# Octopus Renewables Infrastructure Trust Plc (ORIT)

**Source:** https://fundology.uk/fund/orit · ISIN GB00BJM02935 · Data: TradingView (LSE closes and returns, delayed), issuer documents, ONS CPIH, FCA FIRDS

## At a glance

> Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.

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.

## Summary

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.

Latest close: **£0.613** (30/09/2026).

## Key facts

| Fact | Value |
|---|---|
| Ticker (LSE) | ORIT |
| ISIN | GB00BJM02935 |
| Category | Property & infrastructure |
| Type | Investment trust |
| Domicile | United Kingdom |

## Past returns (periods to 30/09/2026)

After the fund's ongoing charges. "Income reinvested" is total return; "price only" leaves out income paid out. Real returns are after ONS CPIH inflation.

| Window | Return | After CPIH inflation | Measured as |
|---|---|---|---|
| 1 year | -4.07% | -6.68% | price only |
| 3 years | -25.79% | -32.62% | price only |
| 5 years | -42.92% | -54.86% | price only |

Returns: Fundology, from recorded daily closes. Inflation: ONS CPIH, latest month published.

## Calendar-year 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 CPIH inflation | Measured as |
|---|---|---|---|
| 2022 | -9.7% | -17.4% | Price |
| 2023 | -10.0% | -13.6% | Price |
| 2024 | -22.3% | -25.0% | Price |
| 2025 | -15.9% | -18.8% | Price |
| 2026 to 30/09/2026 | +4.3% | +1.3% | Price |

## Risk metrics

| Window | Volatility | Max drawdown |
|---|---|---|
| 1 year | 22.33% | -17.06% |
| 3 years | 23.26% | -41.76% |
| 5 years | 23.02% | -54.31% |

## Largest fall

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.

## Charges & eligibility

- ISA eligible: yes
- SIPP eligible: yes

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Capital at risk. Past performance is not a guide to future returns. The value of investments can fall as well as rise.