“Investing is a journey of self-discovery. It reveals your relationship with money, your tolerance for risk, and your ability to stay disciplined in the face of uncertainty” – Jeremiah Say. Choosing the right investment plan can be a challenge even for an experienced investor. However, taking risks is part of investing and if you’re a risk taker, then you should consider investing in a special fund like the Oak Special Fund.
Special funds are quickly becoming the go-to investment avenue for many due to their high returns. Unlike money market funds, special funds are designed for long-term growth and wealth accumulation. They are ideal for investors looking to achieve a long-term goal such as building a house, paying for a university education, or early retirement.
Special funds such as Oak Special Fund offer opportunities to grow financially and achieve your goals better than a regular savings account
What is Oak Special Fund
Oak Special Fund is a Leveraged Asset Allocation Fund that is managed by Faida Investment Bank. A leveraged fund means that it can use borrowing or derivatives to increase exposure. The fund invests in different asset classes, both locally and globally.
These asset classes include.
Locally
- NSE equities
- NSE derivatives
- Government securities
- Cash and cash equivalents
- Commercial papers
Globally
- Forex trading
- Commodities
- Precious metals
- International equities & EFTs
Oak Special Fund targets a return of 20% after fees annually. According to a report, the fund had an absolute return of 29.38% in 2024 and as of June 2025, the return was 19.08%.
Faida Investment Bank has set its minimum investment amount at Ksh 500,000 and a minimum top up amount at Ksh 50,000. The lock-in period is 6 months and the management fee is 6%.
How to invest in Oak Special Fund
- Contact Faida Investment Bank through email [email protected] or WhatsApp +254743552341 for more details on the product
- Schedule a consultation with a professional to discuss the fund’s objectives and your objectives
- Fill out an application form to open an account and provide the necessary documents i.e identification document, copy of KRA PIN, passport photo, copy of your bank account statement
- Deposit your investment amount into your account. The minimum investment amount you can deposit is Ksh 500,000
- Keep track of your investment account. You will receive updates from the bank on how it is performing
Types of Oak Special Fund Account
- Individual account – this is for those who are investing alone, for instance a young, high-earning professional who wants to secure a future goal early.
- Joint account – this is for two or three people who wish to invest together, for instance a couple or a family with a common goal
- Corporate account – this is for registered groups such as chamas, clubs, and businesses who wish to invest together
Advantages of investing in Oak Special Fund
High performance
The fund invests in various assets, both locally and globally, which reduces the risk associated with single asset investment. Additionally, the fund managers are able to make adjustments when certain assets are not performing well to maximize returns.
Professional management
Investors enjoy the privilege of experienced professionals managing their investments, ensuring that they achieve optimal performance. Based on reports, Oak Special Fund has managed to achieve its returns goal thanks to good management.
Regulation
Special funds are highly monitored and regulated to ensure that the funds are managed according to the stipulated rules. They have custodians, trustees and auditors who verify that things are in order.