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  5. Octopus Renewable Energy Opportunities - Managed fund profile

Octopus Renewable Energy Opportunities - Managed Fund

Fund Objective
OA's objective is to create an integrated portfolio of green energy generation and storage assets which has a defensible position within the Australian energy markets. As such; the portfolio is poised to capture the value in the energy transition by having low-cost renewable energy generation available as incumbent fossil fuel generation retires.
Fund Strategy
OREO'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. The fund invests in utility scale renewable energy assets in construction and those that are fully operational.

Fund Performance Comparison

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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.
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Fees Comparison

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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -% 1.5% 4.58% 9.65% 9.08% -% -% -%
Growth return 1.5% 1.5% 2.73% 5.27% 5.6% -% -% -%
Income return -% 0% 1.85% 4.38% 3.48% -% -% -%
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 Renewable Energy Opportunities
Equity Trustees Ltd
OOM4081AU
Miscellaneous
Not Rated
Investment Fund
7 Jul 2022
n/a
$1.12186 (as at 31 Mar 2025)
$1.12186 (as at 31 Mar 2025)
Open
Offer information
Type Description

FAQs about the Octopus Renewable Energy Opportunities

The objective of the Octopus Renewable Energy Opportunities managed fund is OA's objective is to create an integrated portfolio of green energy generation and storage assets which has a defensible position within the Australian energy markets. As such; the portfolio is poised to capture the value in the energy transition by having low-cost renewable energy generation available as incumbent fossil fuel generation retires.

The strategy of the Octopus Renewable Energy Opportunities managed fund is OREO'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. The fund invests in utility scale renewable energy assets in construction and those that are fully operational.

The APIR code of the Octopus Renewable Energy Opportunities managed fund is OOM4081AU.

Octopus Renewable Energy Opportunities’s total return last month was -%. This was made up of a growth return of 1.5% and an income return of -%. These returns were calculated as at 31 Mar 2025.

Octopus Renewable Energy Opportunities’s total return for the last three months was 1.5%. This was made up of a growth return of 1.5% and an income return of 0%%. These returns were calculated as at 31 Mar 2025.

Octopus Renewable Energy Opportunities’s one-year total return is 9.65%. This was made up of a growth return of 5.27% and an income return of 4.38%. These returns were calculated as at 31 Mar 2025.

Octopus Renewable Energy Opportunities’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 Renewable Energy Opportunities managed fund is :

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

The Responsible Entity for the Octopus Renewable Energy Opportunities managed fund is Equity Trustees Ltd.

The Octopus Renewable Energy Opportunities managed fund belongs to the Miscellaneous sector/asset class.

As at , the size of the Octopus Renewable Energy Opportunities managed fund was $ million.

The Octopus Renewable Energy Opportunities managed fund has an inception date of 7 Jul 2022.

The current entry price of the Octopus Renewable Energy Opportunities managed fund is $1.12186 per unit and the current exit price is $1.12186 per unit (as at 31 Mar 2025).

The current exit price of the Octopus Renewable Energy Opportunities managed fund is $1.12186 per unit and the current entry price is $1.12186 per unit (as at 31 Mar 2025).

The minimum initial investment amount for the Octopus Renewable Energy Opportunities managed fund is $.

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.