Asset Management Industry

Members of Parliament invested in the Asset Management Industry

114 investments

69 companies

Investors

Filed	Name	Company	Pur. £	Cur. £	P/L %	MPV*
Jul '10	Lord Hollick	KKR / NYQ:KKR	£10.20	£116.77	1,044.80%	£801,362.72
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£553.00	870.18%	£679,122.81
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£3,135.00	579.16%	£475,411.61
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£3,135.00	553.40%	£457,378.09
Sep '16	Lord Gadhia	Blackstone Group / NYQ:BX	£25.46	£146.79	476.55%	£403,586.01
Apr '17	Lord Leigh of Hurley	Herald Investment Trust / LSE:HRI.L	£929.50	£2,580.00	177.57%	£194,298.01
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£3,147.00	161.38%	£182,965.12
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	£2,030.00	128.73%	£160,112.68
Nov '16	Lord Glendonbrook	Man Group / LSE:EMG.L	£113.40	£256.40	126.10%	£158,271.60
Jun '18	Baroness Valentine	Bh Macro / LSE:BHMG.L	£204.50	£412.50	101.71%	£141,198.04
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,270.00	99.69%	£139,779.87
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£86.50	90.11%	£133,076.92
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£275.00	83.21%	£128,247.83
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£34.86	83.09%	£128,161.76
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£128.02	82.13%	£127,491.82
Jul '17	Lord Smith of Kelvin	Alliance Trust / LSE:ATST.L	£706.00	£1,278.00	81.02%	£126,713.88
Feb '19	Lord Mendelsohn	F&C Investment Trust / LSE:FCIT.L	£689.00	£1,245.00	80.70%	£126,487.66
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£504.00	74.70%	£122,287.69
Feb '22	Lord Gadhia	Petershill Partners / LSE:PHLL.L	£199.60	£347.57	74.13%	£121,893.29
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£51.70	61.56%	£113,093.75
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£365.00	56.38%	£109,468.73
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£626.00	53.66%	£107,560.14
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£309.00	52.37%	£106,656.80
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£144.50	52.11%	£106,473.68
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£375.00	51.98%	£106,384.27
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,235.50	49.32%	£104,526.22
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£309.00	49.06%	£104,341.53
May '23	Lord Chadlington	Polar Capital Global Financials Trust / LSE:PCFT.L	£136.80	£203.00	48.39%	£103,874.27**
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£547.00	47.48%	£103,235.38
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,235.50	42.83%	£99,982.66
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,200.00	42.39%	£99,676.38
Jan '13	Lord Sassoon	Argo Investments / ASX:ARG.AX	£6.47	£9.17	41.73%	£99,211.75
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£546.00	40.72%	£98,505.15
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£3,220.00	39.09%	£97,365.01
Oct '21	Lord Etherton	Jpmorgan American Investment Trust / LSE:JAM.L	£681.00	£941.00	38.18%	£96,725.40**
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£147.36	36.02%	£95,211.38
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£264.80	34.21%	£93,948.30
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£320.00	33.61%	£93,528.18
Mar '24	Lord Moynihan of Chelsea	Apax Global Alpha / LSE:APAX.L	£144.40	£191.50	32.62%	£92,832.41
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£318.00	31.73%	£92,208.27
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£1,862.00	30.62%	£91,434.58
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	£308.00	26.75%	£88,724.28
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,497.50	25.79%	£88,051.24
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£932.00	24.77%	£87,336.01
Jun '21	Lord Morse	M&G Plc / LSE:MNG.L	£248.60	£307.60	23.73%	£86,613.03
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,185.00	22.34%	£85,638.30
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£375.00	22.15%	£85,504.89
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£148.41	21.56%	£85,090.51
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**
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£260.70	17.54%	£82,276.83
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,200.00	17.27%	£82,089.55
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£260.70	16.02%	£81,214.96
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£546.00	15.07%	£80,547.95
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£48.50	14.12%	£79,882.35
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£44.23	13.91%	£79,734.74
Jul '25	Lord Leigh of Hurley	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,210.00	13.83%	£79,680.15
Oct '19	Lord Lee of Trafford	Legal & General Group / LSE:LGEN.L	£232.70	£264.80	13.79%	£79,656.21
Mar '24	Lord Moynihan of Chelsea	Hg Capital Trust / LSE:HGT.L	£450.00	£507.00	12.67%	£78,866.67
Apr '24	Lord Chadlington	Personal Assets Trust / LSE:PNL.L	£482.50	£543.00	12.54%	£78,777.20
Mar '22	Baroness Valentine	Harmony Energy Income Trust / LSE:HEIT.L	£100.50	£111.50	10.95%	£77,661.69**
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**
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£264.80	7.34%	£75,135.79
Aug '22	Lord Lee of Trafford	Rathbones Group / LSE:RAT.L	£1,858.00	£1,980.00	6.57%	£74,596.34**
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£260.70	5.72%	£74,002.43
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£3,135.00	5.31%	£73,715.15
Jan '21	Lord Spencer of Alresford	Aj Bell / LSE:AJB.L	£432.50	£455.20	5.25%	£73,673.99
Apr '17	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£316.20	£331.50	4.84%	£73,387.09**
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£260.70	4.83%	£73,377.57
Feb '23	Lord Hamilton of Epsom	Polar Capital Global Financials Trust / LSE:PCFT.L	£161.00	£165.00	2.48%	£71,739.13**
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
Jul '25	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£331.00	£329.00	-0.60%	£69,577.04
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£56.50	-1.74%	£68,782.61
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£264.80	-2.54%	£68,222.30
Sep '21	Lord Altrincham	Legal & General Group / LSE:LGEN.L	£274.70	£264.80	-3.60%	£67,477.24
May '24	Lord Nash	Legal & General Group / LSE:LGEN.L	£248.90	£235.80	-5.26%	£66,315.79**
Dec '23	Lord Lupton	Intuitive Investments Group / LSE:IIG.L	£137.50	£130.00	-5.45%	£66,181.82
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£715.00	-5.92%	£65,855.26
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£413.50	-7.39%	£64,826.43
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£452.80	-10.47%	£62,671.28
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£264.80	-11.44%	£61,993.31
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£264.80	-11.44%	£61,993.31
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£452.80	-13.61%	£60,475.85
Feb '15	The Earl of Kinnoull	Schroders / LSE:SDR.L	£522.58	£449.20	-14.04%	£60,170.69
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,185.00	-14.15%	£60,098.23
Jan '21	Lord Taverne	Legal & General Group / LSE:LGEN.L	£275.30	£227.50	-17.36%	£57,845.99**
Oct '17	Lord Sassoon	Eaton / NYQ:EIM	£12.44	£9.80	-21.22%	£55,144.70
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**
Jul '15	Lord Lloyd-Webber	Hicl Infrastructure / LSE:HICL.L	£152.90	£117.40	-23.22%	£53,747.55
Feb '13	Viscount Ridley	Northern 2 Vct / LSE:NTV.L	£71.50	£53.50	-25.17%	£52,377.62
May '23	Lord Chadlington	Hicl Infrastructure / LSE:HICL.L	£152.80	£114.00	-25.39%	£52,225.13**
Jun '21	Lord Morse	Greencoat Uk Wind / LSE:UKW.L	£134.20	£97.00	-27.72%	£50,596.13
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 '16	Lord Lloyd-Webber	Bluefield Solar Income Fund / LSE:BSIF.L	£106.00	£68.70	-35.19%	£45,367.92
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 '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£189.20	-45.46%	£38,178.15
Oct '21	Lord Etherton	Edinburgh Worldwide Investment Trust / LSE:EWI.L	£293.00	£152.80	-47.85%	£36,505.12**
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£100.00	-62.41%	£26,315.79
May '22	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	Vp / LSE:VSL.L	£68.00	£13.43	-80.26%	£13,819.85
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
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.