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What’s the Secret?
The key to fine wine's performance as an investment is simple.
Only a finite number of investment-grade wines can be produced every year, the quality of which varies from vintage to vintage.
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As the wines improve with age and bottles are consumed or damaged, they become increasingly scarce.
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As global wealth increases, so too does demand for high-end wine.
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This combination of ever increasing scarcity and growing demand helps to drive prices higher.
300% Total Returns
Since 2004, the Liv-ex 1000 has achieved total returns of 300%
Fine wine, especially on a regional level, compares favourably to mainstream equity indices even when factoring in dividend reinvestment.
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Uncorrelated Returns
Fine wine is uncorrelated to traditional asset classes, making it a valuable portfolio diversifier.
Book A CallLow Volatility
Fine wine's return profile is accompanied by lower volatility than many mainstream and alternative assets.
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CGT Exemptions
In many cases in the UK, fine wine is regarded by HMRC as a "wasting asset". Wasting assets are regarded as those with a useful life of less than 50 years.
In these circumstances, no capital gains tax is payable. This exemption carries through to assets held within a tax-transparent vehicle.
Regional Diversification
Each investment-grade wine region performs slightly differently to one another, allowing for further diversification within the asset class itself.
This is in contrast to commodities like oil, and more akin to a "mini stock market".
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