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Octopus Australia Sustainable Investments (OASIS)

 

  • Available to: Institutional and wholesale investors
  • Minimum investment: $5 million
  • Structure: Unregistered trust
  • Target return: 9-10% net IRR subject to the risks of the investment
  • Investment strategy: Consolidating a portfolio of construction ready and operational renewable energy assets across Australia

 

 

Octopus Early Stage Innovation Company (Octopus ESIC)

 

  • Available to: Wholesale investors
  • Minimum investment: $300,000
  • Structure: Private company
  • Target return: 6-8% net IRR subject to the risks of the investment
  • Tax benefits: Eligible investors will receive:
    •  20% non-refundable carry forward tax offset, on the initial value of your investment. This tax offset is capped at $200,000 per tax year.
    • Tax free capital gains, if shares in the company are held a minimum of 12 months but less than 10 years.
  • Investment strategy: Focusing on a single renewable energy site, taking the project through construction to operation, while utilising innovative Australian technology to improve the site’s energy generation performance.