Significant Holdings

Somers' investments are predominantly based in Australia, Bermuda, and the United Kingdom, with these three jurisdictions together accounting for 95.6% of total investments. In total, Somers' significant holdings account for 97.5% of total investments at 31 March, 2023.

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Company Country of domicile Sector Gross assets
Waverton Investment Management Limited UK
Wealth Management
40.0%

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 £13.3 billion funds under management and administration (as at March 31, 2023). Waverton is also the investment manager to a number of Dublin-domiciled specialist funds.

Resimac Group Limited Australia
Financial Services
31.8%

Resimac Group Limited ('Resimac') is a leading non-bank lending and multi-channel distribution business in Australia and New Zealand, with Assets under Management in excess of A$15 billion (as at March 31, 2023). Resimac's shares are listed on the Australian Securities Exchange.
 

ICM Mobility Group UK
Technology Company
14.3%

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.

AK Jensen Group Bermuda
Brokerage Company
3.1%

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.

Thorn Group Limited Australia
Financial Services
3.1%

Thorn is a diversified financial services comany providing funding solutions for small to medium businesses, and it has been listed on the ASX since 2006 (ASX:TGA). Thorn provides working captial and business asset lending solutions, working in partnership with Australian brokers and accountants.

 

AssetCo UK
Asset Management
1.3%

AssetCo is primarily involved in acquiring, managing, and operating asset and wealth management activities and interests, together with other related services.

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

Terra Firma Capital Corporation Canada
Financial Services
1.1%

Terra Firma Capital Corporation provides customised debt & equity solutions to the real estate industry in Canada & the United States

Mana Capital Limited New Zealand
Financial Services
1.0%

Mana Capital Limited offers tailored leasing solutions for technology assets, plant and equipment to New Zealand public sector organisations and large corporates.

BNK Bank Australia
Banking
0.5%

BNK Banking Corporation is an Australian diversified financial services company with two key operating divisions in banking and mortgage broking aggregation. Our banking entities provide deposit accounts, personal loans and mortgages under two separate brands (Goldfields Money and Better Choice Home Loans), distributed via mortgage brokers.