Portfolios are valued independently by Liv-ex.com, the fine wine exchange
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Portfolio % change since inception, as at 30 June 2008 |
| Tranche |
Term |
Total Return |
Average per Month |
Annualised Returns |
| 2003 |
Aug 2003 to Aug 2008 |
Being returned to cash |
1.56% |
19.98% |
| 2004 |
Aug 2004 to Aug 2009 |
156.57% |
2.06% |
27.86% |
| 2005(1) |
Aug 2005 to Aug 2010 |
109.62% |
2.30% |
30.88% |
| 2005(2) |
Dec 2005 to Dec 2010 |
84.53% |
2.16% |
27.77% |
| 2006(1) |
May 2006 to May 2011 |
56.51% |
1.85% |
23.99% |
| 2006(2) |
Jun 2006 to Jun 2011 |
58.18% |
1.92% |
25.77% |
| 2006(3) |
Aug 2006 to Aug 2011 |
33.98% |
1.34% |
17.30% |
| 2006(4) |
Nov 2006 to Nov 2011 |
35.65% |
1.73% |
21.24% |
| 2007(1) |
Apr 2007 to Apr 2012 |
10.07% |
0.93% |
8.58% |
| 2007(2) |
Aug 2007 to Aug 2012 |
1.97% |
0.27% |
2.37% |
| 2007(3) |
Dec 2007 to Dec 2012 |
3.48% |
1.11% |
7.07% |
© 2003 - 2008 The Wine Investment Fund.
All rights reserved.
