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The OAK Special Fund by Faida Investments
MaichBlack
#1 Posted : Friday, May 16, 2025 3:28:49 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,522
Hi Wazuans.

Anyone who has invested in the OAK Special Fund to give us first hand testimonials. I know it was just started last year but if you have been in it for that one year you can give us a lot of insights.

Also anyone who has invested in any other vehicles through Faida Investments kindly give us an analysis of them as a company etc.

I have been watching Rina Hicks videos and she seems like a very solid person but looks can be deceiving.
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
mufasa
#2 Posted : Thursday, May 22, 2025 2:54:33 PM
Rank: Member


Joined: 4/15/2008
Posts: 215
Watch out for the interest distribution over the months, it's not a steady curve.

Do it today! Tomorrow is promise to no-one.
MaichBlack
#3 Posted : Saturday, May 24, 2025 11:19:57 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,522
mufasa wrote:
Watch out for the interest distribution over the months, it's not a steady curve.


More info. Please...
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
mufasa
#4 Posted : Tuesday, May 27, 2025 4:34:53 AM
Rank: Member


Joined: 4/15/2008
Posts: 215
Monthly returns for the Oak Special Fund in 2024.
Q1 - 15.4%
Q2 - 6.7%
Q3 - 3.1%
Q4 - 4.6%

Those who missed Q1, were not so happy
Do it today! Tomorrow is promise to no-one.
MaichBlack
#5 Posted : Tuesday, May 27, 2025 11:02:54 AM
Rank: Elder


Joined: 7/22/2009
Posts: 7,522
mufasa wrote:
Monthly returns for the Oak Special Fund in 2024.
Q1 - 15.4%
Q2 - 6.7%
Q3 - 3.1%
Q4 - 4.6%

Those who missed Q1, were not so happy

And I am guessing this is not annualized (it is the actual gains in your investment) bring the actual annual returns for the entire year to 29.9%.
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
MaichBlack
#6 Posted : Tuesday, May 27, 2025 11:07:28 AM
Rank: Elder


Joined: 7/22/2009
Posts: 7,522
If the calculate the gains quarterly, do they compound them?

For example if I had invested x iat the beginning of the first quarter, is my gain for second quarter

a) (x + 15.4% × x) × 6.7%

Or

b) x × 6.7% (bringing my total gains for the two quarters to x × 15% + x × 6.7% meaning my interest did not earn an interest)
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
young
#7 Posted : Friday, May 30, 2025 12:27:27 PM
Rank: Elder


Joined: 6/20/2007
Posts: 2,041
Location: Lagos, Nigeria
Hi All,
This is my take on Faida Investment Bank(FIB) and then Oak special fund.

I have been a client (non resident foreign) of FIB since 2004 (21 years ago.
I find their customer service extremely good and the performance of my assigned dealers has been very good.
Based on this precedence , I am about to sign in for Oak Special fund powered by FIB.
The initial start of Oak has been salutary and periodic updates to clients had been spot on.
In their 1st year their delivered about 28% in ksh terms above the projected 20%.
The strong point for Oak is exposure to investors funds overseas to other instruments like forex,gold,oil, US indices in addition to traditional local investment vehicle.
Again the way they charge the 6%
commission is rather POLE POLE not a big one off deduction from clients fund, so makes it interesting and almost negligible. This indeed is innovative and a win win for investors and Oak special fund.
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
MaichBlack
#8 Posted : Friday, May 30, 2025 12:40:40 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,522
young wrote:
Hi All,
This is my take on Faida Investment Bank(FIB) and then Oak special fund.

I have been a client (non resident foreign) of FIB since 2004 (21 years ago.
I find their customer service extremely good and the performance of my assigned dealers has been very good.
Based on this precedence , I am about to sign in for Oak Special fund powered by FIB.
The initial start of Oak has been salutary and periodic updates to clients had been spot on.
In their 1st year their delivered about 28% in ksh terms above the projected 20%.
The strong point for Oak is exposure to investors funds overseas to other instruments like forex,gold,oil, US indices in addition to traditional local investment vehicle.
Again the way they charge the 6%
commission is rather POLE POLE not a big one off deduction from clients fund, so makes it interesting and almost negligible. This indeed is innovative and a win win for investors and Oak special fund.

Thanks for your insights @Young.

One question though, was the 28% net earnings (After the 6% commission)?
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
MaichBlack
#9 Posted : Friday, May 30, 2025 12:42:19 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,522
Which other countries do you invest in @Young. I might need to talk to you behind the tent.
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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