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: May 2025
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: April 2025
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: March 2025
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 | 8,816.40 | 58.90 | -0.66% |
| CAC 40 | 7,722.09 | 44.12 | -0.57% |
| DAX 40 | 24,009.38 | 50.91 | -0.21% |
| Dow JONES (US) | 44,062.73 | 39.44 | 0.09% |
| FTSE 100 | 8,926.55 | 11.77 | -0.13% |
| HKSE | 24,517.76 | 72.36 | -0.29% |
| NASDAQ | 20,656.95 | 20.85 | -0.10% |
| Nikkei 225 | 39,663.40 | 14.62 | -0.04% |
| NZX 50 Index | 12,754.59 | 64.96 | 0.51% |
| S&P 500 | 6,242.02 | 1.74 | -0.03% |
| S&P/ASX 200 | 8,561.80 | 68.50 | -0.79% |
| SSE Composite Index | 3,503.78 | 1.22 | -0.03% |