Performance
Optar Capital Australian Concentrated Fund
| February 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Concentrated Fund | 2.04% | 8.82% | 16.90% | 12.95% | 12.75% | 12.60% |
| ASX 200 Accum. Index | 4.11% | 7.34% | 16.22% | 12.23% | 10.79% | 10.14% |
| Relative performance ^ | -2.07% | 1.48% | 0.69% | 0.72% | 1.96% | 2.46% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| February 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Research Fund | 0.65% | 5.60% | 15.25% | 13.06% | 11.97% | 11.47% |
| ASX 200 Accum. Index | 4.11% | 7.34% | 16.22% | 12.23% | 10.79% | 10.14% |
| Relative performance ^ | -3.46% | -1.74% | -0.96% | 0.83% | 1.18% | 1.33% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses