The Oak Fund is an exclusive, high-yield private placement investment vehicle engineered to provide sophisticated investors with outstanding risk-adjusted medium-to-long term growth. By focusing on asset areas outside of standard public equity and bond markets, the Oak Fund offers robust portfolio protection combined with structured yield generation that consistently outperforms traditional market averages.
| Parameter | Details & Specifications |
|---|---|
| Minimum Investment | KES 1,000,000 (Or USD equivalent for offshore clients) |
| Target Annual Yield | 15% - 18% per annum (Net of management fees) |
| Investment Horizon / Lock-in | 12 to 36 Months (With structured roll-over or exit options) |
| Income Distribution | Bi-annually or compounded back into the capital pool |
| Risk Classification | Moderate to High (Mitigated by collateralized asset backing) |
Designed for aggressive compounding, targeting premium yields from corporate debt issuances and private placement structures.
By investing heavily in alternative fields, your capital remains insulated from volatile public stock market cycles.
Choose from flexible, locked investment horizons tailored to map perfectly alongside your unique mid-term financial milestones.
Directed by our leading specialists who perform strict risk assessments, deal-structuring, and regular portfolio audits.
The fund maintains a strict strategic allocation policy to minimize concentration risks while maximizing target yield metrics:
To assure a balance of capital security and premium performance, the Oak Fund is systematically diversified across:
Engage with an accredited advisor to align your liquidity maps, return timelines, and risk profile with the fund's frameworks.
Complete the Private Placement Memorandum (PPM) enrollment forms and submit standard identity/regulatory documentation.
Remit your asset block to the designated custodian account to begin secure placement distributions immediately.
Receive secure periodic performance updates, yield distribution tracking statements, and tax valuation records.
The Oak Fund operates under a Private Placement Memorandum (PPM) framework, adhering strictly to corporate governance laws, and is secured through designated institutional trustees and asset custody arrangements.
Because the underlying investments are directed into alternative assets and development projects, an early exit before the target horizon may be subject to a restructuring fee, or require pre-approval based on market liquidity maps.
Unlike public stocks, our asset placements are heavily backed by collateral—including prime commercial land titles, first-charge security debentures, and corporate parent guarantees.
This institutional-grade asset wrapper is tailored specifically for:
High-Net-Worth Individuals: Investors looking to diversify their liquid reserves and achieve superior compounding returns over a 2 to 5-year outlook.
Family Offices & Trusts: Legacy builders seeking steady, passive income streams backed by asset-heavy, private positions.
Corporate Treasuries: Corporate accounts requiring higher-yielding options for operational surplus capital with custom liquidity buffers.
Arrange a consultation with an Infinity Wealth advisor to review the terms sheet, yield maps, and access requirements for the Oak Fund.