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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: 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).
funds

Thornhill on shares for investment income in retirement

The dream of many investors is to be able to live off the dividend income from their shares. There is a relatively simple way to do this though it requires a mental fortitude that may not be for everyone.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,050.20 23.90 -0.30%
CAC 40 8,010.83 12.91 -0.16%
DAX 40 17,930.32 24.16 -0.13%
Dow JONES (US) 37,908.15 550.93 -1.43%
FTSE 100 7,995.58 71.78 0.91%
HKSE 16,721.69 373.34 -2.18%
NASDAQ 16,137.58 304.62 -1.85%
Nikkei 225 39,523.55 80.92 0.21%
NZX 50 Index 11,931.32 2.99 -0.03%
S&P 500 5,111.84 87.22 -1.68%
S&P/ASX 200 7,788.10 25.50 -0.33%
SSE Composite Index 3,019.47 14.77 -0.49%

Market Movers

Name
Last price
Change
% Change
The Star Entertainment Group Ltd SGR 0.51 0.04 -7.34%
Peninsula Energy Ltd PEN 0.11 0.01 -4.55%
Red 5 Ltd RED 0.43 0.03 6.17%
Sayona Mining Ltd SYA 0.04 0.00 0.00%
Judo Capital Holdings Ltd JDO 1.38 0.00 0.00%
Genex Power Ltd GNX 0.27 0.02 6.00%
Imugene Ltd IMU 0.09 0.00 -3.16%
Pantoro Ltd PNR 0.08 0.00 3.70%
Telstra Group Ltd TLS 3.76 0.04 -1.05%
Pilbara Minerals Ltd PLS 4.05 0.03 0.75%