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 | 8,945.20 | 66.70 | 0.75% |
| CAC 40 | 8,207.45 | 34.34 | 0.42% |
| DAX 40 | 25,337.88 | 152.99 | 0.61% |
| Dow JONES (US) | 50,461.68 | 118.02 | -0.23% |
| FTSE 100 | 10,477.70 | 13.69 | -0.13% |
| HKSE | 25,301.10 | 298.35 | -1.17% |
| NASDAQ | 26,656.18 | 312.21 | 1.19% |
| Nikkei 225 | 64,999.41 | 3.32 | 0.01% |
| NZX 50 Index | 13,227.81 | 158.07 | 1.21% |
| S&P 500 | 7,519.12 | 45.65 | 0.61% |
| S&P/ASX 200 | 8,717.70 | 65.50 | 0.76% |
| SSE Composite Index | 4,093.73 | 51.65 | -1.25% |