Fine returns from fine wines

The Wine Investment Fund works with institutions, financial intermediaries and private investors worldwide.

Fine wines can make you money*. It is a fact. And we should know because we are the first independent wine investment fund in the market seeking absolute returns from a professional investment in wine.

We are called The Wine Investment Fund and we buy, hold and then sell some of the finest wines in the world in order to maximise returns.

All the wine we hold is stored in a UK government bonded warehouse which means there is no duty or VAT to pay. There is no UK capital gains charge, either. And on top of that, since we launched, our investments have yielded excellent returns for our investors**.

Our success is driven by our core philosophy formulated by Peter Lunzer, Director, wine adviser and stock picker. With over 28 years experience, Peter has all the expertise needed to select exactly the right stock at the right time and price.

His analytical approach has led to the development of the innovative Price Step TheoryTM which underpins our proprietary investment philosophy.

The principle is based on his observation that certain fine wines, of limited supply, do not increase in value in a linear fashion - but in quick, short bursts over time. As that wine stock is reduced, so the value is dramatically increased. Hence the term Price Step TheoryTM.

With more and more wealthy people around the world drinking fine wine, including many people from the emerging markets, prospects for this type of investment are looking stronger than ever. There is greater absolute demand from a growing number of consumers who are increasingly spread throughout the world.


* Please note that past performance is no guarantee of future performance, that the value of investments may fall as well as rise and that you may not get back the amount originally invested. ** Please see 'Latest Figures' for further information.