Portfolio Performance / Case Studies
Short Term Wine
Investment (6
Month Performance)
Lafite Rothschild 2006
Our client’s
purchased this wine for £4,000 in
January 2010, and as you can see the
wine currently trades upwards of £7,200.
80%+ growth in 8 months tax-free.
Medium
Term Wine Investment (Example 3 Year Portfolio)
(June 2007 - September 2010)
This portfolio has
returned 25.6% annualised returns
Long
Term Wine Investment (10 Year+ Performance)
Lafite Rothschild 1982
