Fine wine delivers stable growth over the long term, often delivering stronger returns than traditional assets. So, what is wine investment and how does it work?
Investment wines are tangible assets providing 'real' value based on brand equity, quality and rarity. They have a performance history with a long-term average 10% Compound Annual Growth Rate.
In the last five years the Liv-ex 100 has grown 7.4%, with certain regions and individual wines delivering stronger returns than equities and other assets. The Liv-ex Champagne 50 index rose 33.6% and the Liv-ex Italy 100 benchmark grew 19.6%, ahead of the FTSE 100's 12.8% rise in the same period. (Data: Liv-ex.com, 30.11.2024).
With an established secondary market, astute wine investors have been enjoying tax-efficient returns from fine wine for years and now it's more accessible than ever.
How to get started
The global wine investment market is now worth US$7bn (source: Liv-ex.com October 2024), with a stock exchange function and specialists to guide you.
Simple economics! Each year a limited supply of investment grade fine wine is produced to satisfy growing global demand. Quality improves with age, the wine becomes increasingly rare and prices grow.
Wine investment data
Investing in fine wine will provide you with a number of benefits which include stability, tax efficiency, resilience during periods of economic stress, and strong long-term growth potential which is proven to outperform traditional investments.
As a stable, tangible asset, fine wine performance is not directly correlated with financial markets and can be used to diversify your investment portfolio and shelter your capital from volatility and inflation.
Finally, it's an asset you can enjoy and get passionate about and we are here to make sure you do, with great wine events and vineyard visits.
Discover the benefits
Our one to one service helps you create and benefit from a personalised wine portfolio. Get in touch today to start your journey.
