Asset Management Industry

Members of Parliament invested in the Asset Management Industry

117 investments

69 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£702.00	1,131.58%	£862,105.26
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£100.87	888.92%	£692,245.12
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,632.00	470.19%	£399,133.44
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,632.00	448.56%	£383,993.34
Sep '16	Lord Gadhia	Blackstone Group / NYQ:BX	£25.46	£125.41	392.58%	£344,803.64
Apr '17	Lord Leigh of Hurley	Herald Investment Trust / LSE:HRI.L	£929.50	£2,855.00	207.15%	£215,008.07
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£191.30	172.16%	£190,510.74
Nov '16	Lord Glendonbrook	Man Group / LSE:EMG.L	£113.40	£304.80	168.78%	£188,148.14
Oct '16	Lord Hamilton of Epsom	Herald Investment Trust / LSE:HRI.L	£850.00	£2,220.00	161.18%	£182,823.53**
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,628.00	155.97%	£179,182.39
Oct '13	Viscount Eccles	Rights And Issues Investment Trust / LSE:RIII.L	£887.50	£2,090.00	135.49%	£164,845.07**
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£659.00	128.42%	£159,896.01
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,701.00	124.34%	£157,034.88
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£326.00	117.19%	£152,031.97
Jun '18	Baroness Valentine	Bh Macro / LSE:BHMG.L	£204.50	£424.50	107.58%	£145,305.62
Jul '17	Lord Smith of Kelvin	Alliance Trust / LSE:ATST.L	£706.00	£1,278.00	81.02%	£126,713.88
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,471.50	77.85%	£124,492.38
Dec '23	Lord Lupton	Intuitive Investments Group / LSE:IIG.L	£137.50	£242.00	76.00%	£123,200.00
Feb '22	Lord Gadhia	Petershill Partners / LSE:PHLL.L	£199.60	£347.57	74.13%	£121,893.29
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£345.00	70.12%	£119,082.84
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,471.50	70.12%	£119,080.92
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£345.00	66.43%	£116,497.83
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,495.00	61.49%	£113,042.07
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£655.00	60.78%	£112,542.96
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£375.00	60.67%	£112,467.87
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£386.00	56.44%	£109,504.88
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£569.00	53.41%	£107,387.44
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	£47.24	47.63%	£103,337.50
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£140.00	47.37%	£103,157.89
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£287.70	45.82%	£102,072.99
Jan '13	Lord Sassoon	Argo Investments / ASX:ARG.AX	£6.47	£9.43	45.75%	£102,024.73
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,500.00	39.98%	£97,984.32
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£63.50	39.56%	£97,692.31
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,473.50	38.62%	£97,031.98
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£26.38	38.55%	£96,985.29
Oct '21	Lord Etherton	Jpmorgan American Investment Trust / LSE:JAM.L	£681.00	£941.00	38.18%	£96,725.40**
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£524.00	35.05%	£94,536.08
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,925.00	35.04%	£94,528.24
Jan '21	Lord Spencer of Alresford	Aj Bell / LSE:AJB.L	£432.50	£583.50	34.91%	£94,439.31
Jun '21	Lord Morse	M&G Plc / LSE:MNG.L	£248.60	£332.20	33.63%	£93,539.82
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,495.00	33.00%	£93,097.01
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	£3,010.00	30.02%	£91,015.12**
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£966.00	29.32%	£90,522.09
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£286.00	28.94%	£90,261.50
Apr '22	Lord Waldegrave of North Hill	Biotech Growth Trust / LSE:BIOG.L	£923.00	£1,185.00	28.39%	£89,869.99**
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£311.00	27.98%	£89,588.48
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£286.00	27.28%	£89,096.57
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£386.00	25.73%	£88,013.03
Oct '19	Lord Lee of Trafford	Legal & General Group / LSE:LGEN.L	£232.70	£286.00	22.91%	£86,033.52
Jun '26	Lord Camoys	3i Group / LSE:III.L	£2,259.00	£2,701.00	19.57%	£83,696.33
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**
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£50.00	17.65%	£82,352.94
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£286.00	15.98%	£81,184.10
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£286.00	15.93%	£81,151.20
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£585.00	15.67%	£80,968.86
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£286.00	15.00%	£80,498.59
Apr '24	Lord Chadlington	Personal Assets Trust / LSE:PNL.L	£482.50	£541.00	12.12%	£78,487.05
Feb '15	The Earl of Kinnoull	Schroders / LSE:SDR.L	£522.58	£585.00	11.94%	£78,361.21
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£585.00	11.62%	£78,132.46
Mar '22	Baroness Valentine	Harmony Energy Income Trust / LSE:HEIT.L	£100.50	£111.50	10.95%	£77,661.69**
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£524.00	10.43%	£77,302.42
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**
Aug '22	Lord Lee of Trafford	Rathbones Group / LSE:RAT.L	£1,858.00	£1,980.00	6.57%	£74,596.34**
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£287.70	5.89%	£74,122.19
Apr '17	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£316.20	£331.50	4.84%	£73,387.09**
Sep '21	Lord Altrincham	Legal & General Group / LSE:LGEN.L	£274.70	£287.70	4.73%	£73,312.70
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£125.41	2.72%	£71,903.52
Feb '23	Lord Hamilton of Epsom	Polar Capital Global Financials Trust / LSE:PCFT.L	£161.00	£165.00	2.48%	£71,739.13**
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£39.70	2.24%	£71,568.37
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 '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£440.00	-1.46%	£68,980.96
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,495.00	-1.96%	£68,624.75
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£56.00	-2.61%	£68,173.91
Dec '16	Lord Lloyd-Webber	Bluefield Solar Income Fund / LSE:BSIF.L	£106.00	£102.27	-3.52%	£67,536.79
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£287.70	-3.78%	£67,354.52
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£287.70	-3.78%	£67,354.52
May '24	Lord Nash	Legal & General Group / LSE:LGEN.L	£248.90	£235.80	-5.26%	£66,315.79**
Apr '26	Lord Grabiner	Eaton / NYQ:EIM	£9.89	£9.32	-5.76%	£65,965.62
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,121.00	-5.84%	£65,913.48
Mar '24	Lord Moynihan of Chelsea	Hg Capital Trust / LSE:HGT.L	£450.00	£422.00	-6.22%	£65,644.44**
Aug '26	Baroness Valentine	M&G Plc / LSE:MNG.L	£361.70	£332.20	-8.16%	£64,290.85
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£95.79	-11.58%	£61,891.27
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,632.00	-11.59%	£61,887.81
Jul '25	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£331.00	£290.00	-12.39%	£61,329.31
Jul '15	Lord Lloyd-Webber	Hicl Infrastructure / LSE:HICL.L	£152.90	£132.00	-13.67%	£60,431.66
Jan '21	Lord Taverne	Legal & General Group / LSE:LGEN.L	£275.30	£227.50	-17.36%	£57,845.99**
Jun '21	Lord Morse	Greencoat Uk Wind / LSE:UKW.L	£134.20	£109.70	-18.26%	£57,220.57
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**
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£580.00	-23.68%	£53,421.05
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.32	-25.08%	£52,443.73
May '23	Lord Chadlington	Hicl Infrastructure / LSE:HICL.L	£152.80	£114.00	-25.39%	£52,225.13**
Feb '13	Viscount Ridley	Northern 2 Vct / LSE:NTV.L	£71.50	£53.00	-25.87%	£51,888.11
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 '21	Lord Etherton	Edinburgh Worldwide Investment Trust / LSE:EWI.L	£293.00	£152.80	-47.85%	£36,505.12**
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£338.00	-50.94%	£34,339.62
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£158.00	-54.45%	£31,882.39
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£111.20	-58.20%	£29,263.16
May '22	Lord Ponsonby of Shulbrede	Polar Capital Technology Trust / LSE:PCT.L	£1,996.00	£647.50	-67.56%	£22,707.92
Oct '23	Lord Lee of Trafford	Vp / LSE:VSL.L	£68.00	£10.57	-84.45%	£10,886.03
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
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£3.02	-98.74%	£882.67
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£3.02	-98.75%	£875.69
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.