Performance
Optar Capital Australian Concentrated Fund
| October 2025 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Concentrated Fund | 0.98% | 3.31% | 10.93% | 12.11% | 16.42% | 12.16% |
| ASX 200 Accum. Index | 0.39% | 2.72% | 12.49% | 13.09% | 12.64% | 9.99% |
| Relative performance ^ | 0.59% | 0.59% | -1.56% | -0.98% | 3.77% | 2.16% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| October 2025 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Research Fund | -0.52% | 4.21% | 12.15% | 13.00% | 15.57% | 11.34% |
| ASX 200 Accum. Index | 0.39% | 2.72% | 12.49% | 13.09% | 12.64% | 9.99% |
| Relative performance ^ | -0.91% | 1.49% | -0.34% | -0.09% | 2.93% | 1.35% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses