Performance

Optar Capital Australian Concentrated Fund

March 20251 Mth3 Mths1 Year3 Yrs (p.a.)5 Yrs (p.a.)7 Yrs (p.a.)Inception (p.a.) *
Concentrated Fund-3.98%-2.02%-0.84%6.83%17.43%8.95%11.45%
ASX 200 Accum. Index-3.39%-2.80%2.84%5.62%13.24%8.64%8.90%
Relative performance ^-0.59%0.78%-3.68%1.21%4.19%0.32%2.54%

* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses

Optar Capital Australian Research Fund

March 20251 Mth3 Mths1 Year3 Yrs (p.a.)5 Yrs (p.a.)7 Yrs (p.a.)Inception (p.a.) *
Research Fund-3.95%-2.92%1.65%7.08%17.09%8.62%10.39%
ASX 200 Accum. Index-3.39%-2.80%2.84%5.62%13.24%8.64%8.90%
Relative performance ^-0.56%-0.12%-1.19%1.46%3.85%-0.02%1.48%

* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses