Octopus Renewables Infrastructure Trust PLC (ORIT)

Category Infrastructure Direct
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell

53.00p

Buy

59.60p

arrow-up1.20p (+2.27%)

Discount/Premium

-42.44%

Estimated NAV

93.82p

Prices updated at 01 Apr 2026, 16:35 BST
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Prices in GBX
Investment objective
The Company will seek to achieve its investment objective through investment in renewable energy assets in Europe and Australia, comprising (i) predominantly assets which generate electricity from renewable energy sources, with a particular focus on onshore and offshore wind farms and photovoltaic solar parks, and (ii) non-generation renewable energy related assets and businesses (together Renewable Energy Assets).
FTSE All-Share
arrow-up1.9%
LSE
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year
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This fundPeer group index
31 Mar 15 - 31 Mar 16--
31 Mar 16 - 31 Mar 17--
31 Mar 17 - 31 Mar 18--
31 Mar 18 - 31 Mar 19--
31 Mar 19 - 31 Mar 20--
31 Mar 20 - 31 Mar 2111.669.72
31 Mar 21 - 31 Mar 222.819.63
31 Mar 22 - 31 Mar 23-10.91-4.58
31 Mar 23 - 31 Mar 24-19.86-24.77
31 Mar 24 - 31 Mar 25-2.77-2.32
31 Mar 25 - 31 Mar 26-9.21-5.69

Primary benchmark: FTSE 250

Peer group index: Morningstar IT Renewable Energy Infrastructure

Trailing returns (%)

Year
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This fundPeer group index
1 Day2.270.18
1 Month--4.78
3 Months-9.21-3.93
6 Months-9.33-12.60
1 Year-8.30-6.32
3 Years annualised-10.23-11.45
5 Years annualised-8.06-6.26

Primary benchmark: FTSE 250

Peer group index: Morningstar IT Renewable Energy Infrastructure

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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