InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Octopus Australia Sustainable Invms FF - Managed fund profile

Octopus Australia Sustainable Invms FF - Managed Fund

Fund Objective
Exposure to Octopus Australia's portfolio of energy projects and the portfolio's positioning in the energy market will provide investors with sustainable returns and yields through exposure to long dated fixed price energy contracts with credit worthy offtakers (PPAs) as well as exposure to advantages in long term Australian energy market fundamentals.
Fund Strategy
OASIS's objective is to lead investment into Australia's transition towards a renewable energy future. The Fund's core strategy is focused on building a diverse; multi-state; multi-technology portfolio of Australian renewable energy assets. OASIS invests in utility scale renewable energy assets in development; construction and those that are fully operational.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% 1.13% 3.32% 8.81% -% -% -% -%
Growth return 1.13% 1.13% 1.36% 4.47% -% -% -% -%
Income return -% 0% 1.96% 4.34% -% -% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.34% 1.02% 2.13% 4.35% 4.28% 3.67% 2.21% 1.99%
As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
25.45%
Australian Equities
4.28%
International Equities
7.52%
Cash
43.40%
Property
1.93%
Fixed Interest
17.42%

General Information

Fund Details
Type Description
Octopus Australia Sustainable Invms FF
Equity Trustees Ltd
PLT0852AU
Miscellaneous
Not Rated
Investment Fund
8 Dec 2023
n/a
$1.04689 (as at 31 Mar 2025)
$1.04689 (as at 31 Mar 2025)
Open
Offer information
Type Description
Minimum initial investment $100,000

FAQs about the Octopus Australia Sustainable Invms FF

The objective of the Octopus Australia Sustainable Invms FF managed fund is Exposure to Octopus Australia's portfolio of energy projects and the portfolio's positioning in the energy market will provide investors with sustainable returns and yields through exposure to long dated fixed price energy contracts with credit worthy offtakers (PPAs) as well as exposure to advantages in long term Australian energy market fundamentals.

The strategy of the Octopus Australia Sustainable Invms FF managed fund is OASIS's objective is to lead investment into Australia's transition towards a renewable energy future. The Fund's core strategy is focused on building a diverse; multi-state; multi-technology portfolio of Australian renewable energy assets. OASIS invests in utility scale renewable energy assets in development; construction and those that are fully operational.

The APIR code of the Octopus Australia Sustainable Invms FF managed fund is PLT0852AU.

Octopus Australia Sustainable Invms FF’s total return last month was -%. This was made up of a growth return of 1.13% and an income return of -%. These returns were calculated as at 31 Mar 2025.

Octopus Australia Sustainable Invms FF’s total return for the last three months was 1.13%. This was made up of a growth return of 1.13% and an income return of 0%%. These returns were calculated as at 31 Mar 2025.

Octopus Australia Sustainable Invms FF’s one-year total return is 8.81%. This was made up of a growth return of 4.47% and an income return of 4.34%. These returns were calculated as at 31 Mar 2025.

Octopus Australia Sustainable Invms FF’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the Octopus Australia Sustainable Invms FF managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property
0%
Fixed Interest
0%

The Responsible Entity for the Octopus Australia Sustainable Invms FF managed fund is Equity Trustees Ltd.

The Octopus Australia Sustainable Invms FF managed fund belongs to the Miscellaneous sector/asset class.

As at , the size of the Octopus Australia Sustainable Invms FF managed fund was $ million.

The Octopus Australia Sustainable Invms FF managed fund has an inception date of 8 Dec 2023.

The current entry price of the Octopus Australia Sustainable Invms FF managed fund is $1.04689 per unit and the current exit price is $1.04689 per unit (as at 31 Mar 2025).

The current exit price of the Octopus Australia Sustainable Invms FF managed fund is $1.04689 per unit and the current entry price is $1.04689 per unit (as at 31 Mar 2025).

The minimum initial investment amount for the Octopus Australia Sustainable Invms FF managed fund is $100,000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.