Investment trust
ORIT Octopus Renewables Infrastructure Trust Plc
ISIN GB00BJM02935London Stock Exchange: ORIT
- Property & infrastructure
- Investment trust
- ISA
- SIPP
Latest close
LSE£0.613
on
Source: TradingView, as of , at least 15 min delayed
At a glance
As of 30/09/2026, ORIT (Octopus Renewables Infrastructure Trust Plc, ISIN GB00BJM02935) closed at £0.613 on the London Stock Exchange. Over the five years to 30/09/2026 its price changed by −42.9% (income paid out is not included), or −54.9% after UK CPIH inflation.
Past returns
- 1 year to 30/09/2026
- −4.1%
- −6.7% after inflation (UK CPIH)
- 3 years to 30/09/2026
- −25.8%
- −32.6% after inflation (UK CPIH)
- 5 years to 30/09/2026
- −42.9%
- −54.9% after inflation (UK CPIH)
£1,000 put in five years ago would have been worth about £571 on 30/09/2026 — about £451 in today’s spending power, once price rises are taken out. Past performance is not a guide to future returns.
Returns: Fundology, from recorded daily closes. Inflation: ONS 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 −22.3%, 2025 −15.9%; 2026 to 30/09/2026 +4.3%. Returns of Octopus Renewables Infrastructure Trust Plc in pounds (price only, income paid out not included) over the 12 months to 30/09/2026: −3.3%; to 30/09/2025: −19.1%; to 30/09/2024: −10.5%; to 30/09/2023: −13.6%; to 30/09/2022: −7.8%.
| Year | Return | After inflation | Return shown as a bar |
|---|---|---|---|
| to | +4.3% | +1.3% | |
| −15.9% | −18.8% | ||
| −22.3% | −25.0% | ||
| −10.0% | −13.6% | ||
| −9.7% | −17.4% |
| 12 months to | Return | After inflation |
|---|---|---|
| from | −3.3% | Not available |
| from | −19.1% | −22.3% |
| from | −10.5% | −12.8% |
| from | −13.6% | −18.8% |
| from | −7.8% | −15.3% |
Source: Fundology, from recorded closes and the data vendor’s weekly price history, as of , inflation: ONS CPIH
How we work it out:Calendar-year returnsWhat a calendar-year return isAccumulating and distributing
Risk: volatility and largest fall
Volatility (annualised)
23.0%over 5 years
| 1 year | 22.3% |
|---|---|
| 3 years | 23.3% |
| 5 years | 23.0% |
Annualised from weekly returns. Higher means bumpier.
- Largest fall since October 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 October 2021
- 47.2%
- High of , latest
In words: Volatility of Octopus Renewables Infrastructure Trust Plc in pounds, annualised from weekly returns to 30/09/2026: 22.3% over 1 year, 23.3% over 3 years, 23.0% over 5 years. Largest fall in the price of Octopus Renewables Infrastructure Trust Plc since October 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 30/09/2026 the price of Octopus Renewables Infrastructure Trust Plc was 47.2% below its highest weekly close since October 2021 (29/04/2022), in pounds.
Source: Fundology, from recorded closes and the data vendor’s weekly price history, 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.
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 be held in
- ISA and SIPP
- Currency hedged
- No
- Price currency
- Pounds (GBP)
- Category
- Property & infrastructure
Price chart
Since 31/07/2026, the closing price went from £0.622 on 31/07/2026 to £0.613 on 30/09/2026 (−1.4%). The lowest close shown was £0.607 on 14/08/2026 and the highest £0.622 on 31/07/2026.
Chart: closing prices we have recorded since 31/07/2026. Price only — income paid out is not included, so the line can end below the total return above.
Source: TradingView, as of , at least 15 min delayed
Five years of prices, and after inflation
10 weekly closes, from 31/07/2026 to 30/09/2026. The same history in September 2026 pounds, adjusted with ONS CPIH inflation.
Create a free account to see the 5-year price chart and the after-inflation chart
Sign-up takes an email address. There is no card to enter and nothing to pay.
How we work it out:Prices and returnsNAV and price
Risk and return in depth
Sharpe, Sortino and Calmar ratios
Sharpe, Sortino and Calmar ratios over 1, 3 and 5 years, from weekly returns in pounds.
With a free accountRolling returns
The full range of 248 rolling 12-month returns since January 2021, and of 144 rolling three-year returns, in pounds, with how often they were above zero.
With a free accountLargest falls and recoveries
The 3 largest falls since October 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
Sign-up takes an email address. There is no card to enter and nothing to pay.
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 30/09/2026 (151 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 −22.3%, 2025 −15.9%; 2026 to 30/09/2026 +4.3%. Past performance is not a guide to future returns.
How has ORIT done after inflation?
Over the five years to 30/09/2026 ORIT’s price changed by −42.9% (income paid out is not included), or −54.9% after UK CPIH inflation. Past performance is not a guide to future returns.
Similar funds
- FGRDFirst Trust Nasdaq Clean Edge Smart Grid Infrastructure UCITS ETF Accum A USD0.70% a year · £1.6bn
- HPROHSBC FTSE EPRA/NAREIT Developed UCITS ETF0.37% a year · £1.4bn
- INFRiShares Global Infrastructure UCITS ETF USD0.65% a year · £1.4bn
- NUCGVanEck Uranium and Nuclear Technologies UCITS ETF Accum A USD0.55% a year · £1.2bn
- 0VQMUBS ETF (CH) SXI Real Estate Funds (CHF) A-dis1.10% a year · £1.2bn
- AINFiShares AI Infrastructure UCITS ETF Accum USD0.35% a year · £808m
- IWDPiShares Developed Markets Property Yield UCITS ETF0.59% a year · £629m
- HPRSHSBC FTSE EPRA/NAREIT DEVELOPED UCITS ETF0.37% a year · £526m
Sources and dates
- Prices
- London Stock Exchange closes via TradingView, at least 15 minutes delayed, latest
- Returns
- Fundology, from recorded closes
- Calendar years, risk
- Fundology, from recorded closes (weekly history from the data vendor where our record is short)
- Inflation
- ONS CPIH, latest month used August 2026
- Identity
- FCA Financial Instruments Reference Data System (FIRDS) and the issuer
Methodology:Data sourcesReturnsCategoriesAll methods
A machine-readable copy of this page: Markdown.