Q&A: Why 2025 Annual Fund Returns Differ from Quarterly Additions? - @oakspecialfundbyfib This session explains why the Oak Special Fund’s annual return differs from the simple addition of quarterly returns. While adding Q1–Q4 returns produces an arithmetic total, regulatory guidelines require the use of a geometric (compounded) method to reflect the true growth of invested capital over time. The geometric approach accounts for reinvestment of gains, ongoing inflows and outflows, and consistent
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EP1: Oak Special Fund 2025 Performance Review: Fund Returns vs Investor Returns - OAK Special Fund 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
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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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