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 | 9,424.10 | 13.30 | -0.14% |
| CAC 40 | 8,722.11 | 7.18 | 0.08% |
| DAX 40 | 26,363.65 | 44.20 | 0.17% |
| Dow JONES (US) | 54,036.93 | 151.83 | 0.28% |
| FTSE 100 | 10,869.60 | 31.49 | -0.29% |
| HKSE | 25,937.49 | 269.46 | 1.05% |
| NASDAQ | 26,690.62 | 342.26 | 1.30% |
| Nikkei 225 | 66,970.22 | 1,363.51 | 2.08% |
| NZX 50 Index | 13,888.24 | 64.11 | 0.46% |
| S&P 500 | 7,757.64 | 0.00 | 0.00% |
| S&P/ASX 200 | 9,232.60 | 17.00 | -0.18% |
| SSE Composite Index | 3,966.59 | 26.56 | 0.67% |