Oak Special Fund (KES)

The fund invests across global currencies, precious metals, commodities, international equities, ETFs, sovereign bonds and derivatives, alongside Kenyan government securities, cash, NSE equities and other local instruments.

Investor contributions are managed across local and global markets. The strategy can include futures, options and leveraged products such as CFDs and derivatives.

Management fee: 6% per annum, prorated. The September 2025 factsheet lists no withdrawal fee. Other applicable fund-level expenses should be checked in the current documents.

Global markets, currencies, derivatives and leveraged products can cause significant volatility and losses. Redemption rights may be suspended in certain circumstances. Capital and returns are not guaranteed.

Minimum investment KES 500,000; minimum top-up KES 50,000; minimum six-month lock-in. Check current factsheet and suitability before investing.

Official Oak/Faida factsheet dated September 2025 lists KES 500,000 minimum, KES 50,000 top-up, six-month lock-in, 6% p.a. prorated management fee and no withdrawal fee. The factsheet targets 20% net of fees but expressly states this is not guaranteed. Source: https://oak.africa/wp-content/uploads/2025/10/OakSpecialFundSept2025FactSheet_KES.pdf. Returns intentionally omitted from directory fields.