Performance
Optar Capital Australian Concentrated Fund
| May 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Concentrated Fund | 5.64% | -0.81% | 16.01% | 12.62% | 11.28% | 12.16% |
| ASX 200 Accum. Index | 1.15% | -4.03% | 6.92% | 11.03% | 8.11% | 9.40% |
| Relative performance ^ | 4.49% | 3.22% | 9.09% | 1.59% | 3.18% | 2.76% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| May 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Research Fund | 4.93% | -2.18% | 11.47% | 11.67% | 10.24% | 10.90% |
| ASX 200 Accum. Index | 1.15% | -4.03% | 6.92% | 11.03% | 8.11% | 9.40% |
| Relative performance ^ | 3.79% | 1.85% | 4.55% | 0.64% | 2.13% | 1.50% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses