Fundology

Investment trust

ORIT Octopus Renewables Infrastructure Trust Plc

ISIN GB00BJM02935London Stock Exchange: ORIT

Latest close

LSE

£0.614

on

As of , at least 15 min delayed

At a glance

As of 13/11/2026, ORIT (Octopus Renewables Infrastructure Trust Plc, ISIN GB00BJM02935) closed at £0.614 on the London Stock Exchange. Over the five years to 13/11/2026 its price changed by −42.9% (income paid out is not included), or −55.5% after UK CPIH inflation.

Past returns

Change in the fund’s price, after its ongoing charges. Any income paid out is not included. Periods to .
1 year to 13/11/2026
+6.2%
+2.5% after inflation
3 years to 13/11/2026
−32.5%
−39.0% after inflation
5 years to 13/11/2026
−42.9%
−55.5% after inflation

£1,000 put in five years ago would have been worth about £571 on 13/11/2026 — about £445 in today’s spending power, once price rises are taken out. Past performance is not a guide to future returns.

Returns: worked out from recorded daily closes. Inflation: UK CPIH, latest month published.

How we work it out:ReturnsReturns after inflationTotal returnReal returnCPIH

Calendar-year and 12-month returns

Calendar-year returns of Octopus Renewables Infrastructure Trust Plc in pounds (price only, income paid out not included): 2022 −9.7%, 2023 −10.0%, 2024 −24.4%, 2025 −9.0%; 2026 to 13/11/2026 −0.8%. Returns of Octopus Renewables Infrastructure Trust Plc in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: −4.1%; to 30/09/2025: −18.5%; to 30/09/2024: −10.5%; to 30/09/2023: −13.6%; to 30/09/2022: −5.6%.

Calendar-year returns of ORIT, in pounds (price only — income paid out is not included), to 13/11/2026
YearReturnAfter inflationReturn shown as a bar
to −0.8%−4.0%
to −9.0%−12.1%
to −24.4%−27.0%
−10.0%−13.6%
−9.7%−17.4%
Returns of ORIT over 12-month periods to 30/09/2026, in pounds (price only — income paid out is not included)
12 months toReturnAfter inflation
from −4.1%−7.5%
from −18.5%−21.7%
from −10.5%−12.8%
from −13.6%−18.8%
from −5.6%−13.2%

As of , inflation: UK CPIH

How we work it out:Calendar-year returnsWhat a calendar-year return isAccumulating and distributing

Risk: volatility and largest fall

How far the price has swung and fallen. The same record as the returns, in pounds.

Volatility (annualised)

22.8%over 5 years

Volatility, annualised from weekly returns, by period
1 year21.8%
3 years22.9%
5 years22.8%

Annualised from weekly returns. Higher means bumpier.

Largest fall since November 2021
−54.3%
From to
Lowest 12-month return
−33.5%
12 months to
Highest 12-month return
+8.9%
12 months to
Below its highest weekly close since November 2021
47.1%
High of , latest

In words: Volatility of Octopus Renewables Infrastructure Trust Plc in pounds, annualised from weekly returns to 13/11/2026: 21.8% over 1 year, 22.9% over 3 years, 22.8% over 5 years. Largest fall in the price of Octopus Renewables Infrastructure Trust Plc since November 2021, in pounds: −54.3% from 26/08/2022 to 03/04/2026. The lowest 12-month return of Octopus Renewables Infrastructure Trust Plc in pounds (price only, income paid out not included) since January 2021 was −33.5% (12 months to 24/05/2024); the highest was +8.9% (12 months to 23/05/2025). On 13/11/2026 the price of Octopus Renewables Infrastructure Trust Plc was 47.1% below its highest weekly close since November 2021 (29/04/2022), in pounds.

As of , price only — income paid out is not included

How we work it out:Risk figuresFallsVolatilityLargest fall

In plain English

Octopus Renewables Infrastructure Trust Plc is an investment trust.

You buy and sell it through a share-dealing account or platform during stock-market hours, like a share.

Property & infrastructure: Property companies (REITs) and infrastructure such as energy networks, roads and data centres.

Terms:Investment trustShare classISIN

Key facts

Ticker
ORIT
ISIN
GB00BJM02935
Structure
Investment trust
A company listed on the stock exchange that invests in other assets; its price can differ from the value of what it holds.
Domicile
United Kingdom
Can usually be held in
ISA and SIPP
Check with your platform: each decides which funds it offers.
Currency hedged
No
Price currency
Pounds (GBP)

Price chart

Closing price
£0.61+5.9% over 1 year · closing price
ORIT closing price: £0.58 on 14/11/2025, £0.61 on 13/11/2026 (+5.9%); low £0.53, high £0.67.

Over the last year, the closing price went from £0.58 on 14/11/2025 to £0.614 on 13/11/2026 (+5.9%). The lowest close shown was £0.53 on 03/04/2026 and the highest £0.666 on 19/06/2026.

One close a week. Before 31/07/2026 the closes are from the weekly price history for this listing; from then on, the closing prices we have recorded. Price only — income paid out is not included.

As of , at least 15 min delayed

Five years of prices, and after inflation

262 weekly closes, from 12/11/2021 to 13/11/2026. The same history in November 2026 pounds, adjusted with CPIH inflation.

Create a free account to see the 5-year price chart and the after-inflation chart

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How we work it out:Prices and returnsNAV and price

Risk and return in depth

Ratios that weigh return against its ups and downs, every rolling period rather than a few fixed ones, and each large fall with how long it took to recover.
  • Sharpe, Sortino and Calmar ratios

    Sharpe, Sortino and Calmar ratios over 1, 3 and 5 years, from weekly returns in pounds.

    With a free account
  • Rolling returns

    The full range of 254 rolling 12-month returns since January 2021, and of 150 rolling three-year returns, in pounds, with how often they were above zero.

    With a free account
  • Largest falls and recoveries

    The 3 largest falls since November 2021, in pounds, with how many weeks each took to reach its low and to recover.

    With a free account

Create a free account to see the risk ratios, every rolling return and each large fall and its recovery

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  • Moves compared with a similar fund

    Correlation and beta of weekly returns in pounds against iShares Core MSCI World UCITS ETF, over the three years to 13/11/2026 (154 weeks).

    Pro

Pro — currently by invitation

Pro includes moves against a comparable fund

Pro is open by invitation while it is being built. There is nothing to buy. To ask about access, email [email protected].

Questions people ask

What is the ISIN of ORIT?

The ISIN of ORIT is GB00BJM02935. An ISIN identifies one exact share class of a fund; ORIT is its ticker on the London Stock Exchange.

What were ORIT’s returns in each of the last five years?

Calendar-year returns of ORIT in pounds (price only, income paid out not included): 2022 −9.7%, 2023 −10.0%, 2024 −24.4%, 2025 −9.0%; 2026 to 13/11/2026 −0.8%. Past performance is not a guide to future returns.

How has ORIT done after inflation?

Over the five years to 13/11/2026 ORIT’s price changed by −42.9% (income paid out is not included), or −55.5% after UK CPIH inflation. Past performance is not a guide to future returns.

Similar funds

More property and infrastructure funds, largest first. Size is a fact, not a verdict.

Fund documents and methods

Methodology:ReturnsCategoriesAll methods

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