE:PCT.L	£1,996.00	£498.50	-75.03%	£17,482.46
Oct '23	Lord Lee of Trafford	Vp / LSE:VSL.L	£68.00	£13.90	-79.56%	£14,308.82
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
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.