Performance
Optar Capital Australian Concentrated Fund
| June 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Concentrated Fund | 3.75% | 11.73% | 18.40% | 12.75% | 11.75% | 12.48% |
| ASX 200 Accum. Index | 0.67% | 4.05% | 6.13% | 10.63% | 7.77% | 9.39% |
| Relative performance ^ | 3.08% | 7.68% | 12.26% | 2.12% | 3.98% | 3.09% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| June 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Research Fund | 4.60% | 11.65% | 15.08% | 12.34% | 10.82% | 11.31% |
| ASX 200 Accum. Index | 0.67% | 4.05% | 6.13% | 10.63% | 7.77% | 9.39% |
| Relative performance ^ | 3.93% | 7.61% | 8.95% | 1.71% | 3.05% | 1.92% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses