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BKI Investment Company Ord BKI Strategy

BKI is a long-term investor in companies, trusts and interest-bearing securities with a focus on Australian entities. It primarily seeks to invest in well-managed businesses with a profitable history and with the expectation of sound dividend and distribution growth. The investment team, Souls Fund Management, is an active manager in identifying shares trading at a discount to their intrinsic or fair value over the medium to long term.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

LICs News & Analysis

funds

Listed Investment Companies monthly performance: March 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

Listed Investment Companies monthly performance: February 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

Listed Investment Companies monthly performance: January 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Markets

Index
Last price
Change
% Change
All Ordinaries 7,932.80 30.80 0.39%
CAC 40 8,040.36 17.95 0.22%
DAX 40 17,860.80 123.44 0.70%
Dow JONES (US) 38,239.98 253.58 0.67%
FTSE 100 8,023.87 128.02 1.62%
HKSE 16,787.03 275.34 1.67%
NASDAQ 15,451.30 169.29 1.11%
Nikkei 225 37,538.06 99.45 0.27%
NZX 50 Index 11,803.54 49.26 -0.42%
S&P 500 5,010.60 43.37 0.87%
S&P/ASX 200 7,679.00 29.80 0.39%
SSE Composite Index 3,032.35 12.25 -0.40%

Market Movers

Name
Last price
Change
% Change
Imugene Ltd IMU 0.09 0.00 1.76%
Base Resources Ltd BSE 0.23 0.00 -1.06%
The Star Entertainment Group Ltd SGR 0.42 0.01 1.81%
Red 5 Ltd RED 0.42 0.02 -4.02%
Vitura Health Ltd VIT 0.13 0.04 -21.88%
Zip Co Ltd ZIP 1.19 0.01 1.06%
Sayona Mining Ltd SYA 0.04 0.00 2.94%
Aurelia Metals Ltd AMI 0.19 0.00 0.00%
Telstra Group Ltd TLS 3.70 0.01 -0.14%
South32 Ltd S32 3.37 0.00 0.00%