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

Whether you have questions or are ready to start investing, our team is here to help.
E-mail: [e-mail]
WhatsApp: [phone]
Call: ([phone]
oak.africa/
Head Office
Address: Crawford Business Park,
State House Rd, Nairobi Kenya
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

[@MoneyWiseWithRinaHicks]

Whether you have questions or are ready to start investing, our team is here to help. E-mail: [e-mail] WhatsApp: [phone] Call: ([phone] oak.africa/ Head Office Address: Crawford Business Park, State House Rd, Nairobi Kenya

[@marywanyonyi3635]

Next year, naweka huko 1M

[@mashverm4680]

Thank you for this Explanation. Which is your custodian bank? Who is your trustee of the fund? How often does the investors receive the statement reports? How has the fund performed in terms of percentage returns since its inception?

[@MoneyWiseWithRinaHicks]

E-mail: [e-mail] WhatsApp: [phone] Call: ([phone] All your questions and more will be answered by a OAK Relationship Manager.

[@tushiyakey9677]

@@MoneyWiseWithRinaHicks would be good if questions were answered here as well because it helps many to know what you are doing and how you do it to enable make that bold decision. We heard about this here and we could as well receive responses here too. Thank you

[@tushiyakey9677]

May I know if the 6% is deducted from my principle?

[@GregoryKwabi]

Hi @tushiyakey9677, Yes, the management fee is charged on the principle amount, prorated daily.

[@tushiyakey9677]

@@GregoryKwabi thank you, Gregory. How do I benefit now that you are taking money from me daily?

[@marywanyonyi3635]

@GregoryKwabi that's a lot of money...hidden charges. I will rather keep investing in IFB and Saccos. This is chaotic. It seems good returns but it's the organization benefitting much more than the investor. Why charge the principle amount?? A big red flag.