BKI Investment Company Ord
BKI
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 2026
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 2026
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 2026
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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,311.90 | 125.80 | 1.37% |
| CAC 40 | 8,666.63 | 52.81 | 0.61% |
| DAX 40 | 26,202.35 | 201.04 | 0.77% |
| Dow JONES (US) | 54,085.88 | 907.47 | 1.71% |
| FTSE 100 | 10,879.38 | 21.68 | 0.20% |
| HKSE | 25,852.92 | 156.48 | -0.60% |
| NASDAQ | 26,584.99 | 671.10 | 2.59% |
| Nikkei 225 | 63,957.53 | 202.63 | 0.32% |
| NZX 50 Index | 13,978.33 | 74.87 | 0.54% |
| S&P 500 | 7,736.52 | 136.02 | 1.79% |
| S&P/ASX 200 | 9,145.80 | 122.80 | 1.36% |
| SSE Composite Index | 3,822.28 | 12.62 | 0.33% |