EP5: Oak Special Fund Fact Sheet: Demystifying Performance and Strategy (www.oak.africa) скачать в хорошем качестве

EP5: Oak Special Fund Fact Sheet: Demystifying Performance and Strategy (www.oak.africa)

Whether you have questions or are ready to start investing, our team is here to help. E-mail: oak.fund@fib.co.ke (+254) 759 777 666 (Call/WhatsApp) https://oak.africa/ Head Office Address: Crawford Business Park, State House Rd, Nairobi Kenya ------------------------------------------------------------------------------ Understanding investment returns and financial instruments is essential for making informed financial decisions. Oak Special Fund provides a clear example by showcasing its 29.32% return, which represents the absolute return since its inception on February 20th. This return is calculated after all fees, meaning investors would see their income net of deductions. Returns vary based on the duration of the investment, and each investor's experience depends on market conditions during their investment period. Transparency is assured through the use of a custodian bank, which securely holds investors’ funds and facilitates investments into various financial instruments. Oak Special Fund invests in a diverse range of local and global assets, starting with government securities like treasury bills and bonds. These are complemented by cash equivalents such as call deposits and fixed deposits, offering liquidity and stable returns. Call deposits are an accessible option for businesses to earn interest on idle cash while maintaining immediate access. Additionally, the fund leverages expertise in equities and derivatives on the Nairobi Securities Exchange (NSE), capitalizing on market opportunities for growth and risk management. The fund also invests in commercial papers, short-term instruments issued by companies to raise capital. These instruments are structured to help businesses manage cash flow for expansion or large projects, providing an alternative to bank loans. Corporate finance expertise ensures these papers are effectively designed to meet both company needs and investor expectations. This diverse approach to investment allows the fund to generate competitive returns while mitigating risks across various financial instruments. Currency trading, although complex, is another area of investment. It involves analyzing foreign exchange markets to capitalize on price movements. While volatile, it contributes to the portfolio's growth when managed carefully. By diversifying across these asset classes, Oak Special Fund demonstrates a well-rounded strategy that combines traditional investments like bonds with innovative instruments like derivatives, ensuring sustainable income for investors. #OakSpecialFund