Performance
Optar Capital Australian Concentrated Fund
| December 2024 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | 7 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|---|
| Concentrated Fund | -4.00% | -3.40% | 8.64% | 11.30% | 9.58% | 8.84% | 12.08% |
| ASX 200 Accum. Index | -3.15% | -0.80% | 11.44% | 7.41% | 8.06% | 8.47% | 9.55% |
| Relative performance ^ | -0.85% | -2.60% | -2.80% | 3.89% | 1.52% | 0.38% | 2.53% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| December 2024 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | 7 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|---|
| Research Fund | -3.43% | -1.36% | 10.60% | 11.39% | 9.28% | 8.42% | 11.11% |
| ASX 200 Accum. Index | -3.15% | -0.80% | 11.44% | 7.41% | 8.06% | 8.47% | 9.55% |
| Relative performance ^ | -0.28% | -0.56% | -0.84% | 3.98% | 1.22% | -0.04% | 1.56% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses