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 | 9,405.40 | 59.70 | 0.64% |
| CAC 40 | 8,669.48 | 2.85 | 0.03% |
| DAX 40 | 26,224.24 | 21.89 | 0.08% |
| Dow JONES (US) | 54,085.88 | 907.47 | 1.71% |
| FTSE 100 | 10,854.26 | 25.12 | -0.23% |
| HKSE | 25,915.82 | 62.90 | 0.24% |
| NASDAQ | 26,584.99 | 671.10 | 2.59% |
| Nikkei 225 | 66,300.44 | 2,342.91 | 3.66% |
| NZX 50 Index | 13,997.18 | 93.72 | 0.67% |
| S&P 500 | 7,736.52 | 136.02 | 1.79% |
| S&P/ASX 200 | 9,227.80 | 51.30 | 0.56% |
| SSE Composite Index | 3,878.43 | 56.15 | 1.47% |