Octopus Renewable Energy Opportunities Fund (OREO)
Wholesale Investors Only

Octopus Renewable Energy Opportunities Fund (OREO)

Octopus Renewable Energy Opportunities Fund (OREO)

The portfolio provides investors with access to institutional quality renewable energy assets, spanning multiple technologies, and multiple jurisdictions.

Octopus Renewable Energy Opportunities Fund (OREO)
Min. Investment
$100,000
Objective
Growth and Income
Structure
Managed Fund
Asset Class
Alternative Investment
Liquidity
Unlisted liquid
Closing Date
Open Ended
View More Details
Min. Investment
$100,000
Objective
Growth and Income
Structure
Managed Fund
Asset Class
Alternative Investment
Liquidity
Unlisted liquid
Closing Date
Open Ended
Industry
ESG/​Socially Responsible/​Impact, Infrastructure, Mining, Resources & Energy
Funding Stage
Unlisted Early-Stage Fund
Security Type
Unit in a trust
Target Capital
N/​A
Availability
Open for investment

Management Fees
0.95% p.a. of NAV
Performance Fees
20% of outperformance of hurdle
Hurdle
7.0% of Net IRR
Target Total Returns
7.0% p.a.
Redemptions
Quarterly Opportunities
Distributions
Bi-Annually

Octopus Renewable Energy Opportunities Fund (OREO) offers investors exposure to a diversified portfolio of operational and construction-ready renewable energy assets in Australia.

 

The fund aims to generate steady returns through long-term power purchase agreements and active participation in the Australian energy market.

 

With a focus on yield, diversification, and strategic portfolio management, OREO presents a compelling investment opportunity in the growing renewable energy sector.

OREO offers investors exposure to a diversified portfolio of operational and construction ready assets, with a focus on yield. The portfolio provides investors with access to institutional quality renewable energy assets, spanning multiple technologies, and multiple jurisdictions.
 
Revenue for the portfolio is generated through a mixture of the sale of energy via long term / fixed price contracts (“Power Purchase Agreements”) and wholesale energy trading.

Octopus Australia is a renewable energy fund manager and developer harnessing capital and expertise to accelerate the energy transition, with an operating and development portfolio of over $11bn across wind, solar and battery storage. Octopus Australia is more than just an investment manager, we take a data and technology driven approach to constructing an energy portfolio designed for Australia's clean energy future. Our team of over 55 highly skilled professionals across Melbourne and Sydney, have a unique blend of skills and expertise covering all facets of the renewable energy industry. This allows us to manage projects across their entire lifecycle and create an integrated portfolio of renewable energy and storage assets.

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This offer of scheme interests is available to wholesale clients only. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.

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