asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: BKI
release_schedule:
structure: Listed Investment Company
commentary_block:
factsheet_url:
fund_features:
BKI Investment Company Limited (BKI) is a listed investment company that listed on the ASX in 2003, although its roots as a managed portfolio go back to the 1980s. BKI is very much a buy and hold, long-term and fully-invested equities investor.BKI’s main objective is to hold a diversified portfolio of equities that generates increasing income, allowing BKI to pay increasing (and fully franked) dividends to its own shareholders and grow the value of its shareholders’ investment.
- BKI is a bottom-up, fundamental stock picker and seeks to hold companies over the long- term.
- Sector thematics play a strong role in investment decisions.
- The investment team places a strong emphasis on talking to companies and conducting site visits where relevant.
- The portfolio is heavily weighted towards large cap stocks, with 73% of the portfolio invested in top 50 stocks.
- The portfolio composition reflects a focus on generating fully franked dividend income with significant exposure to Financials.