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Portfolio

Investment Holding Company

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.

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Click on a company name to visit their website and find out more information about this investment.

Company
Country of Domicile
Sector
Gross Assets
Resimac Group Limited
Australia
Financial Services
38.6%
L&C Waverton
UK
Wealth Management
19.6%
ICM Mobility Group Limited
UK
Technology Company
17.0%
AK Jensen Group
Bermuda
Brokerage Company
9.1%
MoneyMe Limited
Australia
Financial Services
2.5%
Aura Group
Australia
Wealth Management
1.3%

Summary of Investments

Investment Holding Company

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The information on this website is solely for information purposes and is not intended to be, and should not be construed as, an offer or recommendation to buy and sell investments. If you are in any doubt as to the appropriate course of action, we would recommend that you consult your own independent financial adviser, stockbroker, solicitor, accountant or other professional adviser.

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Past performance is no guide to the future. The value of investments and the income from them may go down as well as up and investors may not get back the full amount they originally invested. The information herein has been obtained from sources believed to be reliable but no representation or warranty is given or may be implied that they are accurate or complete.

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