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Octopus Australia is on a mission to accelerate Australia’s energy transition, delivering a more sustainable future while providing attractive risk-adjusted returns for investors. Our Funds’ core strategy is focused around building a diverse, multi-state, multi-technology portfolio of Australian renewable energy assets.
Octopus Australia Sustainable Investments Fund (OASIS)
OASIS is an open-ended unregistered wholesale Australian unit trust, focusing on providing investors with exposure to a diversified portfolio of Australian clean energy infrastructure assets through its investment in development, construction and operational renewable energy projects.
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.
Key features
Target total return
10-12% p.a.
Minimum suggested investment timeframe
5-7 years
Target distributions
Bi-annual
Fund term
Open ended
Minimum investment
$100,000
Investment open to
Institutional and wholesale investors
Octopus Renewable Energy Opportunities Fund (OREO)
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.
Key features
Target total return
7% p.a.
Target yield
4-5% p.a.
Target distributions
Bi-annual
Fund term
Open ended
Minimum investment
$100,000
Investment open to
Wholesale investors
Fund ratings
In December 2023, our two funds OASIS and OREO, received ‘Recommended’ ratings from Zenith Investment Partners, the first ratings issued by Zenith to a renewable energy fund.1 Zenith’s report commented: “Zenith considers the Funds an attractive and highly differentiated offering owing to OA’s extensive experience in energy markets and the detailed and intuitive investment process.”
Recent video updates
Dulacca Wind Farm and Development Update
October 2023
Hear from our Senior Investment and Senior Commercial Managers who introduce our newest operational asset as well as dive into what is happening in our development portfolio.
ESG and Impact Update
April 2023
Hear from our Senior Portfolio Manager and Head of ESG on the release of our annual impact report.
Energy Market and Portfolio Update
February 2023
Hear from our Co-Heads of Investment and Development on the Australian Energy Market and an update on our portfolio.
Introduction to the Octopus Australia platform
October 2022
Hear from our management team about the platform, seed asset and pipeline.
1The Zenith Investment Partners (ABN 27 103 132 672, AFS Licence 226872) (“Zenith”) rating (APIR PLT0852AU and OOM4081AU assigned December 2023) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines