Performance
Optar Capital Australian Concentrated Fund
| August 2023 | 1 Mth | 3 Mths | 6 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|---|
| Concentrated Fund | 0.11% | 8.24% | 8.31% | 15.38% | 19.70% | 8.66% | 12.78% |
| ASX 200 Accum. Index | -0.73% | 3.92% | 3.00% | 9.56% | 10.68% | 7.01% | 8.95% |
| Relative performance ^ | 0.84% | 4.32% | 5.30% | 5.82% | 9.02% | 1.65% | 3.83% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| August 2023 | 1 Mth | 3 Mths | 6 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|---|
| Research Fund | -0.02% | 7.63% | 9.27% | 15.42% | 17.28% | 8.13% | 11.33% |
| ASX 200 Accum. Index | -0.73% | 3.92% | 3.00% | 9.56% | 10.68% | 7.01% | 8.95% |
| Relative performance ^ | 0.71% | 3.71% | 6.27% | 5.86% | 6.60% | 1.12% | 2.38% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses