YCO1: FINE WINE
(Investment window open until 30th June, 2018)

The wealthy person you work for makes their money by investing. Some of that goes on fine wines, classic cars, art… Don’t be fooled. These are investments too.

Over the past 30 years, The Liv-ex Fine Wine Investables Index grew by an average of 10.6% per year. The FTSE stock market only managed an average 4.7% per year in that time. Gold performed even worse: an average of 3.6% per year.

The increase in the value of fine wine shouldn’t come as a surprise. Each vintage gets scarcer each time a bottle is opened and the market (= demand) is growing rapidly year on year. On top of that, as a fine wine matures and improves, its value naturally increases as well.

Benefits of Investing in Fine Wine

Great returns

The Liv-ex Fine Wine Investables Index went up annually by 10.6% on average between 1988 and 2017. By comparison, the FTSE 100 went up 4.7% per year on average and gold 3.6% per year on average. (Beware: history is no guarantee of future performance.)

Excellent risk management

The value of fine wine has very little correlation with stock market values. It also tends to respond well to economic dips and uncertainty. Fine wine values went up during the 2008 recession and after Brexit was announced. In other words, investing in wine is a great way to reduce volatility in your overall investment portfolio.

The Benefits of Investing in this Wine Opportunity

Getting the right wines

This opportunity invests with a wine fund that has scored above average value growth in the wines it has selected to invest in. You might know a good claret when you taste one, but do you know which ones will probably perform best as an investment?

Balancing your risk

This opportunity will invest your money in a range of carefully selected wines, reducing your exposure to value fluctuations. Over time, the fund will also rebalance the portfolio to ensure stability by adding and deleting wines.

Lower costs

Investing in wine through a fund typically costs much less than if you were to invest directly through a merchant. A merchant has costs they pass on to you. A fund’s fees are aligned with you. While there are admin costs, most of the money you pay to a fund for running your investment are calculated based on the profit you make.

Hassle-free logistics

Where do you keep the wine? How do you check that the wine is what you ordered? And that it isn’t faulty? We use a fund that takes care of all that and keeps wine in the securest wine storage facility in the world. Guess what? That also keeps the insurance costs down. As a private collector/investor, you’d be looking at much higher insurance costs.

YCO1: Fine Wine in a nutshell

We’ve partnered with The Wine Investment Fund to bring you this first YFSOL Classic Opportunity.

The minimum investment is £10,000 for existing Polaris clients and £25,000 for new ones. There is no upper limit.

The investment window for YCO: Wine 1 closes on 30th June, 2018. But don’t delay if you are interested. The sooner your money is invested, the sooner it is working for you.

To participate, you will need to set up a YFSOL Polaris account if you don’t already have one. Don’t worry. It’s simple and you only need to do it once. We’ll help you.

 

Details


Structure:


The Wine Investment Fund is set up as a mutual fund company in Bermuda


Investment Horizon:
5 years


Valuations:

Portfolios are valued independently by Liv-ex, the fine wine exchange


Redemptions:

At will and settled within 90 days


Base Currency:

Sterling


Minimum Investment:
£10,000
 for existing Polaris clients; £25,000 for new Polaris investors


Manager:

Anpero Capital Limited (owners of The Wine Investment Fund)

 

Your Next Step

If investing in fine wine excites you, get in touch with Clive or Teresa today. They’ll guide you through the process.

The next time you’re drinking a glass of wine, you’ll be enjoying something you love and earning from its investment potential.

Get in touch today.