Performance
Optar Capital Australian Concentrated Fund
| September 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Concentrated Fund | -1.83% | 2.00% | 14.21% | 12.70% | 11.46% | 12.36% |
| ASX 200 Accum. Index | -2.42% | 1.33% | 2.68% | 11.41% | 7.69% | 9.29% |
| Relative performance ^ | 0.59% | 0.67% | 11.52% | 1.29% | 3.77% | 3.07% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
| September 2026 | 1 Mth | 3 Mths | 1 Year | 3 Yrs (p.a.) | 5 Yrs (p.a.) | Inception (p.a.) * |
|---|---|---|---|---|---|---|
| Research Fund | -1.52% | 2.68% | 9.40% | 12.56% | 10.86% | 11.40% |
| ASX 200 Accum. Index | -2.42% | 1.33% | 2.68% | 11.41% | 7.69% | 9.29% |
| Relative performance ^ | 0.89% | 1.35% | 6.72% | 1.15% | 3.17% | 2.11% |
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses