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: July 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: June 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: 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).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 9,074.70 | 34.50 | 0.38% |
| CAC 40 | 7,719.71 | 65.46 | 0.86% |
| DAX 40 | 23,594.80 | 107.47 | 0.46% |
| Dow JONES (US) | 45,271.23 | 24.58 | -0.05% |
| FTSE 100 | 9,177.99 | 61.30 | 0.67% |
| HKSE | 25,343.43 | 153.12 | -0.60% |
| NASDAQ | 21,497.73 | 218.10 | 1.02% |
| Nikkei 225 | 42,458.37 | 519.48 | 1.24% |
| NZX 50 Index | 13,111.70 | 36.89 | 0.28% |
| S&P 500 | 6,448.26 | 32.72 | 0.51% |
| S&P/ASX 200 | 8,803.40 | 36.10 | 0.41% |
| SSE Composite Index | 3,813.56 | 44.58 | -1.16% |