Performance
Optar Capital Australian Concentrated Fund
| July 2022 | 1 Mth | 3 Mths | 6 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|---|
| Concentrated Fund | 3.62% | -7.19% | 7.05% | 4.41% | 6.12% | 8.25% | 11.88% |
| ASX 200 Accum. Index | 5.75% | -6.04% | 1.71% | -2.17% | 4.27% | 8.03% | 8.77% |
| Relative performance ^ | -2.13% | -1.15% | 5.34% | 6.58% | 1.85% | 0.22% | 3.12% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| July 2022 | 1 Mth | 3 Mths | 6 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|---|
| Research Fund | 3.81% | -7.20% | 6.05% | 1.90% | 5.16% | 7.52% | 10.28% |
| ASX 200 Accum. Index | 5.75% | -6.04% | 1.71% | -2.17% | 4.27% | 8.03% | 8.77% |
| Relative performance ^ | -1.94% | -1.16% | 4.34% | 4.07% | 0.89% | -0.51% | 1.51% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses