BKI Investment Company Limited

BKI Investment Company Limited


BKI Investment Company Limited (BKI) is a Listed Investment Company on the Australian Securities Exchange since 2003. BKI invests for the long term in profitable, high quality, well managed companies listed on the ASX that offer attractive dividend yields. Stock selection is bottom up, focusing on the merits of individual companies rather than market and economic trends.


BKI aims to generate an increasing income stream in the form of fully franked dividends through a portfolio of listed Australian companies that are also able to deliver long term capital growth.

Fund Information

InceptionOctober 2003
StyleDividend yield focus, long only, Australian equities
Distribution Frequency Half yearly
HoldingsTypically 40 to 50 Australian listed securities
Investment Horizon7 years or more
Management Fee0.10% of total assets
Performance FeeNone
Lonsec RatingLONSEC Recommended (July 2020) (Disclaimer)
BenchmarkS&P/ASX 300 Accumulation Index
Portfolio ManagersTom Millner (Lead Portfolio Manager)
Will Culbert

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