EP4: Oak Special Fund Fact Sheet: Demystifying Performance and Strategy (www.oak.africa) скачать в хорошем качестве

EP4: 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@fib.co.ke WhatsApp: (+254) 743 552 341 Call: (+254) 719 212 349 https://oak.africa/ Head Office Address: Crawford Business Park, State House Rd, Nairobi Kenya ------------------------------------------------------------------------------ Understanding the Oak Special Fund The Oak Special Fund is a collective investment scheme designed to simplify the investment process for individuals. Licensed by the Capital Markets Authority, it is structured to alleviate the complexities of managing investments, such as deciding where, when, and how to allocate funds. The fund offers a diversified portfolio by investing in various asset classes, including stocks (both local and global), bonds, derivatives, and other financial instruments. This diversity enables investors to benefit from professional fund management while reducing the stress of making individual investment decisions. Performance Highlights: February to November 2024 Since its public launch in early 2023, the Oak Special Fund has demonstrated exceptional performance, achieving a return of 29.32% from February to November 2024. This outpaced its annual target of 20% post-fees, highlighting the fund's ability to navigate volatile market conditions effectively. While this return is notable, it is important to manage expectations. The fund emphasizes that past performance does not guarantee future results, and market fluctuations can impact returns. Despite this, the consistent focus on risk-adjusted growth positions the fund as a reliable option for long-term investors. Risk Management and Sustainable Growth A critical component of the Oak Special Fund’s strategy is robust risk management. The fund carefully allocates capital across asset classes to balance risk and return. With growth in Assets Under Management (AUM), the psychological and operational aspects of managing larger funds become increasingly complex. The fund targets a sustainable annual return of 20% while adhering to regulatory guidelines that prohibit guaranteed returns. This approach ensures that while investors benefit from potential upside, they are also protected against disproportionate risks. Transparency Through the Fact Sheet To keep investors informed, the Oak Special Fund issues a monthly fact sheet detailing its performance, investment strategy, and risk management practices. The fact sheet is a concise document aimed at demystifying the fund’s operations, offering investors a clear understanding of its performance metrics and asset allocation. By fostering transparency, the fact sheet empowers investors to make informed decisions while aligning their expectations with the fund's long-term goals. The November 2024 fact sheet, for instance, highlights both the impressive returns achieved and the strategic steps taken to ensure sustainable growth. #OakSpecialFund