Performance

Optar Capital Australian Concentrated Fund

July 20221 Mth3 Mths6 Mths1 Year3 Yrs (p.a.)5 Yrs (p.a.)Inception (p.a.) *
Concentrated Fund3.62%-7.19%7.05%4.41%6.12%8.25%11.88%
ASX 200 Accum. Index5.75%-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 20221 Mth3 Mths6 Mths1 Year3 Yrs (p.a.)5 Yrs (p.a.)Inception (p.a.) *
Research Fund3.81%-7.20%6.05%1.90%5.16%7.52%10.28%
ASX 200 Accum. Index5.75%-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