Significant Holdings
Somers' investments are predominantly based in Australia, Bermuda, and the United Kingdom, with these three jurisdictions together accounting for 93.3% of total investments. In total, Somers' significant holdings account for 92.8% of total investments at 30 September, 2024.
Click on a company name to visit their website and find out more information about this investment.
| No | Company | Country of domicile | Sector | Gross assets | |
|---|---|---|---|---|---|
| 1 | Resimac Group Limited | Australia |
Financial Services |
38.6% | |
|
Resimac Group Limited ('Resimac') is a leading non-bank lending and multi-channel distribution business in Australia and New Zealand. Resimac's shares are listed on the Australian Securities Exchange. |
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| 2 | L&C Waverton | UK |
Wealth Management |
19.6% | |
|
L&C Waverton is a UK based wwealth management business, with over £19 billion assets under management (as at June 30, 2024). |
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| 3 | ICM Mobility Group Limited | UK |
Technology Company |
17.0% | |
|
ICM Mobility Group is a UK holding company focused on the mobility sector for private and public transport, and invests in businesses shaping the digital transformation of the sector. |
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| 4 | AK Jensen Group | Bermuda |
Brokerage Company |
9.1% | |
|
AK Jensen is a global brokerage business which provides hedge fund services to both traditional hedge funds and digital asset funds. |
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| 5 | MoneyMe Limited | Australia |
Financial Services |
2.5% | |
|
MONEYME is a digital, non-bank lending company that provides Australians with personal loans and cash loans. |
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| 6 | Aura Group | Australia |
Wealth Management |
1.3% | |
|
A financial services business based in Asia Pacific providing wealth, funds management and corporate advisory solutions to clients |
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