Performance
Optar Capital Australian Concentrated Fund
| March 2025 | 1 Mth | 3 Mths | 1 Year | 3 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 2025 | 1 Mth | 3 Mths | 1 Year | 3 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