EP4: Oak Special Fund 2025 Performance Review: Fund Performance, Asset Allocation & Capital Protection Explained This video is the third installment in our Fact Sheet Review series and provides a clear breakdown of the fund’s 2025 performance. We explain how an investment of KES 1,000,000 in January 2025 would have grown to KES 1,204,991 by 30 December 2025, representing a net return of 20.49% after fees. The discussion covers quarterly performance, asset allocation decisions, and why active man
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EP1: Oak Special Fund 2025 Performance Review: Fund Returns vs Investor Returns #OakSpecialFund In this conversation, Ian Kahangara (Chief Investment Officer & Director of Global Markets) and @rina_hicks (Operations Director – Faida Investment Bank) review the Oak Special Fund’s 2025 performance and explain what the numbers in the fact sheet mean in practical terms. They discuss how the fund recorded an 18.99% return at fund level, while an investor who stayed invested from 1st January to 31st D
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EP2: Oak Special Fund 2025 Performance Review In this episode, I joined Ian Kahangara (ACI), Chief Investment Officer & Director of Global Markets (Faida Investment Bank), to review the Oak Special Fund 2025 performance and to explain, in practical terms, what the figures in the fund fact sheet mean for investors. We discussed the distinction between fund-level and investor-level returns, noting that while the fund delivered an 18.99% return in 2025, an investor who remained invested from 1st Ja
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