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Who We Are
Investment Philosophy
Fund Performance
Insights
Contact Us
Performance
Optar Capital Australian Concentrated Fund
July 2022
1 Mth
3 Mths
6 Mths
1 Year
3 Yrs (p.a.)
5 Yrs (p.a.)
Inception (p.a.) *
Concentrated Fund
3.62%
-7.19%
7.05%
4.41%
6.12%
8.25%
11.88%
ASX 200 Accum. Index
5.75%
-6.04%
1.71%
-2.17%
4.27%
8.03%
8.77%
Relative performance ^
-2.13%
-1.15%
5.34%
6.58%
1.85%
0.22%
3.12%
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses
Optar Capital Australian Research Fund
July 2022
1 Mth
3 Mths
6 Mths
1 Year
3 Yrs (p.a.)
5 Yrs (p.a.)
Inception (p.a.) *
Research Fund
3.81%
-7.20%
6.05%
1.90%
5.16%
7.52%
10.28%
ASX 200 Accum. Index
5.75%
-6.04%
1.71%
-2.17%
4.27%
8.03%
8.77%
Relative performance ^
-1.94%
-1.16%
4.34%
4.07%
0.89%
-0.51%
1.51%
* Inception date 20/9/2016 ^ preliminary numbers before fees and expenses