ABOUT US
Oak Special Fund

OAK Special Fund is a Leveraged Asset Allocation Fund domiciled in Kenya. It offers investors a unique opportunity to access both local and global markets. The fund is managed by Faida Investment Bank and is licensed by the Capital Markets Authority as a Special Collective Investment Scheme (CIS).

Key Information

Inception Date: February 2024
Base Currency: Kenya Shilling (KES)
Minimum Investment: KES 500,000
Minimum Top-up: KES 50,000
Lock-in Period: 6 months
Fund Manager: Faida Investment Bank
Regulated By: Capital Markets Authority

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

(+254) 719 212 349 (Call/WhatsApp)

or

(+254) 743 552341 (WhatsApp Only)

ASSET CLASSES
What We Offer

OAK Special Fund invests in a wide range of asset classes, both globally and locally, to ensure a diversified and balanced portfolio.

Global Forex Trading
We actively participate in the international foreign exchange markets, trading currencies to capitalize on fluctuations and generate profit.
Precious Metals
We invest in tangible assets like gold, silver, and platinum, which serve as a hedge against economic uncertainty and inflation.
Commodities
Our investments include essential raw materials and agricultural products, such as oil and wheat, which offer opportunities for growth and portfolio diversification.
Global Stocks & ETFs
We invest in individual company stocks and Exchange-Traded Funds (ETFs) to capitalize on specific market opportunities and achieve diversification within various sectors.
Government Securities
We allocate funds into government bonds and other securities, providing stable returns and reducing overall portfolio risk through the backing of sovereign entities.
NSE Equities
We invest in equities listed on the Nairobi Securities Exchange (NSE), targeting growth opportunities within the Kenyan market to leverage regional economic developments.
Commercial Papers
We include Commercial Papers in our diversified portfolio, focusing on short-term, unsecured debt instruments issued by reputable corporations. These investments offer attractive returns while providing liquidity and flexibility.

OUR COMMITMENT
Why Should You Choose Us ?

We are dedicated to providing top-tier investment services grounded in integrity, professionalism, and innovation. At OAK Special Fund, Trust, Transparency, and Tactfulness are at the core of everything we do.

We build lasting relationships with our investors by consistently delivering on our promises and maintaining the highest standards of integrity.

We ensure clear and open communication, providing you with full visibility into your investments and decision-making processes.

Our experienced team strategically navigates the complexities of global markets, making informed and careful decisions to optimize your financial outcomes.

Who Are We
Meet Our Leadership Team

Our uniquely collaborative and passionate people work alongside our clients every step of the way—caring more, telling it like it is—to anticipate and overcome all the barriers to change.

stay connected with us

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