Performance
Optar Capital Australian Concentrated Fund
| September 2021 | 1 Mth | 3 Mths | 6 Mths | 1 Year | 3 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Concentrated Fund | 0.01% | 3.29% | 8.33% | 44.45% | 7.38% | 13.50% |
| ASX 200 Accum. Index | -1.85% | 1.71% | 10.14% | 30.56% | 9.65% | 11.10% |
| Relative performance ^ | 1.87% | 1.58% | -1.81% | 13.90% | -2.27% | 2.41% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| September 2021 | 1 Mth | 3 Mths | 6 Mths | 1 Year | 3 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Research Fund | -0.63% | 2.49% | 7.48% | 37.82% | 7.04% | 11.94% |
| ASX 200 Accum. Index | -1.85% | 1.71% | 10.14% | 30.56% | 9.65% | 11.10% |
| Relative performance ^ | 1.23% | 0.78% | -2.66% | 7.26% | -2.61% | 0.84% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses