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Who We Are
Investment Philosophy
Fund Performance
Insights
Contact Us
Performance
Optar Capital Australian Concentrated Fund
March 2025
1 Mth
3 Mths
1 Year
3 Yrs (p.a.)
5 Yrs (p.a.)
7 Yrs (p.a.)
Inception (p.a.) *
Concentrated Fund
-3.98%
-2.02%
-0.84%
6.83%
17.43%
8.95%
11.45%
ASX 200 Accum. Index
-3.39%
-2.80%
2.84%
5.62%
13.24%
8.64%
8.90%
Relative performance ^
-0.59%
0.78%
-3.68%
1.21%
4.19%
0.32%
2.54%
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
March 2025
1 Mth
3 Mths
1 Year
3 Yrs (p.a.)
5 Yrs (p.a.)
7 Yrs (p.a.)
Inception (p.a.) *
Research Fund
-3.95%
-2.92%
1.65%
7.08%
17.09%
8.62%
10.39%
ASX 200 Accum. Index
-3.39%
-2.80%
2.84%
5.62%
13.24%
8.64%
8.90%
Relative performance ^
-0.56%
-0.12%
-1.19%
1.46%
3.85%
-0.02%
1.48%
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses