InvestSMART

Octopus Renewable Energy Opportunities - Managed Fund

Fund Objective
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 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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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 -% 1.29% 3.08% 5.13% 9.4% 7.62% -% -%
Growth return -0.69% -0.48% 1.06% -0.13% 4.48% 3.19% -% -%
Income return -% 1.77% 2.02% 5.26% 4.92% 4.43% -% -%
Market index (RBA Bank accepted Bills 90 Days)
Total return 0.31% 0.92% 1.82% 3.77% 4.09% 4.08% 2.82% 2.12%
As at 31 Dec 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
18.74%
Australian Equities
5.02%
International Equities
3%
Cash
55.11%
Property & Infrastructure
2.03%
Fixed Interest
16.10%

General Information

Fund Details
Type Description
Octopus Renewable Energy Opportunities
OOM4081AU
Miscellaneous
Not Rated
Investment Fund
7 Jul 2022
n/a
$1.1259 (as at 31 Dec 2025)
$1.1259 (as at 31 Dec 2025)
Open
Offer information
Type Description
MER 0.95% (as at 26 Jan 2024)
Savings plan comments
Redemption comments

FAQs about the Octopus Renewable Energy Opportunities

The objective 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 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 -0.69% and an income return of -%. These returns were calculated as at 31 Dec 2025.

Octopus Renewable Energy Opportunities’s total return for the last three months was 1.29%. This was made up of a growth return of -0.48% and an income return of 1.77%%. These returns were calculated as at 31 Dec 2025.

Octopus Renewable Energy Opportunities’s one-year total return is 5.13%. This was made up of a growth return of -0.13% and an income return of 5.26%. These returns were calculated as at 31 Dec 2025.

Octopus Renewable Energy Opportunities’s one-year total return is 7.62%. This was made up of a growth return of 3.19% and an income return of 4.43%. These returns were calculated as at 31 Dec 2025.

The asset allocation of the Octopus Renewable Energy Opportunities managed fund is :

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

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 $1.1259 per unit and the current exit price is $1.1259 per unit (as at 31 Dec 2025).

The current exit price of the Octopus Renewable Energy Opportunities managed fund is $1.1259 per unit and the current entry price is $1.1259 per unit (as at 31 Dec 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.