18.99% Oak Special Fund Return in 2025

If you invested Ksh 1,000,000 on 1st January 2025,

You earned Ksh 204,909.91 by 31st December 2025, net of all fees.

That is the full-year performance of the Oak Multi-Asset Special Fund (Kenya Shilling).

2025 Quarterly Performance Breakdown

Q1: 4.73%

Q2: 4.96%

Q3: 4.16%

Q4: 3.92%

Total return: 18.99%

18.99% Oak Special Fund Return in 2025

What Makes Oak Different?

Oak is a special fund built on a diversified, active trading model designed to optimize returns across different market conditions — while tightly managing risk.

The fund applies stringent risk-management frameworks to limit downside exposure and protect capital.

Strategic Global Allocation

Capital is deployed across key global financial markets, including:

Foreign exchange.

Equities.

Sovereign bonds.

Exchange-traded funds (ETFs).

Derivative instruments.

Already Invested in Oak?

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Alex Mwangi | WhatsApp 0703472299

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Written by Alex

I have passion in helping people Make, Manage, Multiply & Protect Wealth.Download my Free Guide to Financial Freedom >>[ GET IT HERE]<<