Performance
Optar Capital Australian Concentrated Fund
| November 2025 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Concentrated Fund | -0.53% | -1.67% | 5.64% | 9.81% | 12.30% | 11.98% |
| ASX 200 Accum. Index | -2.66% | -3.02% | 5.50% | 9.72% | 9.88% | 9.58% |
| Relative performance ^ | 2.13% | 1.35% | 0.14% | 0.09% | 2.41% | 2.40% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| November 2025 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Research Fund | -0.88% | -2.68% | 6.53% | 10.85% | 11.41% | 11.13% |
| ASX 200 Accum. Index | -2.66% | -3.02% | 5.50% | 9.72% | 9.88% | 9.58% |
| Relative performance ^ | 1.78% | 0.34% | 1.03% | 1.13% | 1.53% | 1.55% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses