Over the years, The Wine Investment Fund has yielded strong results*.

Each portfolio needs to generate approximately 1.2% compound growth per month to achieve target net of fees and expenses. So far, our payouts have considerably exceeded this*.

So we are comfortably meeting our investors’ expectations.

Better still, we select and manage our portfolios in order to reduce risk. For example, we don’t buy wines at the en-primeur stage when the price is typically highly volatile.

In addition, our view is that buying fashionable or trophy wines, or wines which are near the end of their optimum drinking period adds volatility. So we avoid these wines.

The sole aim of The Wine Investment Fund is to buy wine that has the potential for achieving a high return and deliver absolute returns. This is why we predominantly choose wines from the finest Bordeaux Châteaux.

We buy stock that is at least 4 years old and has already established a reputation for being a strong vintage. Just as importantly, there is plenty of it, so there is still huge potential for an increase in value.

It is an approach that has served our investors extremely well.

To view our latest figures click on ‘Performance Figures’ in the menu on the left.