Performance
Optar Capital Australian Concentrated Fund
| July 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Concentrated Fund | 3.55% | 13.41% | 18.62% | 12.36% | 12.05% | 12.75% |
| ASX 200 Accum. Index | 2.26% | 4.13% | 6.03% | 10.41% | 8.02% | 9.55% |
| Relative performance ^ | 1.29% | 9.28% | 12.58% | 1.95% | 4.03% | 3.20% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| July 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Research Fund | 2.58% | 12.60% | 14.50% | 11.54% | 10.94% | 11.52% |
| ASX 200 Accum. Index | 2.26% | 4.13% | 6.03% | 10.41% | 8.02% | 9.55% |
| Relative performance ^ | 0.32% | 8.47% | 8.46% | 1.13% | 2.92% | 1.96% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses