Asset Management Industry

Members of Parliament invested in the Asset Management Industry

114 investments
69 companies
Filed Name Company Pur. £ Cur. £ P/L % MPV*
Jan '15 Baroness Noakes Baroness Noakes Corporate logo for Allianz Technology Trust Allianz Technology Trust / LSE:ATT.L £57.00 £532.00 833.33% £653,333.33
Jul '10 Lord Hollick Lord Hollick Corporate logo for KKR KKR / NYQ:KKR £10.20 £83.88 722.35% £575,647.04
Mar '16 Baroness Noakes Baroness Noakes Corporate logo for 3i Group 3i Group / LSE:III.L £461.60 £2,932.00 535.18% £444,627.38
Nov '15 Lord Lupton Lord Lupton Corporate logo for 3i Group 3i Group / LSE:III.L £479.80 £2,932.00 511.09% £427,761.58
Sep '16 Lord Gadhia Lord Gadhia Corporate logo for Blackstone Group Blackstone Group / NYQ:BX £25.46 £102.12 301.10% £280,769.85
Apr '17 Lord Leigh of Hurley Lord Leigh of Hurley Herald Investment Trust / LSE:HRI.L £929.50 £2,470.00 165.73% £186,013.99
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**
Apr '21 Lord Glendonbrook Lord Glendonbrook Corporate logo for 3i Group 3i Group / LSE:III.L £1,204.00 £2,932.00 143.52% £170,465.12
Oct '13 Viscount Eccles Viscount Eccles Rights And Issues Investment Trust / LSE:RIII.L £887.50 £2,145.00 141.69% £169,183.10
Nov '16 Lord Glendonbrook Lord Glendonbrook Corporate logo for Man Group Man Group / LSE:EMG.L £113.40 £252.60 122.75% £155,925.93
Jun '18 Baroness Valentine Baroness Valentine Corporate logo for Bh Macro Bh Macro / LSE:BHMG.L £204.50 £430.00 110.27% £147,188.26
Dec '14 Lord Tugendhat Lord Tugendhat Biotech Growth Trust / LSE:BIOG.L £636.00 £1,235.00 94.18% £135,927.67
Aug '13 Lord Borwick Lord Borwick Hansa Trust / LSE:HAN.L £150.10 £280.00 86.54% £130,579.61
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 £1,223.00 77.50% £124,252.54
May '23 Lord Fink Lord Fink Corporate logo for State Street State Street / NYQ:STT £70.29 £123.21 75.29% £122,701.66
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 £497.00 72.27% £120,589.25
Mar '23 Lord O'Donnell Lord O'Donnell Brookfield / NYQ:BBUC £19.04 £30.97 62.66% £113,860.29
Dec '22 Lord Hintze Lord Hintze Geiger Counter / LSE:GCL.L £45.50 £70.50 54.95% £108,461.54
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**
Jan '13 Lord Sassoon Lord Sassoon Merchants Trust / LSE:MRCH.L £407.40 £602.00 47.77% £103,436.43
Nov '14 Lord Sassoon Lord Sassoon City Of London Investment Trust / LSE:CTY.L £370.90 £545.00 46.94% £102,857.91
Apr '17 Baroness Deech Baroness Deech Corporate logo for Worldwide Healthcare Trust Worldwide Healthcare Trust / LSE:WWH.L £233.40 £339.50 45.46% £101,820.91
Dec '22 Lord Hintze Lord Hintze Marwyn Value Investors / LSE:MVI.L £95.00 £137.00 44.21% £100,947.37
Apr '24 Theresa Villiers Theresa Villiers Scottish Mortgage Investment Trust / LSE:SMT.L £827.40 £1,185.50 43.28% £100,296.11
May '23 Lord Fink Lord Fink Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £202.80 £289.80 42.90% £100,029.58
May '17 Baroness Valentine Baroness Valentine Corporate logo for 3i Infrastructure 3i Infrastructure / LSE:3IN.L £246.75 £345.50 40.02% £98,015.38
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 £2,160.00 39.81% £97,864.08
Dec '23 Lord Etherton Lord Etherton Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £207.30 £289.80 39.80% £97,858.17
Jan '13 Lord Sassoon Lord Sassoon Corporate logo for Argo Investments Argo Investments / ASX:ARG.AX £6.47 £9.03 39.57% £97,697.06
Oct '21 Lord Etherton Lord Etherton Jpmorgan American Investment Trust / LSE:JAM.L £681.00 £941.00 38.18% £96,725.40**
Jul '20 Lord Fairfax of Cameron Lord Fairfax of Cameron Scottish Mortgage Investment Trust / LSE:SMT.L £865.00 £1,185.50 37.05% £95,936.42
Dec '22 Lord O'Donnell Lord O'Donnell Corporate logo for Brookfield Asset Management Brookfield Asset Management / NYQ:BAM £32.00 £43.14 34.81% £94,368.75
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**
Mar '24 Lord Moynihan of Chelsea Lord Moynihan of Chelsea Harbourvest / LSE:HVPE.L £2,315.00 £3,010.00 30.02% £91,015.12**
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**
Nov '22 Lord Roborough Lord Roborough Oakley Capital Investments / LSE:OCI.L £388.00 £492.00 26.80% £88,762.89
Mar '17 Lord Lloyd-Webber Lord Lloyd-Webber Shire / LSE:SHRS.L £239.50 £302.00 26.10% £88,267.22
Sep '14 Lord Glendonbrook Lord Glendonbrook Shire / LSE:SHRS.L £241.41 £302.00 25.10% £87,568.86
Jul '16 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £197.30 £241.40 22.35% £85,646.22
Jan '14 Lord Sassoon Lord Sassoon Murray Income Trust / LSE:MUT.L £747.00 £910.00 21.82% £85,274.43
Jan '13 Lord Sassoon Lord Sassoon Dunedin Income Growth Investment Trust / LSE:DIG.L £243.00 £294.00 20.99% £84,691.36
Apr '24 Theresa Villiers Theresa Villiers Corporate logo for Rit Capital Partners Rit Capital Partners / LSE:RCP.L £1,786.00 £2,160.00 20.94% £84,658.45
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**
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**
Jun '21 Lord Morse Lord Morse Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £248.60 £289.80 16.57% £81,600.96
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 £2,160.00 15.14% £80,597.01
Jan '21 Lord Spencer of Alresford Lord Spencer of Alresford Corporate logo for Frenkel Topping Group Frenkel Topping Group / LSE:FEN.L £42.50 £48.00 12.94% £79,058.82
Jul '20 Lord Levene of Portsoken Lord Levene of Portsoken Corporate logo for Schroders Schroders / LSE:SDR.L £505.75 £570.50 12.80% £78,961.94
Jul '21 Lord Londesborough Lord Londesborough Corporate logo for 3i Infrastructure 3i Infrastructure / LSE:3IN.L £307.00 £345.50 12.54% £78,778.50
Apr '24 Lord Chadlington Lord Chadlington Personal Assets Trust / LSE:PNL.L £482.50 £542.00 12.33% £78,632.12
Jul '25 Lord Leigh of Hurley Lord Leigh of Hurley Scottish Mortgage Investment Trust / LSE:SMT.L £1,063.00 £1,185.50 11.52% £78,066.79
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**
Jun '22 Lord Magan of Castletown Lord Magan of Castletown Corporate logo for St Jamess St Jamess / LSE:STJ.L £1,190.50 £1,306.00 9.70% £76,791.26
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**
Feb '15 The Earl of Kinnoull The Earl of Kinnoull Corporate logo for Schroders Schroders / LSE:SDR.L £522.58 £570.50 9.17% £76,418.92
Apr '17 Lord Pearson of Rannoch Lord Pearson of Rannoch Corporate logo for Schroders Schroders / LSE:SDR.L £524.11 £570.50 8.85% £76,195.84
Nov '23 Lord Mance Lord Mance Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £221.80 £241.40 8.84% £76,185.75
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**
Dec '23 Lord Lupton Lord Lupton Intuitive Investments Group / LSE:IIG.L £137.50 £148.00 7.64% £75,345.45
Jul '14 Baroness Noakes Baroness Noakes Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £224.70 £241.40 7.43% £75,202.49
Mar '22 Lord Agnew of Oulton Lord Agnew of Oulton Intermediate Capital Group / LSE:ICG.L £1,425.50 £1,521.00 6.70% £74,689.58
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**
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 £241.40 3.74% £72,617.10
May '24 The Duke of Wellington The Duke of Wellington Oakley Capital Investments / LSE:OCI.L £474.50 £492.00 3.69% £72,581.66
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 £435.60 0.72% £70,501.74
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
Apr '24 Lord Owen Lord Owen Northern Venture / LSE:NVT.L £57.50 £57.00 -0.87% £69,391.30
May '24 Baroness Sheehan Baroness Sheehan Corporate logo for 3i Group 3i Group / LSE:III.L £2,977.00 £2,932.00 -1.51% £68,941.89
Dec '23 Lord Browne of Madingley Lord Browne of Madingley Corporate logo for Riverstone Riverstone / LSE:RSE.L £760.00 £748.00 -1.58% £68,894.74
Jan '17 Lord Patten Lord Patten Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £246.60 £241.40 -2.11% £68,523.92
May '22 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £246.70 £241.40 -2.15% £68,496.15
May '22 Lord Londesborough Lord Londesborough Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £248.70 £241.40 -2.94% £67,945.31
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 £320.00 -3.32% £67,673.72
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**
Apr '22 Lord Hylton Lord Hylton Corporate logo for Impax Environmental Markets Impax Environmental Markets / LSE:IEM.L £446.50 £419.00 -6.16% £65,688.69
Mar '24 Lord Moynihan of Chelsea Lord Moynihan of Chelsea Corporate logo for Hg Capital Trust Hg Capital Trust / LSE:HGT.L £450.00 £422.00 -6.22% £65,644.44**
Mar '13 Lord Alderdice Lord Alderdice Corporate logo for Artis Artis / NYQ:APAM £38.83 £35.10 -9.61% £63,275.81
Feb '21 Lord Etherton Lord Etherton Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £271.70 £241.40 -11.15% £62,193.59
Sep '21 Lord Altrincham Lord Altrincham Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £274.70 £241.40 -12.12% £61,514.38
Mar '24 Lord Petitgas Lord Petitgas Corporate logo for Hamilton Lane Hamilton Lane / NMS:HLNE £108.34 £94.23 -13.02% £60,883.33
Apr '22 Lord Kestenbaum Lord Kestenbaum Corporate logo for Rit Capital Partners Rit Capital Partners / LSE:RCP.L £2,545.00 £2,160.00 -15.13% £59,410.61
Apr '24 Lord Mendoza Lord Mendoza Corporate logo for Blackstone Group Blackstone Group / NYQ:BX £122.09 £102.12 -16.36% £58,550.25
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 £241.40 -19.26% £56,515.05
Jan '22 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £299.00 £241.40 -19.26% £56,515.05
Oct '17 Lord Sassoon Lord Sassoon Corporate logo for Eaton Eaton / NYQ:EIM £12.44 £9.98 -19.77% £56,157.55
Jul '15 Lord Lloyd-Webber Lord Lloyd-Webber Corporate logo for Hicl Infrastructure Hicl Infrastructure / LSE:HICL.L £152.90 £121.80 -20.34% £55,761.94
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**
Dec '16 Lord Lloyd-Webber Lord Lloyd-Webber Corporate logo for Bluefield Solar Income Fund Bluefield Solar Income Fund / LSE:BSIF.L £106.00 £82.50 -22.17% £54,481.13
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**
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 £185.80 -46.44% £37,492.07
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 £95.00 -64.29% £25,000.00
May '22 Lord Ponsonby of Shulbrede Lord Ponsonby of Shulbrede Polar Capital Technology Trust / LSE:PCT.L £1,996.00 £497.00 -75.10% £17,429.86
Oct '23 Lord Lee of Trafford Lord Lee of Trafford Corporate logo for Vp Vp / LSE:VSL.L £68.00 £12.35 -81.84% £12,713.24
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
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.