WHY CHOOSE US?

The Wine Investment Fund works with institutions, financial intermediaries and private investors worldwide. It's the world's first independent wine investment fund with an absolute track record.

Greater expertise means great performance.
Our success is driven by our core philosophy and process, the Price Step Theory.T The principle is based on the observation that certain fine wines do not increase in value in a linear fashion - but in quick short bursts over time. As wine stock reduces, so the value increases.

Buying the right stock at the right price.
With decades of expertise, you can trust us to buy the right wine at the right time and price. What's more, the same stock through a merchant could cost you up to 35% more.

A tax efficient investment.*
The wines we buy do not attract duty, VAT, or capital gains charge, either. * based on current tax legislation which is subject to change at any time.

Diversify your portfolio.
An investment in wine shows only a weak correlation with the performance of other asset classes - producing a stabilising effect on your overall investment portfolio.

Performance with lower risk.
During the financial turmoil of 2008, we outperformed the FTSE 100 index by 26% and outperformed the benchmark Liv-ex 100 wine index by 10%. At the same time our volatility was more than 30% lower than either index.

Regulation.
The Fund is an "unregulated collective investment scheme" as defined in s235 FSMA and has not been approved by the FSA or any other regulatory authority. The Fund's promotion is subject to strict controls by authorised persons and, accordingly, can only be marketed to eligible investors including, but not limited to: (a) "established" or "newly accepted" investors of any such authorised person in respect of whom that authorised person has taken reasonable steps to ensure that an investment in the Fund is suitable within the meaning of the FSA's Conduct of Business Sourcebook 4.12 and "professional clients" and "eligible counterparties" of such authorised person; (b) "investment professionals" within the meaning of article 14 of FSMA; (c) "high net worth companies, unincorporated associations, partnerships or trustees of high value trusts" within the meaning of article 22 of the Promotion of Collective Investment Schemes (Exemptions) Order 2001; or (d) "sophisticated investors " within the meaning of article 23 of the Promotion of Collective Investment Schemes (Exemptions) Order 2001, being a person who has a current certificate in writing or other legible form signed by an authorised person to the effect that he is sufficiently knowledgeable to understand the risks associated with participating in unregulated schemes.