BKI Investments Limited (ASX: BKI) (“BKI” or the “Company”) is a listed investment company (LIC) with a track record of over 20 years. Since listing, the Company has grown from a market capitalisation of $171 million to $1.4 billion as at 31 August 2024. As the Company has grown so has liquidity, which has been a key component to the …

KKR Credit Income Fund (“KKC” or the “Fund”) listed in November 2019. The Fund is structured as a listed investment trust (LIT) and seeks to offer investors exposure to a fixed income investment offering a regular monthly income stream and long-term capital appreciation over a full market cycle through an investment in two credit investment strategies: (1) the Global Credit …

The market was up slightly in August with the ASX All Ordinaries Accumulation Index up 0.4%, however the story was mixed between sectors. Energy was the worst performing sector with the ASX 300 Energy Accumulation Index down 6.2% for the month, while Financials was the best performer with the ASX 300 Financial Accumulation Index up 7.2% largely driven by the …

In this edition of the IIR LMI Monthly Update we take a look at the key news items and announcements in August as well as include the key data points as at 31 July 2024.

Perpetual Credit Income Trust (ASX: PCI) (“PCI” or the “Trust”) is a listed investment trust (LIT) designed to provide investors with regular monthly income through an actively managed portfolio of diversified credit exposures by asset type, issuers, credit quality, maturities, and capital structure. Listed in May 2019, the Trust is managed by Perpetual Investment Management Limited (the “Manager”) and its …