Performance
Optar Capital Australian Concentrated Fund
| August 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Concentrated Fund | 0.36% | 7.83% | 13.90% | 12.45% | 11.88% | 12.68% |
| ASX 200 Accum. Index | 1.54% | 4.54% | 4.43% | 11.25% | 7.81% | 9.64% |
| Relative performance ^ | -1.18% | 3.29% | 9.47% | 1.20% | 4.06% | 3.04% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| August 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Research Fund | 1.64% | 9.07% | 9.64% | 12.16% | 11.06% | 11.71% |
| ASX 200 Accum. Index | 1.54% | 4.54% | 4.43% | 11.25% | 7.81% | 9.64% |
| Relative performance ^ | 0.10% | 4.53% | 5.21% | 0.91% | 3.25% | 2.07% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses