Asset Management Industry

Members of Parliament invested in the Asset Management Industry

116 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 £654.00 1,047.37% £803,157.89
Jul '10 Lord Hollick Lord Hollick Corporate logo for KKR KKR / NYQ:KKR £10.20 £102.66 906.47% £704,529.44
Mar '16 Baroness Noakes Baroness Noakes Corporate logo for 3i Group 3i Group / LSE:III.L £461.60 £2,913.00 531.07% £441,746.09
Nov '15 Lord Lupton Lord Lupton Corporate logo for 3i Group 3i Group / LSE:III.L £479.80 £2,913.00 507.13% £424,989.59
Sep '16 Lord Gadhia Lord Gadhia Corporate logo for Blackstone Group Blackstone Group / NYQ:BX £25.46 £133.90 425.92% £368,146.11
Apr '17 Lord Leigh of Hurley Lord Leigh of Hurley Herald Investment Trust / LSE:HRI.L £929.50 £2,965.00 218.99% £223,292.09
Nov '16 Lord Glendonbrook Lord Glendonbrook Corporate logo for Man Group Man Group / LSE:EMG.L £113.40 £306.40 170.19% £189,135.80
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**
May '23 Lord Fink Lord Fink Corporate logo for State Street State Street / NYQ:STT £70.29 £182.57 159.74% £181,816.76
Dec '14 Lord Tugendhat Lord Tugendhat Biotech Growth Trust / LSE:BIOG.L £636.00 £1,642.00 158.18% £180,723.27
Apr '21 Lord Glendonbrook Lord Glendonbrook Corporate logo for 3i Group 3i Group / LSE:III.L £1,204.00 £2,913.00 141.94% £169,360.47
Oct '13 Viscount Eccles Viscount Eccles Rights And Issues Investment Trust / LSE:RIII.L £887.50 £2,090.00 135.49% £164,845.07**
Aug '13 Lord Borwick Lord Borwick Hansa Trust / LSE:HAN.L £150.10 £330.00 119.85% £153,897.40
Apr '25 Lord Etherton Lord Etherton Polar Capital Technology Trust / LSE:PCT.L £288.50 £610.50 111.61% £148,128.25
Jun '18 Baroness Valentine Baroness Valentine Corporate logo for Bh Macro Bh Macro / LSE:BHMG.L £204.50 £415.00 102.93% £142,053.79
Dec '23 Lord Lupton Lord Lupton Intuitive Investments Group / LSE:IIG.L £137.50 £264.00 92.00% £134,400.00
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 '22 Lord Gadhia Lord Gadhia Petershill Partners / LSE:PHLL.L £199.60 £347.57 74.13% £121,893.29
May '23 Lord Fink Lord Fink Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £202.80 £352.90 74.01% £121,809.66
Dec '23 Lord Etherton Lord Etherton Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £207.30 £352.90 70.24% £119,165.46
Apr '17 Baroness Deech Baroness Deech Corporate logo for Worldwide Healthcare Trust Worldwide Healthcare Trust / LSE:WWH.L £233.40 £389.50 66.88% £116,816.63
Mar '23 Lord O'Donnell Lord O'Donnell Brookfield / NYQ:BBUC £19.04 £31.70 66.49% £116,544.11
Jan '13 Lord Sassoon Lord Sassoon Merchants Trust / LSE:MRCH.L £407.40 £663.00 62.74% £113,917.53
Apr '24 Theresa Villiers Theresa Villiers Scottish Mortgage Investment Trust / LSE:SMT.L £827.40 £1,325.50 60.20% £112,140.44
Nov '14 Lord Sassoon Lord Sassoon City Of London Investment Trust / LSE:CTY.L £370.90 £591.00 59.34% £111,539.50
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 £2,460.00 59.22% £111,456.31
May '17 Baroness Valentine Baroness Valentine Corporate logo for 3i Infrastructure 3i Infrastructure / LSE:3IN.L £246.75 £385.50 56.23% £109,363.03
Jul '20 Lord Fairfax of Cameron Lord Fairfax of Cameron Scottish Mortgage Investment Trust / LSE:SMT.L £865.00 £1,325.50 53.24% £107,265.90
Jul '16 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £197.30 £297.50 50.79% £105,549.92
Dec '22 Lord O'Donnell Lord O'Donnell Corporate logo for Brookfield Asset Management Brookfield Asset Management / NYQ:BAM £32.00 £48.05 50.16% £105,109.37
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**
Dec '22 Lord Hintze Lord Hintze Marwyn Value Investors / LSE:MVI.L £95.00 £139.00 46.32% £102,421.05
Jun '21 Lord Morse Lord Morse Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £248.60 £352.90 41.95% £99,368.46
Jan '13 Lord Sassoon Lord Sassoon Corporate logo for Argo Investments Argo Investments / ASX:ARG.AX £6.47 £9.01 39.26% £97,480.68
Oct '21 Lord Etherton Lord Etherton Jpmorgan American Investment Trust / LSE:JAM.L £681.00 £941.00 38.18% £96,725.40**
Apr '24 Theresa Villiers Theresa Villiers Corporate logo for Rit Capital Partners Rit Capital Partners / LSE:RCP.L £1,786.00 £2,460.00 37.74% £96,416.57
Jan '21 Lord Spencer of Alresford Lord Spencer of Alresford Aj Bell / LSE:AJB.L £432.50 £593.50 37.23% £96,057.80
Jan '14 Lord Sassoon Lord Sassoon Murray Income Trust / LSE:MUT.L £747.00 £1,020.00 36.55% £95,582.33
Mar '22 Lord Agnew of Oulton Lord Agnew of Oulton Intermediate Capital Group / LSE:ICG.L £1,425.50 £1,930.00 35.39% £94,773.76
Nov '23 Lord Mance Lord Mance Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £221.80 £297.50 34.13% £93,890.89
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 '14 Baroness Noakes Baroness Noakes Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £224.70 £297.50 32.40% £92,679.13
Nov '22 Lord Roborough Lord Roborough Oakley Capital Investments / LSE:OCI.L £388.00 £510.00 31.44% £92,010.31
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 £2,460.00 31.13% £91,791.04
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**
Jun '26 Lord Camoys Lord Camoys Corporate logo for 3i Group 3i Group / LSE:III.L £2,259.00 £2,913.00 28.95% £90,265.60
Jan '13 Lord Sassoon Lord Sassoon Dunedin Income Growth Investment Trust / LSE:DIG.L £243.00 £312.00 28.40% £89,876.54
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**
Oct '19 Lord Lee of Trafford Lord Lee of Trafford Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £232.70 £297.50 27.85% £89,492.91
Jul '21 Lord Londesborough Lord Londesborough Corporate logo for 3i Infrastructure 3i Infrastructure / LSE:3IN.L £307.00 £385.50 25.57% £87,899.02
Jul '25 Lord Leigh of Hurley Lord Leigh of Hurley Scottish Mortgage Investment Trust / LSE:SMT.L £1,063.00 £1,325.50 24.69% £87,285.98
Dec '22 Lord Hintze Lord Hintze Geiger Counter / LSE:GCL.L £45.50 £56.60 24.40% £87,076.92
Jan '17 Lord Patten Lord Patten Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £246.60 £297.50 20.64% £84,448.50
May '22 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £246.70 £297.50 20.59% £84,414.27
May '22 Lord Londesborough Lord Londesborough Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £248.70 £297.50 19.62% £83,735.43
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**
Jan '21 Lord Spencer of Alresford Lord Spencer of Alresford Corporate logo for Frenkel Topping Group Frenkel Topping Group / LSE:FEN.L £42.50 £50.00 17.65% £82,352.94
Jul '20 Lord Levene of Portsoken Lord Levene of Portsoken Corporate logo for Schroders Schroders / LSE:SDR.L £505.75 £588.50 16.36% £81,453.29
Feb '15 The Earl of Kinnoull The Earl of Kinnoull Corporate logo for Schroders Schroders / LSE:SDR.L £522.58 £588.50 12.61% £78,830.03
Apr '24 Lord Chadlington Lord Chadlington Personal Assets Trust / LSE:PNL.L £482.50 £542.00 12.33% £78,632.12
Apr '17 Lord Pearson of Rannoch Lord Pearson of Rannoch Corporate logo for Schroders Schroders / LSE:SDR.L £524.11 £588.50 12.29% £78,599.91
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**
Apr '24 Lord Mendoza Lord Mendoza Corporate logo for Blackstone Group Blackstone Group / NYQ:BX £122.09 £133.90 9.67% £76,771.23
Feb '21 Lord Etherton Lord Etherton Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £271.70 £297.50 9.50% £76,647.03
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**
Sep '21 Lord Altrincham Lord Altrincham Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £274.70 £297.50 8.30% £75,809.97
May '24 The Duke of Wellington The Duke of Wellington Oakley Capital Investments / LSE:OCI.L £474.50 £510.00 7.48% £75,237.09
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 '13 Lord Alderdice Lord Alderdice Corporate logo for Artis Artis / NYQ:APAM £38.83 £40.88 5.28% £73,695.59
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**
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
Jan '22 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £299.00 £297.50 -0.50% £69,648.83
Jan '22 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £299.00 £297.50 -0.50% £69,648.83
May '24 Baroness Sheehan Baroness Sheehan Corporate logo for 3i Group 3i Group / LSE:III.L £2,977.00 £2,913.00 -2.15% £68,495.13
Apr '26 Lord Grabiner Lord Grabiner Corporate logo for Eaton Eaton / NYQ:EIM £9.89 £9.60 -2.93% £67,947.42
Apr '22 Lord Kestenbaum Lord Kestenbaum Corporate logo for Rit Capital Partners Rit Capital Partners / LSE:RCP.L £2,545.00 £2,460.00 -3.34% £67,662.08
Apr '22 Lord Hylton Lord Hylton Corporate logo for Impax Environmental Markets Impax Environmental Markets / LSE:IEM.L £446.50 £431.50 -3.36% £67,648.38
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 £318.50 -3.78% £67,356.50
Apr '24 Lord Owen Lord Owen Northern Venture / LSE:NVT.L £57.50 £55.00 -4.35% £66,956.52
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**
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**
Jun '22 Lord Magan of Castletown Lord Magan of Castletown Corporate logo for St Jamess St Jamess / LSE:STJ.L £1,190.50 £1,085.00 -8.86% £63,796.72
Jul '15 Lord Lloyd-Webber Lord Lloyd-Webber Corporate logo for Hicl Infrastructure Hicl Infrastructure / LSE:HICL.L £152.90 £135.20 -11.58% £61,896.67
Dec '16 Lord Lloyd-Webber Lord Lloyd-Webber Corporate logo for Bluefield Solar Income Fund Bluefield Solar Income Fund / LSE:BSIF.L £106.00 £92.00 -13.21% £60,754.72
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**
Mar '24 Lord Petitgas Lord Petitgas Corporate logo for Hamilton Lane Hamilton Lane / NMS:HLNE £108.34 £89.52 -17.37% £57,840.13
Jun '21 Lord Morse Lord Morse Corporate logo for Greencoat Uk Wind Greencoat Uk Wind / LSE:UKW.L £134.20 £107.50 -19.90% £56,073.03
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 '23 Lord Browne of Madingley Lord Browne of Madingley Corporate logo for Riverstone Riverstone / LSE:RSE.L £760.00 £591.00 -22.24% £54,434.21
Oct '17 Lord Sassoon Lord Sassoon Corporate logo for Eaton Eaton / NYQ:EIM £12.44 £9.60 -22.83% £54,019.29
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**
Feb '13 Viscount Ridley Viscount Ridley Northern 2 Vct / LSE:NTV.L £71.50 £52.00 -27.27% £50,909.09
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**
Feb '19 Lord Mendelsohn Lord Mendelsohn F&C Investment Trust / LSE:FCIT.L £689.00 £333.40 -51.61% £33,872.28
Oct '14 Baroness Chisholm of Owlpen Baroness Chisholm of Owlpen Jupiter Fund Management / LSE:JUP.L £346.90 £159.80 -53.93% £32,245.61
Jan '19 Lord Thurlow Lord Thurlow Corporate logo for Syncona Syncona / LSE:SYNC.L £266.00 £105.40 -60.38% £27,736.84
May '22 Lord Ponsonby of Shulbrede Lord Ponsonby of Shulbrede Polar Capital Technology Trust / LSE:PCT.L £1,996.00 £610.50 -69.41% £21,410.32
Oct '23 Lord Lee of Trafford Lord Lee of Trafford Corporate logo for Vp Vp / LSE:VSL.L £68.00 £10.95 -83.90% £11,272.06
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
Mar '17 Lord Lloyd-Webber Lord Lloyd-Webber Shire / LSE:SHRS.L £239.50 £3.02 -98.74% £882.67
Sep '14 Lord Glendonbrook Lord Glendonbrook Shire / LSE:SHRS.L £241.41 £3.02 -98.75% £875.69
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.