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

Each portfolio needs to generate approximately 1.4% compound growth per month to achieve target. So far, each portfolio has averaged considerably more than this*.

So we are comfortably exceeding our investors’ expectations.

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

In addition, our view is that buying fashionable or trophy wines, which are near the end of their life, is also a risky approach. The price has often peaked and is less likely to yield a strong return.

The sole aim of The Wine Investment Fund is to buy wine that has the potential for achieving a high return. This is why we predominantly choose Bordeaux Cru Classé fine wine.

We buy stock that is at least 4 to 5 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 us and our investors extremely well.

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