Oak Special Fund (Part I) - Rina Hicks & Ian Kahangara (Dir. Global Markets & CIO)

Описание: Whether you have questions or are ready to start investing, our team is here to help.

E-mail: [email protected]
WhatsApp: (+254) 743 552 341
Call: (+254) 719 212 349
https://oak.africa/

Head Office
Address: Crawford Business Park,
State House Rd, Nairobi Kenya

In 2023, Oak Special Fund received a "no objection" from the Capital Markets Authority (CMA) and was officially licensed in 2024. The license granted covers a CIS umbrella fund with three key funds: Angaza (Money Market Fund), Haina (Fixed Income Fund), and Kaa (Special Fund). Initially named "Kua" to signify growth, the fund underwent a name change to "Oak" after discovering that in some local languages, "Kua" translates to "die." The new name, Oak, stands for "One of a Kind," reflecting the fund's unique value proposition and commitment to growth.

The Oak Special Fund's key features include a minimum investment of KSh 500,000 and a recommended lock-in period of six months, though investors are encouraged to hold for a year to fully benefit from the investment strategy. The fund charges a 6% annual management fee, which is prorated daily, covering the administrative and operational costs of actively managing multiple asset classes. This higher fee is justified by the complexity and hands-on approach needed for managing a sophisticated fund with numerous moving parts, including different asset classes and active trades throughout the day.

Targeted returns for the Oak Special Fund are 20% per annum after fees, and the team emphasizes transparency regarding both the costs and the returns clients receive. The goal is to ensure clients are credited fairly for their investments, with clear communication about the real costs involved in managing the fund. For those looking at long-term investments, such as saving for children's future education, Oak Special Fund offers a promising opportunity to grow wealth with active management and steady returns over time. #OakSpecialFund