Asset Management Industry

Members of Parliament invested in the Asset Management Industry

111 investments

69 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£106.81	947.16%	£733,009.79
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£4,164.00	802.08%	£631,455.80
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£4,164.00	767.86%	£607,503.14
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£339.50	495.61%	£416,929.82
Sep '16	Lord Gadhia	Blackstone Group / NYQ:BX	£25.46	£127.00	398.82%	£349,175.19
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£4,164.00	245.85%	£242,093.02
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	£1,877.50	111.55%	£148,084.51
Apr '17	Lord Leigh of Hurley	Herald Investment Trust / LSE:HRI.L	£929.50	£1,930.00	107.64%	£145,346.96
Jun '18	Baroness Valentine	Bh Macro / LSE:BHMG.L	£204.50	£390.00	90.71%	£133,496.33
Jul '17	Lord Smith of Kelvin	Alliance Trust / LSE:ATST.L	£706.00	£1,278.00	81.02%	£126,713.88
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£50.59	58.09%	£110,665.63
Sep '20	Lord Leigh of Hurley	Caledonia Investments / LSE:CLDN.L	£2,405.00	£3,700.00	53.85%	£107,692.31
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,026.00	48.91%	£104,238.03
Nov '16	Lord Glendonbrook	Man Group / LSE:EMG.L	£113.40	£164.00	44.62%	£101,234.57
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£213.00	41.91%	£99,333.77
May '23	Lord Chadlington	Polar Capital Global Financials Trust / LSE:PCFT.L	£136.80	£193.20	41.23%	£98,859.65
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£4,164.00	39.87%	£97,910.65
Oct '21	Lord Etherton	Jpmorgan American Investment Trust / LSE:JAM.L	£681.00	£941.00	38.18%	£96,725.40**
Jan '13	Lord Sassoon	Argo Investments / ASX:ARG.AX	£6.47	£8.65	33.69%	£93,585.78
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£144.10	33.01%	£93,105.05
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£537.00	31.81%	£92,268.04
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£326.00	32.12%	£92,483.40
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£24.45	28.41%	£89,889.70
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,805.00	26.62%	£88,635.57
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£251.10	27.27%	£89,087.68
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£466.00	25.64%	£87,948.24
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£85.52	21.67%	£85,167.16
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£281.50	20.61%	£84,425.88
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£288.00	18.52%	£82,962.96
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**
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£1,826.00	18.19%	£82,731.39
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£451.00	16.24%	£81,365.98
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£726.00	14.15%	£79,905.66
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£251.10	13.21%	£79,247.07
Mar '24	Lord Moynihan of Chelsea	Hg Capital Trust / LSE:HGT.L	£450.00	£502.00	11.56%	£78,088.89
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£106.00	11.58%	£78,105.26
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£251.10	11.75%	£78,224.30
Mar '22	Baroness Valentine	Harmony Energy Income Trust / LSE:HEIT.L	£100.50	£111.50	10.95%	£77,661.69**
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£825.00	10.44%	£77,309.24
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£220.50	8.73%	£76,109.47**
Oct '16	Lord Hamilton of Epsom	Legal & General Group / LSE:LGEN.L	£208.10	£227.50	9.32%	£76,525.71**
Oct '19	Lord Lee of Trafford	Legal & General Group / LSE:LGEN.L	£232.70	£251.10	7.91%	£75,535.03
Aug '22	Lord Lee of Trafford	Rathbones Group / LSE:RAT.L	£1,858.00	£1,980.00	6.57%	£74,596.34**
Apr '24	Lord Chadlington	Personal Assets Trust / LSE:PNL.L	£482.50	£512.00	6.11%	£74,279.79
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£326.00	6.19%	£74,332.25
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£879.00	6.24%	£74,365.48
Feb '22	Lord Gadhia	Petershill Partners / LSE:PHLL.L	£199.60	£209.00	4.71%	£73,296.59
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£248.00	3.55%	£72,484.34
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£127.00	4.02%	£72,815.14
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£248.00	2.73%	£71,910.86
Apr '24	Lord Ponsonby of Shulbrede	Baillie Gifford Japan Trust / LSE:BGFD.L	£710.00	£733.00	3.24%	£72,267.61
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£2,350.00	1.51%	£71,058.32
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£879.00	1.62%	£71,132.95
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£251.10	1.78%	£71,248.48
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£251.10	1.82%	£71,277.37
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£1,826.00	2.24%	£71,567.75
Feb '23	Lord Hamilton of Epsom	Polar Capital Global Financials Trust / LSE:PCFT.L	£161.00	£165.00	2.48%	£71,739.13**
May '24	Lord Nash	Legal & General Group / LSE:LGEN.L	£248.90	£251.10	0.88%	£70,618.73
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£251.10	0.97%	£70,675.52
Jan '21	Lord Spencer of Alresford	Icp	£0.00	£0.00	0.00%	£70,000.00
Apr '10	Lord Marland	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 '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£201.30	-0.74%	£69,482.25
Apr '17	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£316.20	£308.50	-2.44%	£68,295.38
Jan '21	Lord Spencer of Alresford	Aj Bell / LSE:AJB.L	£432.50	£422.80	-2.24%	£68,430.06
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£201.30	-2.89%	£67,973.95
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£1,826.00	-2.67%	£68,134.33
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£451.00	-4.95%	£66,533.19
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£715.00	-5.92%	£65,855.26
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£36.10	-7.03%	£65,078.54
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£251.10	-7.58%	£64,692.67
Dec '16	Lord Lloyd-Webber	Bluefield Solar Income Fund / LSE:BSIF.L	£106.00	£96.30	-9.15%	£63,594.34
Sep '21	Lord Altrincham	Legal & General Group / LSE:LGEN.L	£274.70	£251.10	-8.59%	£63,986.17
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£251.10	-16.02%	£58,785.95
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£251.10	-16.02%	£58,785.95
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	£111.00	-17.29%	£57,898.66
Mar '24	Lord Moynihan of Chelsea	Apax Global Alpha / LSE:APAX.L	£144.40	£116.80	-19.11%	£56,620.50
Jun '21	Lord Morse	M&G Plc / LSE:MNG.L	£248.60	£201.30	-19.03%	£56,681.42
Oct '16	Lord Hamilton of Epsom	Schroders / LSE:SDR.L	£476.85	£374.60	-21.44%	£54,990.04**
Jan '20	Lord Glendonbrook	M&G Plc / LSE:MNG.L	£242.60	£190.65	-21.41%	£55,010.30**
Apr '22	Lord Waldegrave of North Hill	Biotech Growth Trust / LSE:BIOG.L	£923.00	£726.00	-21.34%	£55,059.59
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£911.00	-23.48%	£53,565.73
Jul '15	Lord Lloyd-Webber	Hicl Infrastructure / LSE:HICL.L	£152.90	£116.00	-24.13%	£53,106.61
May '23	Lord Chadlington	Hicl Infrastructure / LSE:HICL.L	£152.80	£116.00	-24.08%	£53,141.36
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£340.00	-23.85%	£53,303.47
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.48	-23.79%	£53,344.05
Dec '23	Lord Lupton	Intuitive Investments Group / LSE:IIG.L	£137.50	£105.00	-23.64%	£53,454.55
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£32.50	-23.53%	£53,529.41
Feb '13	Viscount Ridley	Northern 2 Vct / LSE:NTV.L	£71.50	£53.50	-25.17%	£52,377.62
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£1,826.00	-28.25%	£50,223.97
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**
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£30.85	-32.20%	£47,461.54
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**
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£319.80	-36.77%	£44,262.97
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£319.80	-38.98%	£42,712.41
Feb '15	The Earl of Kinnoull	Schroders / LSE:SDR.L	£522.58	£319.80	-38.80%	£42,837.46
Oct '21	Lord Etherton	Edinburgh Worldwide Investment Trust / LSE:EWI.L	£293.00	£152.80	-47.85%	£36,505.12**
Oct '23	Lord Lee of Trafford	Vp / LSE:VSL.L	£68.00	£26.80	-60.59%	£27,588.23
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£88.50	-66.73%	£23,289.47
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£70.20	-79.76%	£14,165.47
May '22	Lord Ponsonby of Shulbrede	Polar Capital Technology Trust / LSE:PCT.L	£1,996.00	£279.00	-86.02%	£9,784.57
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	£6.05	-88.80%	£7,842.59
May '21	Lord Spencer of Alresford	Assetco / LSE:ASTO.L	£142.50	£6.05	-95.75%	£2,971.93
Apr '17	Lord Marlesford	Witan Investment Trust / LSE:WTAN.L	£192.10	£2.66	-98.62%	£969.29
Apr '17	Lord Mendelsohn	Witan Investment Trust / LSE:WTAN.L	£191.30	£2.66	-98.61%	£973.34

Showing 1 to 111 of 111 entries

* Minimum Potential Value based on £70,000.00 invested at time of declaration.

** Interest ceased/exited on filed date.