How to Invest in the OAK Special Fund in Kenya
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The OAK Special Fund, managed by Faida Investment Bank and licensed by the Capital Markets Authority (CMA) Kenya, is emerging as a top-performing investment fund in Kenya.
For individuals and institutions seeking structured investment opportunities with local and global exposure, here’s what to know before investing.
What Is the OAK Special Fund?
The OAK Special Fund is a regulated collective investment fund launched in February 2024. It provides access to multiple asset classes including Kenyan government bonds, NSE equities, global commodities, currency trading, ETFs, and derivatives.
The fund is denominated in Kenyan Shillings (KES) and aims for 20% net-of-fees annual returns, though this target is not guaranteed.
It is designed for medium- to high-net-worth investors looking for portfolio diversification and professionally managed exposure to both local and international financial markets.
Minimum Investment Requirements
To get started with OAK Special Fund, investors must meet the following conditions:
- Minimum investment: KSh 500,000
- Minimum top-up: KSh 50,000
- Lock-in period: 6 months
- Withdrawal fees: None
- Management fee: 6% p.a., charged pro-rata
There are no penalty fees for withdrawing after the lock-in period, making it a flexible medium-term investment vehicle.
How to Invest in the OAK Special Fund
If you are looking to invest in the OAK Fund:
- Contact Faida Investment Bank via their website or walk-in branches to receive onboarding forms and fund documents.
- Submit your KYC details (ID, PIN, utility bill, and bank account details).
- Deposit the minimum investment amount into the designated custodian account at I&M Bank.
- Start earning returns after fund allocation is complete, subject to the fund’s trading and performance cycles.
For full transparency, fund updates and fact sheets are released quarterly.
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Fund Performance and Historical Returns
2024 Performance
- Q1 2024: 15.40%
- Q2 2024: 6.78%
- Q3 2024: 3.15%
- Q4 2024: 4.05%
- Full-year return (2024): 29.38%
2025 Performance (January–June)
- Q1 2025: 4.66% (18.64% annualized)
- Q2 2025: 4.88% (19.52% annualized)
- Half-year return: 9.54%
- Investment Growth: KSh 1 million invested in January 2025 grew to KSh 1,071,621.21 by June 30, 2025
Monthly Performance Breakdown (2025):
- January: 1.60%
- February: 1.76%
- March: 1.30%
- April: 1.66%
- May: 1.53%
- June: 1.69%
Asset Allocation
The OAK Special Fund applies a diversified strategy to manage risks and optimize returns:
- Sovereign Bonds: 56%
- Cash & Equivalents: 16%
- Global Commodities & Currencies: 11%
- NSE Securities: 8%
- Derivatives: 5%
- International Equities: 4%
This mix gives investors exposure to both stable income-generating securities and high-potential international instruments.
Who Manages the OAK Special Fund?
The fund is managed by Ian Kanhangara, an investment professional with over 17 years of experience. Faida Investment Bank, the fund manager, has operated in Kenya for more than 30 years across asset management, corporate finance advisory, securities trading, and market research.
Key partners include:
- Custodian: I&M Bank
- Trustee: Co-operative Bank of Kenya
- Auditor: Njoroge Kuria & Associates
- Regulator: Capital Markets Authority
Why Consider the OAK Special Fund?
Many Kenyan investors are turning to funds like OAK to beat inflation and access professional wealth management without having to trade directly. With regular performance updates and no withdrawal penalties, it appeals to investors seeking transparency, access to global markets, and the potential for high returns.
FAQs
Is the OAK Special Fund safe?
Yes, it is regulated by the Capital Markets Authority and uses professional custodians and trustees to protect investor funds.
What are the OAK Special Fund returns in 2025?
The fund recorded a 9.54% absolute return in the first half of 2025, equivalent to a 19.08% annualized return.
How do I join the OAK Fund in Kenya?
Reach out to Faida Investment Bank for onboarding forms and instructions.
Jefferson Wachira is a writer at Africa Digest News, specializing in banking and finance trends, and their impact on African economies.
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