Significant Holdings
Somers' investments are predominantly based in Australia, Bermuda, and the United Kingdom, with these three jurisdictions together accounting for 96.6% of total investments. In total, Somers' significant holdings account for 97.3% of total investments at 31 March, 2024.
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| No | Company | Country of domicile | Sector | Gross assets | |
|---|---|---|---|---|---|
| 1 | Waverton Investment Management Limited | UK |
Wealth Management |
41.6% | |
|
Waverton is a London-based specialist investment manager which focuses on discretionary portfolio management for private clients, charities and institutions as well as offering a suite of in-house managed investment funds. Waverton has approximately £15.4 billion funds under management and administration (as at March 31, 2024). Waverton is also the investment manager to a number of Dublin-domiciled specialist funds. |
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| 2 | Resimac Group Limited | Australia |
Financial Services |
34.1% | |
|
Resimac Group Limited ('Resimac') is a leading non-bank lending and multi-channel distribution business in Australia and New Zealand, with Assets under Management of over A$13 billion (as at December 31, 2023). Resimac's shares are listed on the Australian Securities Exchange. |
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| 3 | ICM Mobility Group Limited | UK |
Technology Company |
10.9% | |
|
ICM Mobility Group is focused on the public and private transport sector. From planning journeys & issuing smart tickets, to streamlining electronic payments and providing insights from their travel data sources. |
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| 4 | AK Jensen Group | Bermuda |
Brokerage Company |
6.2% | |
|
AK Jensen is a hybrid business which provides brokerage and software solutions to its clients as well as providing hedge fund services. They provide a hedge fund platform to hedge fund managers, enabling them to set up a hedge fund at low cost, trade through AK Jensen’s proprietary technology platform, and operate under the AK Jensen regulatory framework. AK Jensen has created AKJ Crypto, a front-to-back, tier one solution for digital asset hedge fund managers, and they also offer participation in the platform security token AKJ Token. |
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| 5 | Mana Capital Limited | New Zealand |
Financial Services |
0.9% | |
|
Mana Capital Limited offers tailored leasing solutions for technology assets, plant and equipment to New Zealand public sector organisations and large corporates. |
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| 6 | Aura Group | Australia |
Wealth Management |
0.9% | |
|
A financial services business based in Asia Pacific providing wealth, funds management and corporate advisory solutions to clients |
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