Performance
Optar Capital Australian Concentrated Fund
| April 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Concentrated Fund | 1.94% | -4.19% | 13.71% | 9.78% | 10.56% | 11.64% |
| ASX 200 Accum. Index | 2.18% | -1.22% | 10.15% | 9.67% | 8.36% | 9.36% |
| Relative performance ^ | -0.24% | -2.97% | 3.56% | 0.11% | 2.20% | 2.28% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| April 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Research Fund | 1.72% | -6.17% | 10.65% | 9.43% | 9.45% | 10.45% |
| ASX 200 Accum. Index | 2.18% | -1.22% | 10.15% | 9.67% | 8.36% | 9.36% |
| Relative performance ^ | -0.46% | -4.95% | 0.50% | -0.24% | 1.09% | 1.09% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses