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	£126.48	1,140.00%	£868,000.02
Jan '15	Baroness Noakes	Allianz Technology Trust / LSE:ATT.L	£57.00	£521.00	814.04%	£639,824.56
Mar '16	Baroness Noakes	3i Group / LSE:III.L	£461.60	£2,999.00	549.70%	£454,787.69
Nov '15	Lord Lupton	3i Group / LSE:III.L	£479.80	£2,999.00	525.05%	£437,536.48
Sep '16	Lord Gadhia	Blackstone Group / NYQ:BX	£25.46	£151.52	495.13%	£416,590.76
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
Apr '21	Lord Glendonbrook	3i Group / LSE:III.L	£1,204.00	£2,999.00	149.09%	£174,360.47
Oct '13	Viscount Eccles	Rights And Issues Investment Trust / LSE:RIII.L	£887.50	£2,040.00	129.86%	£160,901.41
Jun '18	Baroness Valentine	Bh Macro / LSE:BHMG.L	£204.50	£396.50	93.89%	£135,721.27
Dec '14	Lord Tugendhat	Biotech Growth Trust / LSE:BIOG.L	£636.00	£1,195.00	87.89%	£131,525.16
Mar '23	Lord O'Donnell	Brookfield / NYQ:BBUC	£19.04	£35.70	87.50%	£131,250.00
Aug '13	Lord Borwick	Hansa Trust / LSE:HAN.L	£150.10	£277.00	84.54%	£129,180.54
Nov '16	Lord Glendonbrook	Man Group / LSE:EMG.L	£113.40	£206.60	82.19%	£127,530.87
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	£1,228.00	78.23%	£124,760.52
May '23	Lord Fink	State Street / NYQ:STT	£70.29	£120.90	72.00%	£120,401.19
Dec '22	Lord O'Donnell	Brookfield Asset Management / NYQ:BAM	£32.00	£53.07	65.84%	£116,090.62
Apr '17	Baroness Deech	Worldwide Healthcare Trust / LSE:WWH.L	£233.40	£383.00	64.10%	£114,867.18
Apr '25	Lord Etherton	Polar Capital Technology Trust / LSE:PCT.L	£288.50	£459.00	59.10%	£111,369.15
Feb '22	Lord Gadhia	Petershill Partners / LSE:PHLL.L	£199.60	£310.50	55.56%	£108,892.78
May '17	Baroness Valentine	3i Infrastructure / LSE:3IN.L	£246.75	£369.50	49.75%	£104,823.97
May '23	Lord Chadlington	Polar Capital Global Financials Trust / LSE:PCFT.L	£136.80	£203.00	48.39%	£103,874.27**
Dec '22	Lord Hintze	Marwyn Value Investors / LSE:MVI.L	£95.00	£137.50	44.74%	£101,315.79
Oct '15	The Duke of Wellington	Rit Capital Partners / LSE:RCP.L	£1,545.00	£2,230.00	44.34%	£101,035.60
Jan '13	Lord Sassoon	Merchants Trust / LSE:MRCH.L	£407.40	£585.00	43.59%	£100,515.47
Nov '22	Lord Roborough	Oakley Capital Investments / LSE:OCI.L	£388.00	£550.00	41.75%	£99,226.80
Nov '14	Lord Sassoon	City Of London Investment Trust / LSE:CTY.L	£370.90	£524.00	41.28%	£98,894.58
Mar '22	Lord Agnew of Oulton	Intermediate Capital Group / LSE:ICG.L	£1,425.50	£2,004.00	40.58%	£98,407.58
Jan '13	Lord Sassoon	Argo Investments / ASX:ARG.AX	£6.47	£9.04	39.72%	£97,805.25
Oct '21	Lord Etherton	Jpmorgan American Investment Trust / LSE:JAM.L	£681.00	£941.00	38.18%	£96,725.40**
May '23	Lord Fink	M&G Plc / LSE:MNG.L	£202.80	£271.80	34.02%	£93,816.56
Mar '24	Lord Moynihan of Chelsea	Harbourvest / LSE:HVPE.L	£2,315.00	£3,085.00	33.26%	£93,282.94
Mar '24	Lord Moynihan of Chelsea	Apax Global Alpha / LSE:APAX.L	£144.40	£191.50	32.62%	£92,832.41
Dec '23	Lord Etherton	M&G Plc / LSE:MNG.L	£207.30	£271.80	31.11%	£91,780.02
Apr '24	Theresa Villiers	Scottish Mortgage Investment Trust / LSE:SMT.L	£827.40	£1,062.50	28.41%	£89,890.01
Apr '22	Lord Waldegrave of North Hill	Biotech Growth Trust / LSE:BIOG.L	£923.00	£1,185.00	28.39%	£89,869.99**
Jul '16	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£197.30	£250.00	26.71%	£88,697.41
Dec '22	Lord Hintze	Geiger Counter / LSE:GCL.L	£45.50	£57.50	26.37%	£88,461.54
Mar '17	Lord Lloyd-Webber	Shire / LSE:SHRS.L	£239.50	£300.00	25.26%	£87,682.67
Apr '24	Theresa Villiers	Rit Capital Partners / LSE:RCP.L	£1,786.00	£2,230.00	24.86%	£87,402.02
Sep '14	Lord Glendonbrook	Shire / LSE:SHRS.L	£241.41	£300.00	24.27%	£86,988.94
Apr '24	Lord Mendoza	Blackstone Group / NYQ:BX	£122.09	£151.52	24.11%	£86,873.62
Jul '20	Lord Fairfax of Cameron	Scottish Mortgage Investment Trust / LSE:SMT.L	£865.00	£1,062.50	22.83%	£85,982.66
Jan '13	Lord Sassoon	Dunedin Income Growth Investment Trust / LSE:DIG.L	£243.00	£298.00	22.63%	£85,843.62
Jan '21	Lord Spencer of Alresford	Aj Bell / LSE:AJB.L	£432.50	£524.50	21.27%	£84,890.17
Jan '14	Lord Sassoon	Murray Income Trust / LSE:MUT.L	£747.00	£900.00	20.48%	£84,337.35
Jul '21	Lord Londesborough	3i Infrastructure / LSE:3IN.L	£307.00	£369.50	20.36%	£84,250.81
Aug '20	Lord Turner of Ecchinswell	M&G Plc / LSE:MNG.L	£166.45	£198.20	19.07%	£83,352.36**
Apr '17	Lord MacGregor of Pulham Market	Rit Capital Partners / LSE:RCP.L	£1,876.00	£2,230.00	18.87%	£83,208.96
Jul '18	Viscount Chandos	Greencoat Uk Wind / LSE:UKW.L	£124.92	£147.30	17.92%	£82,540.83**
May '24	The Duke of Wellington	Oakley Capital Investments / LSE:OCI.L	£474.50	£550.00	15.91%	£81,138.04
Jan '21	Lord Spencer of Alresford	Frenkel Topping Group / LSE:FEN.L	£42.50	£48.50	14.12%	£79,882.35
Jun '22	Lord Magan of Castletown	St Jamess / LSE:STJ.L	£1,190.50	£1,355.50	13.86%	£79,701.81
Mar '24	Lord Petitgas	Hamilton Lane / NMS:HLNE	£108.34	£123.04	13.57%	£79,497.88
Apr '24	Lord Chadlington	Personal Assets Trust / LSE:PNL.L	£482.50	£545.00	12.95%	£79,067.36
Nov '23	Lord Mance	Legal & General Group / LSE:LGEN.L	£221.80	£250.00	12.71%	£78,899.91
Jul '14	Baroness Noakes	Legal & General Group / LSE:LGEN.L	£224.70	£250.00	11.26%	£77,881.62
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**
Mar '13	Lord Alderdice	Artis / NYQ:APAM	£38.83	£42.50	9.45%	£76,616.01
Jun '21	Lord Morse	M&G Plc / LSE:MNG.L	£248.60	£271.80	9.33%	£76,532.58
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**
Mar '24	Lord Moynihan of Chelsea	Hg Capital Trust / LSE:HGT.L	£450.00	£486.00	8.00%	£75,600.00
Oct '19	Lord Lee of Trafford	Legal & General Group / LSE:LGEN.L	£232.70	£250.00	7.43%	£75,204.13
Aug '22	Lord Lee of Trafford	Rathbones Group / LSE:RAT.L	£1,858.00	£1,980.00	6.57%	£74,596.34**
Apr '17	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£316.20	£331.50	4.84%	£73,387.09**
Feb '23	Lord Hamilton of Epsom	Polar Capital Global Financials Trust / LSE:PCFT.L	£161.00	£165.00	2.48%	£71,739.13**
Jan '17	Lord Patten	Legal & General Group / LSE:LGEN.L	£246.60	£250.00	1.38%	£70,965.12
May '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£246.70	£250.00	1.34%	£70,936.36
Apr '24	Lord Owen	Northern Venture / LSE:NVT.L	£57.50	£58.00	0.87%	£70,608.70
May '24	Baroness Sheehan	3i Group / LSE:III.L	£2,977.00	£2,999.00	0.74%	£70,517.30
May '22	Lord Londesborough	Legal & General Group / LSE:LGEN.L	£248.70	£250.00	0.52%	£70,365.90
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	Scottish Mortgage Investment Trust / LSE:SMT.L	£1,063.00	£1,062.50	-0.05%	£69,967.07
Jul '25	Lord Leigh of Hurley	Tr Property Investment Trust / LSE:TRY.L	£331.00	£328.50	-0.76%	£69,471.30
Dec '23	Lord Browne of Madingley	Riverstone / LSE:RSE.L	£760.00	£730.00	-3.95%	£67,236.84
May '24	Lord Nash	Legal & General Group / LSE:LGEN.L	£248.90	£235.80	-5.26%	£66,315.79**
Feb '21	Lord Etherton	Legal & General Group / LSE:LGEN.L	£271.70	£250.00	-7.99%	£64,409.27
Sep '21	Lord Altrincham	Legal & General Group / LSE:LGEN.L	£274.70	£250.00	-8.99%	£63,705.86
Apr '22	Lord Hylton	Impax Environmental Markets / LSE:IEM.L	£446.50	£400.00	-10.41%	£62,709.97
Apr '22	Lord Kestenbaum	Rit Capital Partners / LSE:RCP.L	£2,545.00	£2,230.00	-12.38%	£61,335.95
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£250.00	-16.39%	£58,528.43
Jan '22	Lord Glendonbrook	Legal & General Group / LSE:LGEN.L	£299.00	£250.00	-16.39%	£58,528.43
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	£9.95	-20.02%	£55,988.74
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**
Feb '13	Viscount Ridley	Northern 2 Vct / LSE:NTV.L	£71.50	£55.00	-23.08%	£53,846.15
Jul '15	Lord Lloyd-Webber	Hicl Infrastructure / LSE:HICL.L	£152.90	£117.60	-23.09%	£53,839.11
Dec '23	Lord Lupton	Intuitive Investments Group / LSE:IIG.L	£137.50	£105.50	-23.27%	£53,709.09
Jul '20	Lord Levene of Portsoken	Schroders / LSE:SDR.L	£505.75	£384.80	-23.91%	£53,259.51
May '23	Lord Chadlington	Hicl Infrastructure / LSE:HICL.L	£152.80	£114.00	-25.39%	£52,225.13**
Feb '15	The Earl of Kinnoull	Schroders / LSE:SDR.L	£522.58	£384.80	-26.37%	£51,544.26
Apr '17	Lord Pearson of Rannoch	Schroders / LSE:SDR.L	£524.11	£384.80	-26.58%	£51,393.79
Jun '21	Lord Morse	Greencoat Uk Wind / LSE:UKW.L	£134.20	£98.15	-26.86%	£51,195.98
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	£70.80	-33.21%	£46,754.72
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 '21	Lord Etherton	Edinburgh Worldwide Investment Trust / LSE:EWI.L	£293.00	£152.80	-47.85%	£36,505.12**
Oct '14	Baroness Chisholm of Owlpen	Jupiter Fund Management / LSE:JUP.L	£346.90	£146.40	-57.80%	£29,541.65
Jan '19	Lord Thurlow	Syncona / LSE:SYNC.L	£266.00	£96.50	-63.72%	£25,394.74
Oct '23	Lord Lee of Trafford	Vp / LSE:VSL.L	£68.00	£15.80	-76.76%	£16,264.71
May '22	Lord Ponsonby of Shulbrede	Polar Capital Technology Trust / LSE:PCT.L	£1,996.00	£459.00	-77.00%	£16,097.19
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.