Performance
Optar Capital Australian Concentrated Fund
| March 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Concentrated Fund | -7.90% | -1.71% | 12.14% | 9.90% | 10.35% | 11.52% |
| ASX 200 Accum. Index | -7.15% | -1.61% | 11.70% | 9.55% | 8.63% | 9.19% |
| Relative performance ^ | -0.75% | -0.10% | 0.43% | 0.35% | 1.71% | 2.33% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| March 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Research Fund | -8.36% | -5.11% | 9.97% | 9.68% | 9.43% | 10.34% |
| ASX 200 Accum. Index | -7.15% | -1.61% | 11.70% | 9.55% | 8.63% | 9.19% |
| Relative performance ^ | -1.21% | -3.50% | -1.73% | 0.13% | 0.80% | 1.15% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses