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	£143.53	1,307.16%	£985,009.80
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£3,558.00	670.80%	£539,558.05
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£3,558.00	641.56%	£519,091.30
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£413.50	625.44%	£507,807.02
Sep '16	Lord Gadhia	Blackstone Group / NYQ:BX	£25.46	£168.91	563.43%	£464,403.01
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£3,558.00	195.51%	£206,860.47
Oct '13	Viscount Eccles	Rights And Issues Investment Trust / LSE:RIII.L	£887.50	£2,340.00	163.66%	£184,563.38
Oct '16	Lord Hamilton of Epsom	Herald Investment Trust / LSE:HRI.L	£850.00	£2,220.00	161.18%	£182,823.53**
Apr '17	Lord Leigh of Hurley	Herald Investment Trust / LSE:HRI.L	£929.50	£2,380.00	156.05%	£179,236.15
Jun '18	Baroness Valentine	Bh Macro / LSE:BHMG.L	£204.50	£405.50	98.29%	£138,801.96
Nov '16	Lord Glendonbrook	Man Group / LSE:EMG.L	£113.40	£209.00	84.30%	£129,012.34
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	£54.22	69.44%	£118,606.25
Oct '21	Lord Etherton	Jpmorgan American Investment Trust / LSE:JAM.L	£681.00	£1,122.00	64.76%	£115,330.40
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,104.00	60.23%	£112,162.55
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£237.00	57.89%	£110,526.31
Sep '20	Lord Leigh of Hurley	Caledonia Investments / LSE:CLDN.L	£2,405.00	£3,505.00	45.74%	£102,016.63
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£2,076.00	45.63%	£101,943.18
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£151.40	39.75%	£97,821.67
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£168.91	38.35%	£96,844.14
May '23	Lord Chadlington	Polar Capital Global Financials Trust / LSE:PCFT.L	£136.80	£188.60	37.87%	£96,505.85
Jan '13	Lord Sassoon	Argo Investments / ASX:ARG.AX	£6.47	£8.86	36.94%	£95,857.80
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£95.42	35.75%	£95,026.32
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£863.00	35.69%	£94,984.28
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£316.50	35.60%	£94,922.88
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£544.00	33.53%	£93,470.79
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£320.00	29.69%	£90,781.25
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£500.00	28.87%	£90,206.19
Feb '22	Lord Gadhia	Petershill Partners / LSE:PHLL.L	£199.60	£251.50	26.00%	£88,201.40
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£1,944.00	25.83%	£88,077.67
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£23.51	23.48%	£86,433.82
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£3,558.00	19.52%	£83,661.40
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**
Mar '24	Lord Moynihan of Chelsea	Hg Capital Trust / LSE:HGT.L	£450.00	£522.00	16.00%	£81,200.00
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£424.00	14.32%	£80,021.57
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£939.80	13.58%	£79,509.30
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£223.60	13.33%	£79,330.97
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£43.16	11.15%	£77,805.82
Mar '22	Baroness Valentine	Harmony Energy Income Trust / LSE:HEIT.L	£100.50	£111.50	10.95%	£77,661.69**
Oct '16	Lord Hamilton of Epsom	Legal & General Group / LSE:LGEN.L	£208.10	£227.50	9.32%	£76,525.71**
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£265.00	9.05%	£76,337.45
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£1,944.00	8.85%	£76,192.61
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£220.50	8.73%	£76,109.47**
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£939.80	8.65%	£76,053.18
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£807.00	8.03%	£75,622.49
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£2,495.00	7.78%	£75,442.76
Aug '22	Lord Lee of Trafford	Rathbones Group / LSE:RAT.L	£1,858.00	£1,980.00	6.57%	£74,596.34**
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£500.00	5.37%	£73,761.85
Jan '21	Lord Spencer of Alresford	Aj Bell / LSE:AJB.L	£432.50	£454.00	4.97%	£73,479.77
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£320.00	4.23%	£72,964.17
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£788.00	3.68%	£72,578.95
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£1,944.00	3.62%	£72,537.31
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£47.00	3.30%	£72,307.69
Apr '24	Lord Chadlington	Personal Assets Trust / LSE:PNL.L	£482.50	£494.50	2.49%	£71,740.93
Feb '23	Lord Hamilton of Epsom	Polar Capital Global Financials Trust / LSE:PCFT.L	£161.00	£165.00	2.48%	£71,739.13**
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£43.00	1.18%	£70,823.53
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£223.60	0.81%	£70,568.08
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 Ponsonby of Shulbrede	Baillie Gifford Japan Trust / LSE:BGFD.L	£710.00	£710.00	0.00%	£70,000.00
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£223.60	-0.49%	£69,657.32
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£237.00	-1.04%	£69,269.31
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£237.00	-1.83%	£68,721.26
Mar '24	Lord Moynihan of Chelsea	Apax Global Alpha / LSE:APAX.L	£144.40	£139.60	-3.32%	£67,673.14
Oct '19	Lord Lee of Trafford	Legal & General Group / LSE:LGEN.L	£232.70	£223.60	-3.91%	£67,262.57
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£193.75	-4.46%	£66,876.23
Apr '17	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£316.20	£298.50	-5.60%	£66,081.59
Apr '22	Lord Waldegrave of North Hill	Biotech Growth Trust / LSE:BIOG.L	£923.00	£863.00	-6.50%	£65,449.62
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£193.75	-6.54%	£65,424.50
Jun '21	Lord Morse	Greencoat Uk Wind / LSE:UKW.L	£134.20	£124.00	-7.60%	£64,679.58
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£87.00	-8.42%	£64,105.26
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£223.60	-9.33%	£63,471.21
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£223.60	-9.36%	£63,445.48
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£223.60	-10.09%	£62,935.27
May '24	Lord Nash	Legal & General Group / LSE:LGEN.L	£248.90	£223.60	-10.16%	£62,884.70
Dec '16	Lord Lloyd-Webber	Bluefield Solar Income Fund / LSE:BSIF.L	£106.00	£91.50	-13.68%	£60,424.53
Dec '23	Lord Lupton	Intuitive Investments Group / LSE:IIG.L	£137.50	£118.50	-13.82%	£60,327.27
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£373.00	-16.46%	£58,477.04
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£10.38	-16.56%	£58,408.36
Jan '21	Lord Taverne	Legal & General Group / LSE:LGEN.L	£275.30	£227.50	-17.36%	£57,845.99**
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£223.60	-17.70%	£57,607.65
Sep '21	Lord Altrincham	Legal & General Group / LSE:LGEN.L	£274.70	£223.60	-18.60%	£56,978.52
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**
Jun '21	Lord Morse	M&G Plc / LSE:MNG.L	£248.60	£193.75	-22.06%	£54,555.51
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£1,944.00	-23.61%	£53,469.55
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£223.60	-25.22%	£52,347.83
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£223.60	-25.22%	£52,347.83
May '23	Lord Chadlington	Hicl Infrastructure / LSE:HICL.L	£152.80	£114.00	-25.39%	£52,225.13
Jul '15	Lord Lloyd-Webber	Hicl Infrastructure / LSE:HICL.L	£152.90	£114.00	-25.44%	£52,190.98
Feb '13	Viscount Ridley	Northern 2 Vct / LSE:NTV.L	£71.50	£53.00	-25.87%	£51,888.11
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£879.50	-26.12%	£51,713.57
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**
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£311.60	-38.39%	£43,128.03
Feb '15	The Earl of Kinnoull	Schroders / LSE:SDR.L	£522.58	£311.60	-40.37%	£41,739.06
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£311.60	-40.55%	£41,617.22
May '23	Lord Stevens of Ludgate	Assetco / LSE:ASTO.L	£54.00	£29.20	-45.93%	£37,851.85
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	£30.40	-55.29%	£31,294.12
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£99.60	-62.56%	£26,210.53
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£83.10	-76.04%	£16,768.52
May '21	Lord Spencer of Alresford	Assetco / LSE:ASTO.L	£142.50	£29.20	-79.51%	£14,343.86
May '22	Lord Ponsonby of Shulbrede	Polar Capital Technology Trust / LSE:PCT.L	£1,996.00	£343.00	-82.82%	£12,029.06
Oct '21	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£2,390.00	£343.00	-85.65%	£10,046.03
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
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£0.56	-99.03%	£675.65

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

** Interest ceased/exited on filed date.