Performance
Optar Capital Australian Concentrated Fund
| December 2025 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Concentrated Fund | 1.97% | 2.03% | 11.78% | 11.50% | 12.61% | 12.05% |
| ASX 200 Accum. Index | 1.30% | -1.01% | 10.35% | 11.40% | 9.90% | 9.64% |
| Relative performance ^ | 0.67% | 3.04% | 1.43% | 0.10% | 2.71% | 2.41% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| December 2025 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Research Fund | 1.98% | 0.56% | 12.50% | 12.78% | 12.10% | 11.26% |
| ASX 200 Accum. Index | 1.30% | -1.01% | 10.35% | 11.40% | 9.90% | 9.64% |
| Relative performance ^ | 0.68% | 1.57% | 2.15% | 1.38% | 2.21% | 1.62% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses