Your Investment Plan For 2025: Mansa X (19.53%) vs. Oak Fund (29.38%) – 2024 Performance, Which Should You Invest In?
As we step into 2025, investors are eager to decipher where to allocate their hard-earned money. Analyzing the success stories and performance of investment products in 2024 provides a roadmap to smart decision-making. Two prominent funds, Mansa X and Oak Fund, have captured attention with their stellar performance. Before diving into specifics, let’s outline the fundamentals of investing.
Investing wisely demands a deliberate approach. Here are ten essential considerations before committing your money to any venture. First, clarify your financial goals. Are you saving for retirement, buying a home, or growing your wealth? A clear purpose shapes your strategy. Second, assess your risk tolerance. Some investments carry higher risks but promise substantial returns, while others are safer but slower-growing. Third, research thoroughly. Understanding an investment’s track record, market dynamics, and potential pitfalls is non-negotiable.
Fourth, consider diversification. Spreading your investments across multiple products or sectors mitigates risk. Fifth, evaluate the liquidity of the investment. How easily can you access your funds if needed? Sixth, examine the fees. High management or transaction fees can erode your returns over time. Seventh, scrutinize the credibility of the fund manager or company. Earning trust is a function of transparency, consistency, and expertise.
Eighth, keep an eye on market trends and economic indicators. These influence the performance of most investment products. Ninth, consider tax implications. Different investments come with varied tax liabilities, which can affect your net gains. Lastly, be patient. Investments often require time to grow; don’t be swayed by short-term fluctuations.
Mansa X (19.53%) vs. Oak Fund (29.38%) – 2024 Performance:
Mansa X: If you had invested Kshs 1 million on January 1, 2019, your investment would have grown to Kshs 2,803,460.03 by December 31, 2024.
Oak Fund: A Kshs 1 million investment on February 20, 2024, would have reached Kshs 1,312,109.67 by year-end.
Mansa X; SIB
Now, let’s delve into why Mansa X deserves your attention in 2025. Since its inception in 2019, Mansa X has built a reputation as a reliable, high-performing fund. Its three pillars—capital preservation, liquidity access, and growth—have attracted a loyal base of investors. In 2024, its KES fund delivered a remarkable 19.53% return, the highest since inception, while its USD fund achieved 12.5%.
With assets under management surpassing KES 39.05 billion for the KES fund and USD 53.08 million for the USD fund, Mansa X is a seasoned veteran in the investment space. Its average annual return of 17.71% (KES fund) demonstrates consistent performance, making it an excellent choice for investors seeking stability and growth.
Mansa X: The Veteran Champion
With six years of market dominance, Mansa X has built a reputation for reliability and exceptional performance.
2024 Performance Highlights
✅ KES Fund:
Net Return: 19.53% (best performance since 2019).
Assets Under Management (AUM): KES 39.05 Billion.
Average Return Since Inception: 17.71% p.a.
✅ USD Fund:
Net Return: 12.5% (highest since 2022).
AUM: USD 5