Performance
Optar Capital Australian Concentrated Fund
| September 2025 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Concentrated Fund | -2.11% | 5.66% | 5.83% | 14.37% | 16.82% | 12.16% |
| ASX 200 Accum. Index | -0.76% | 4.74% | 10.59% | 15.18% | 12.99% | 10.05% |
| Relative performance ^ | -1.35% | 0.93% | -4.76% | -0.81% | 3.83% | 2.11% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| September 2025 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Research Fund | -1.30% | 8.02% | 10.36% | 16.01% | 16.10% | 11.520% |
| ASX 200 Accum. Index | -0.76% | 4.74% | 10.59% | 15.18% | 12.99% | 10.05% |
| Relative performance ^ | -0.55% | 3.28% | -0.23% | 0.83% | 3.11% | 1.48% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses