FINE WINE INVESTMENT
Discover the best kept secret in the alternative investment space. With low correlation to traditional equity markets, fine wine investment is soaring to new heights.
Whether you are an amateur collector looking to get more serious or are a new investor seeking to get started, our mission is to deliver exceptional investment experience, focused on generating strong, long-term performance that can play an valuable role in diversifying your investment portfolio.Â
- Solid returns
- Low correlation to traditional assets
- Historically low volatility
CHAT TO ONE OF OUR INVESTMENT EXPERTS
How does it compare to other major assets?
In 2022, fine wine has been stable in the face of increasingly severe headwinds. Fine wine is an inherently low volatility investment. This gives it advantages over mainstream assets especially in turbulent economic times. In 2022 it proved its worth, with the Liv-ex Fine Wine 1000 hitting new highs with a +13.1% index performance, whilst S&P dropped by more than 17% over the same period.
At Cru Wine, we believe that fine wine can form a permanent component of a long-term investment portfolio with the potential to deliver positive returns through shifts in inflation and other economic downturns.Â
Why you should invest in fine wine
Solid Returns:
In the last 10 years, fine wine has seen a growth of 137% and the market has returned 7.3% on average per annum.
Asset Backed Investment:
Fine wine has an inherent, physical value, which can act as a safe haven for investors during periods of economic uncertainty.
Low Risk & Stable Returns:
Low historical volatility helps de risk the overall investment portfolio and, with a stable return profile, improve risk adjusted returns.
Low Correlation to Traditional Assets:
Which means wine can provide protection in market downturns and act as a hedge against inflation.
Tax Efficiency:
Wine is considered a wasting asset, generally qualifying for exemption from Capital Gains Tax in the UK.
Ever Growing Demand:
A finite supply of fine wine drives pricing on the secondary market and creates a compelling investment opportunity.
What our clients say...
Why invest with Cru Wine?
We offer a fully-managed portfolio service, backed by a state-of-the-art digital platform and a team of investment managers with more than 30 years of experience combined. The current investment team has delivered an impressive average of 11.8% PA.
Fill in the form below and you’ll receive the Cru Wine Fine Wine Investment Brochure. The guide will provide you with a clear overview of the benefits and process of investing in fine wine and show you everything you need to know to start your first investment.
Investment Opportunities in Bordeaux
Header image copyright: Domain Clarence Dillon Investment Opportunities in Bordeaux Following the recent correction in the wine investment market and
Q1 2023 Fine Wine Market Report
FINE WINE MARKET REPORT | Q1 2023 Lenin famously said, “There are decades where nothing happens; and there are weeks
Financial Times – Wine investors savour top Burgundies and vintage Champagne
Last month, our CEO, Gregory Swartberg, sat down with Laurence Fletcher from the Financial Times, to discuss the fine wine
Why Your Investment Portfolio Needs Fine Wine
As an investor, you must never put all your eggs in only one basket. This means you should not invest
En Primeur Wine: What are They and Why Invest in Them?
If you’re like most wine enthusiasts, you’ve probably heard of the term “en primeur.” But what does it actually mean?
Fine Wine Investment a safe haven during the economic downturn
Our CEO Gregory Swartberg sat down with Abode2 Magazine earlier in the month to discuss the benefits of wine as
