Investment
Points
Investment length
- We recommend a minimum investment term of 18
months. The past two years have seen significant returns
realised in the short term of anywhere between 6-12
months, but this should not be considered an exact time
period for every vintage.
Growth Rate - Traditionally the average across
all investment wines has been between 16-18% compound
interest. The best wines have accrued this type of
percentage in a matter of months over the past couple of
years but this is specific to individual selections.
Storage – We will sell the wine to you in bond
(London City Bond) (i.e. excluding duty and VAT). We
will cover storage costs within the portfolio price,
which includes insurance at replacement value. Wines
are stored in expert controlled temperature and humidity
conditions.
Provenance – The highest profits in wine
investment are achieved with certified provenance, this
means original perfect stock from certified sources. We
only work with certified products, ensuring the highest
price will be achieved upon sale.
Selling - We sell under bond, which means you do
not pay UK duty and VAT.
Capital Gains – We are able to offer you expert
advice on the Bordeaux market, using information from
experts within the industry but it is suggested you
speak to an IFA or Accountant regarding tax. Wine is
considered exempt from CGT charges as it is classed as a
wasting asset rather than chattel.
Investment Amount - The minimum investment amount
is around £3,000. Given the overview of the market at
present, the best returns can be made on the top 1% such
as the 1st growths of Bordeaux from the classic
vintages. Prices per case of these types of wines start
at around £3,000 per dozen, and go up to around £40,000
per dozen for very rare vintages nearing their
acceleration point in value.
Three Types Of Investment
1) Low Capital, Average Growth
This is
generally aimed at en-primeur (new vintages) and long
term holdings. This is a tried and tested route for the
conservative investor.
2) Medium Capital, High Growth
Blue-chip Bordeaux is uncorrelated with the economy and
has an investment history going back hundreds of years.
This means it is very high demand and the difficulty is
in sourcing larger volumes for investment. These have a
global market as opposed to a just a UK or European
market.
3) High Capital, Exceptional Growth
Pétrus, Lafite Rothschild, Le Pin are some of the
infamous names with a minimum of £5,000 per case leading
up to around the £50,000 mark for the rarest selections.
These are the rarest, lowest production wines. Very high
demand and ‘cult’ adoration, these wines reach
astronomical prices and retain historical worth for an
infinite amount of time.
HOME |
TERMS & CONDITIONS
| FAQ
| CONTACT US
|
