Portfolios are valued independently by Liv-ex.com, the fine wine exchange
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Portfolio % change since inception, as at 30 Sept 2008 |
| Tranche |
Term |
Total Return |
Average per Month |
Annualised Returns |
| 2003 |
Aug 2003 to Aug 2008 |
108.61% paid out |
|
|
| 2004 |
Aug 2004 to Aug 2009 |
168.31% |
1.99% |
26.73% |
| 2005(1) |
Aug 2005 to Aug 2010 |
120.11% |
2.15% |
29.16% |
| 2005(2) |
Dec 2005 to Dec 2010 |
94.99% |
1.98% |
26.58% |
| 2006(1) |
May 2006 to May 2011 |
60.21% |
1.64% |
21.54% |
| 2006(2) |
Jun 2006 to Jun 2011 |
63.09% |
1.76% |
23.33% |
| 2006(3) |
Aug 2006 to Aug 2011 |
38.29% |
1.25% |
16.12% |
| 2006(4) |
Nov 2006 to Nov 2011 |
41.54% |
1.52% |
19.89% |
| 2007(1) |
Apr 2007 to Apr 2012 |
14.97% |
0.77% |
9.72% |
| 2007(2) |
Aug 2007 to Aug 2012 |
3.68% |
0.26% |
3.15% |
| 2007(3) |
Dec 2007 to Dec 2012 |
8.88% |
0.85% |
10.75% |
© 2003 - 2008 The Wine Investment Fund.
All rights reserved.
