The Company is managed by Anpero Capital Limited, an experienced team with a combined wine investment track record of more than 65 years. The Company’s sister fund, The Wine Investment Fund, has average annualised returns of 7.4% since initial NAV in 2004 (as at 31 December 2016).
Exceptional Experience: The team has a unique blend of wine market knowledge, financial market background and analytical ability.
Prompt Tax Certificates: The Company is already trading, therefore tax certificates are quickly available.
Exit: An exit can be achieved for investors by way of sale or liquidation of the wine stock.
Fine Wine as an asset class has outperformed equities, gold and oil over the last 28 years, with lower volatility and low correlation to these assets, therefore potentially offering risk reducing portfolio diversification (Source: Huntsman Wine’s internal comparison of Liv-ex Fine Wine Investables versus FTSE 100, Dow Jones, Oil and Gold.)
2016 saw the start of a recovery in fine wine prices, following a long downturn and then a period of stabilisation. Sterling’s weakness helped, with the market reacting well to the UK’s decision to leave the EU. Underlying conditions were also favourable: buyers from the USA and China returned in force, while supply tightened. Wine also benefits from the low returns elsewhere and, as a physical asset, from political/ economic uncertainty, including the return of inflation.
Prices have still not returned to their peak (especially and importantly in dollars), so from several angles the outlook for the asset class is positive.
If you would like more information about Wine EIS, please contact us on 020 7843 0470.
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