Wine Investment - a not so alternative investment for Oil/Gas investors

Wednesday, Jan 12 2011 by

I was idly trawling through the usual free I/C stuff when I came upon this article on a new fund investing in Wine.
Not one to pass up the opportunity to extend my acquaintance with a friend who's been with me for the past 25 years I noted that unfortunately its rather closely correlated with my other abiding interest .

An International Monetary Fund study published this week argued that the performance of wine in recent years is actually closely correlated with the performance of crude oil.

As a not so fine wine buff - I'm afraid to confess I'm a New World 7£ a bottle man - I'm intrigued to know whether this is a serious optional investment.

Did fine wines really drop to the equivalent of 30$ per barrel post Lehmanns ??

Would any of you fine wine guys put your money in this ?

The fund will invest solely in top-rated Bordeaux wines from 35 chateaux using an investment process honed over seven years by investment manager Anpero Capital. Anpero uses traditional risk aversion and portfolio management techniques as well as in-house wine expertise, and has produced an average 15.3 per cent annual return after costs. The shares, which should be admitted to Aim in early February, will be issued to institutions, including private-client brokers, at 100p with a warrant for one share for every five issued attached. The initial net asset value is likely to be 93.5p, reflecting IPO costs.


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2 Posts on this Thread show/hide all

robs12 13th Jan '11 1 of 2

Do you think they'll pay a divi, & if so, in what form? A case of nice Bordeaux every six months would go down very well...
Then again, I think you could probably do better (in terms of a return) yourself? Too many middlemen skimming to make this a good investment?

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Betasurfer 13th Jan '11 2 of 2

There's some useful coverage of wine investing and the whole field of "alternatives" -

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