Portfolio Diversification

ORIT is the only genuinely diversified investment trust of meaningful scale in the renewables and energy transition space

Our Portfolio Breakdown

6

Countries

as of Q4 2023
  • UK
  • Ireland
  • France
  • Finland
  • Germany
  • Sweden

Country Split

(total value of all investments)

Technology Split

5

Technologies

as of Q4 2023
  • Onshore Wind
  • Offshore Wind
  • Solar
  • Battery Storage
  • Hydrogen (HYRO)

3

Asset Phases

as of Q4 2023
  • Operational
  • Construction
  • Development

Asset Split

Importance of Diversification

Diversification reduces investment risk. Solar and wind generation are naturally anti-correlated, and the inclusion of other revenue streams from complementary technologies such as battery storage and hydrogen provides further balance to the portfolio. Geographic diversification also reduces exposure to specific weather patterns, and to regulatory risks.

ORIT’s focus on diversification also brings greater opportunities. The ability to invest across a wide range of countries brings a much larger set of potential investments, allowing the Investment Manager to target those offering the best value

Current Portfolio by Technology

Onshore Wind

Capacity Owned
251MW
Percentage Capacity Within Portfolio
30%
Number of Sites
7
Number of Turbines
66
Number of Countries
5
Countries
UK, France, Sweden, Finland, Germany
Number of Assets Acquired at Construction Stage
3 in portfolio and 2 Polish exited assets

Offshore Wind

Capacity Owned
42MW
Percentage Capacity Within Portfolio
5%
Number of Sites
1
Number of Turbines
75
Number of Countries
1
Countries
UK
Number of Assets Acquired at Construction Stage
0

Solar

Capacity Owned
551MW
Percentage Capacity Within Portfolio
65%
Number of Sites
28
Number of Panels
1,220,614
Number of Countries
3
Countries
UK, France, Ireland
Number of Assets Acquired at Construction Stage
1 Excluding the 5 Irish sites for which ORIT provided/is providing construction oversight

Battery Storage

Capacity Owned
6MW
Percentage Capacity Within Portfolio
1%
Number of Sites
1
Number of Countries
1
Countries
UK
Number of Assets Acquired at Construction Stage
1

Technology Diversification Evolution

(total value of all investments)
ORIT’s investment strategy was designed to deliver the benefits of a portfolio balanced between wind and solar generation, the key technologies which will power the globe in the future. Alongside these core technologies, ORIT has invested into complementary technologies such as battery storage and green hydrogen to provide further diversification

Country Diversification Evolution

ORIT’s geographically diverse portfolio offers the benefits of reduced concentration to individual weather patterns and regulatory regimes, whilst focusing on the largest and most established markets for renewable energy generation in Europe and leveraging the deep networks of our Investment Manager

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