Asset Management Industry

Members of Parliament invested in the Asset Management Industry

114 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 £534.00 836.84% £655,789.47
Jul '10 Lord Hollick Lord Hollick Corporate logo for KKR KKR / NYQ:KKR £10.20 £90.60 788.24% £621,764.70
Mar '16 Baroness Noakes Baroness Noakes Corporate logo for 3i Group 3i Group / LSE:III.L £461.60 £2,764.00 498.79% £419,150.77
Nov '15 Lord Lupton Lord Lupton Corporate logo for 3i Group 3i Group / LSE:III.L £479.80 £2,764.00 476.07% £403,251.36
Sep '16 Lord Gadhia Lord Gadhia Corporate logo for Blackstone Group Blackstone Group / NYQ:BX £25.46 £113.47 345.68% £311,975.66
Apr '17 Lord Leigh of Hurley Lord Leigh of Hurley Herald Investment Trust / LSE:HRI.L £929.50 £2,495.00 168.42% £187,896.72
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**
Oct '13 Viscount Eccles Viscount Eccles Rights And Issues Investment Trust / LSE:RIII.L £887.50 £2,105.00 137.18% £166,028.17
Apr '21 Lord Glendonbrook Lord Glendonbrook Corporate logo for 3i Group 3i Group / LSE:III.L £1,204.00 £2,764.00 129.57% £160,697.67
Nov '16 Lord Glendonbrook Lord Glendonbrook Corporate logo for Man Group Man Group / LSE:EMG.L £113.40 £248.40 119.05% £153,333.33
Jun '18 Baroness Valentine Baroness Valentine Corporate logo for Bh Macro Bh Macro / LSE:BHMG.L £204.50 £423.50 107.09% £144,963.33
Dec '14 Lord Tugendhat Lord Tugendhat Biotech Growth Trust / LSE:BIOG.L £636.00 £1,190.00 87.11% £130,974.84
Aug '13 Lord Borwick Lord Borwick Hansa Trust / LSE:HAN.L £150.10 £274.00 82.54% £127,781.47
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 '19 Lord Mendelsohn Lord Mendelsohn F&C Investment Trust / LSE:FCIT.L £689.00 £1,214.00 76.20% £123,338.17
Feb '22 Lord Gadhia Lord Gadhia Petershill Partners / LSE:PHLL.L £199.60 £347.57 74.13% £121,893.29
Apr '25 Lord Etherton Lord Etherton Polar Capital Technology Trust / LSE:PCT.L £288.50 £501.00 73.66% £121,559.79
May '23 Lord Fink Lord Fink Corporate logo for State Street State Street / NYQ:STT £70.29 £120.95 72.07% £120,450.98
Mar '23 Lord O'Donnell Lord O'Donnell Brookfield / NYQ:BBUC £19.04 £30.12 58.19% £110,735.29
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**
Nov '14 Lord Sassoon Lord Sassoon City Of London Investment Trust / LSE:CTY.L £370.90 £539.00 45.32% £101,725.53
Jan '13 Lord Sassoon Lord Sassoon Merchants Trust / LSE:MRCH.L £407.40 £587.00 44.08% £100,859.11
Apr '17 Baroness Deech Baroness Deech Corporate logo for Worldwide Healthcare Trust Worldwide Healthcare Trust / LSE:WWH.L £233.40 £335.00 43.53% £100,471.30
Apr '24 Theresa Villiers Theresa Villiers Scottish Mortgage Investment Trust / LSE:SMT.L £827.40 £1,183.00 42.98% £100,084.60
Dec '22 Lord Hintze Lord Hintze Marwyn Value Investors / LSE:MVI.L £95.00 £135.00 42.11% £99,473.68
Dec '22 Lord Hintze Lord Hintze Geiger Counter / LSE:GCL.L £45.50 £64.00 40.66% £98,461.54
May '17 Baroness Valentine Baroness Valentine Corporate logo for 3i Infrastructure 3i Infrastructure / LSE:3IN.L £246.75 £345.00 39.82% £97,873.53
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 £2,145.00 38.83% £97,184.47
Oct '21 Lord Etherton Lord Etherton Jpmorgan American Investment Trust / LSE:JAM.L £681.00 £941.00 38.18% £96,725.40**
May '23 Lord Fink Lord Fink Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £202.80 £278.80 37.48% £96,232.74
Jul '20 Lord Fairfax of Cameron Lord Fairfax of Cameron Scottish Mortgage Investment Trust / LSE:SMT.L £865.00 £1,183.00 36.76% £95,734.10
Dec '22 Lord O'Donnell Lord O'Donnell Corporate logo for Brookfield Asset Management Brookfield Asset Management / NYQ:BAM £32.00 £43.47 35.84% £95,090.63
Jan '13 Lord Sassoon Lord Sassoon Corporate logo for Argo Investments Argo Investments / ASX:ARG.AX £6.47 £8.76 35.39% £94,775.89
Dec '23 Lord Etherton Lord Etherton Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £207.30 £278.80 34.49% £94,143.75
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**
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**
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**
Nov '22 Lord Roborough Lord Roborough Oakley Capital Investments / LSE:OCI.L £388.00 £479.00 23.45% £86,417.53
Jul '16 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £197.30 £241.30 22.30% £85,610.74
Apr '24 Theresa Villiers Theresa Villiers Corporate logo for Rit Capital Partners Rit Capital Partners / LSE:RCP.L £1,786.00 £2,145.00 20.10% £84,070.55
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**
Jan '13 Lord Sassoon Lord Sassoon Dunedin Income Growth Investment Trust / LSE:DIG.L £243.00 £289.00 18.93% £83,251.03
Jan '14 Lord Sassoon Lord Sassoon Murray Income Trust / LSE:MUT.L £747.00 £885.00 18.47% £82,931.73
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**
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 £2,145.00 14.34% £80,037.31
Jan '21 Lord Spencer of Alresford Lord Spencer of Alresford Corporate logo for Frenkel Topping Group Frenkel Topping Group / LSE:FEN.L £42.50 £48.50 14.12% £79,882.35
Jul '20 Lord Levene of Portsoken Lord Levene of Portsoken Corporate logo for Schroders Schroders / LSE:SDR.L £505.75 £572.50 13.20% £79,238.75
Jul '21 Lord Londesborough Lord Londesborough Corporate logo for 3i Infrastructure 3i Infrastructure / LSE:3IN.L £307.00 £345.00 12.38% £78,664.50
Dec '23 Lord Lupton Lord Lupton Intuitive Investments Group / LSE:IIG.L £137.50 £154.50 12.36% £78,654.55
Jun '21 Lord Morse Lord Morse Corporate logo for M&G Plc M&G Plc / LSE:MNG.L £248.60 £278.80 12.15% £78,503.61
Jul '25 Lord Leigh of Hurley Lord Leigh of Hurley Scottish Mortgage Investment Trust / LSE:SMT.L £1,063.00 £1,183.00 11.29% £77,902.16
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**
Feb '15 The Earl of Kinnoull The Earl of Kinnoull Corporate logo for Schroders Schroders / LSE:SDR.L £522.58 £572.50 9.55% £76,686.82
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**
Apr '17 Lord Pearson of Rannoch Lord Pearson of Rannoch Corporate logo for Schroders Schroders / LSE:SDR.L £524.11 £572.50 9.23% £76,462.96
Apr '24 Lord Chadlington Lord Chadlington Personal Assets Trust / LSE:PNL.L £482.50 £526.00 9.02% £76,310.88
Nov '23 Lord Mance Lord Mance Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £221.80 £241.30 8.79% £76,154.19
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**
Jul '14 Baroness Noakes Baroness Noakes Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £224.70 £241.30 7.39% £75,171.34
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 '22 Lord Agnew of Oulton Lord Agnew of Oulton Intermediate Capital Group / LSE:ICG.L £1,425.50 £1,516.00 6.35% £74,444.05
Jan '21 Lord Spencer of Alresford Lord Spencer of Alresford Aj Bell / LSE:AJB.L £432.50 £456.80 5.62% £73,932.95
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**
Jun '22 Lord Magan of Castletown Lord Magan of Castletown Corporate logo for St Jamess St Jamess / LSE:STJ.L £1,190.50 £1,240.00 4.16% £72,910.54
Oct '19 Lord Lee of Trafford Lord Lee of Trafford Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £232.70 £241.30 3.70% £72,587.02
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**
May '24 The Duke of Wellington The Duke of Wellington Oakley Capital Investments / LSE:OCI.L £474.50 £479.00 0.95% £70,663.86
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 '17 Lord Patten Lord Patten Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £246.60 £241.30 -2.15% £68,495.54
May '22 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £246.70 £241.30 -2.19% £68,467.78
Dec '23 Lord Browne of Madingley Lord Browne of Madingley Corporate logo for Riverstone Riverstone / LSE:RSE.L £760.00 £740.00 -2.63% £68,157.89
May '22 Lord Londesborough Lord Londesborough Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £248.70 £241.30 -2.98% £67,917.17
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**
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 £313.00 -5.44% £66,193.35
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**
Mar '24 Lord Petitgas Lord Petitgas Corporate logo for Hamilton Lane Hamilton Lane / NMS:HLNE £108.34 £101.00 -6.77% £65,257.53
Apr '24 Lord Mendoza Lord Mendoza Corporate logo for Blackstone Group Blackstone Group / NYQ:BX £122.09 £113.47 -7.06% £65,057.75
Mar '13 Lord Alderdice Lord Alderdice Corporate logo for Artis Artis / NYQ:APAM £38.83 £36.07 -7.11% £65,024.46
May '24 Baroness Sheehan Baroness Sheehan Corporate logo for 3i Group 3i Group / LSE:III.L £2,977.00 £2,764.00 -7.15% £64,991.60
Apr '22 Lord Hylton Lord Hylton Corporate logo for Impax Environmental Markets Impax Environmental Markets / LSE:IEM.L £446.50 £410.00 -8.17% £64,277.72
Feb '21 Lord Etherton Lord Etherton Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £271.70 £241.30 -11.19% £62,167.83
Sep '21 Lord Altrincham Lord Altrincham Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £274.70 £241.30 -12.16% £61,488.90
Apr '22 Lord Kestenbaum Lord Kestenbaum Corporate logo for Rit Capital Partners Rit Capital Partners / LSE:RCP.L £2,545.00 £2,145.00 -15.72% £58,998.04
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**
Jan '22 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £299.00 £241.30 -19.30% £56,491.64
Jan '22 Lord Glendonbrook Lord Glendonbrook Corporate logo for Legal & General Group Legal & General Group / LSE:LGEN.L £299.00 £241.30 -19.30% £56,491.64
Dec '16 Lord Lloyd-Webber Lord Lloyd-Webber Corporate logo for Bluefield Solar Income Fund Bluefield Solar Income Fund / LSE:BSIF.L £106.00 £84.60 -20.19% £55,867.92
Oct '17 Lord Sassoon Lord Sassoon Corporate logo for Eaton Eaton / NYQ:EIM £12.44 £9.85 -20.82% £55,426.05
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**
Jul '15 Lord Lloyd-Webber Lord Lloyd-Webber Corporate logo for Hicl Infrastructure Hicl Infrastructure / LSE:HICL.L £152.90 £119.00 -22.17% £54,480.05
Jun '21 Lord Morse Lord Morse Corporate logo for Greencoat Uk Wind Greencoat Uk Wind / LSE:UKW.L £134.20 £102.50 -23.62% £53,464.98
Feb '13 Viscount Ridley Viscount Ridley Northern 2 Vct / LSE:NTV.L £71.50 £53.50 -25.17% £52,377.62
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**
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**
Oct '14 Baroness Chisholm of Owlpen Baroness Chisholm of Owlpen Jupiter Fund Management / LSE:JUP.L £346.90 £168.60 -51.40% £34,021.33
Jan '19 Lord Thurlow Lord Thurlow Corporate logo for Syncona Syncona / LSE:SYNC.L £266.00 £93.70 -64.77% £24,657.89
May '22 Lord Ponsonby of Shulbrede Lord Ponsonby of Shulbrede Polar Capital Technology Trust / LSE:PCT.L £1,996.00 £501.00 -74.90% £17,570.14
Oct '23 Lord Lee of Trafford Lord Lee of Trafford Corporate logo for Vp Vp / LSE:VSL.L £68.00 £12.13 -82.17% £12,481.62
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
Apr '24 Lord Owen Lord Owen Northern Venture / LSE:NVT.L £57.50 £0.57 -99.01% £693.91
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.