Wine Funds
  • Vintage Wine Fund - The Fund invests in top wines from many different regions. Due to the large size of production, Bordeaux forms a significant proportion of the Fund; however, the top wines from Burgundy and the Rhone valley can show spectacular returns and while not available in the same quantity as Bordeaux, are an important part of the Fund. There are very exciting wines being produced in Tuscany and Piedmont which regularly merit inclusion. Other regions including Champagne, Spain, Portugal, California and Australia are also considered
  • The Wine Investment Fund - The fund has achieved annual returns of 13% to 15.8% since 2003, primarily buying vintage Bordeaux from strong years.1
  • Bacchus Capital Management - San Francisco and New York based investment firm focused on mezzanine and private equity investments in the high growth, recession resistant wine industry. Target portfolio companies are profitable U.S. wineries and wine-related businesses which demonstrate significant growth potential
  • Premium Wine Fund
  • Elevation Wine Fund - Principals were the founders of Salton, Inc. and are the originators of the George Foreman Grill and other innovative electric appliances sold under well-known brand names. Under their management Salton grew from first year sales of approximately $10 million to a worldwide high of $1.2 billion. As a result of their efforts they were awarded the Ernest & Young Entrepreneur of the Year Award for Consumer Products.
  • Nobles Crus - Launched in November 2007 and now managing 11 million euro ($13.9 million), the fund returned over 20 percent last year2
  • Vinum Capital -

Wine Exchange
*London International Vintners Exchange (Liv-ex)
*Wine Spectator Auction Index

Articles
*Bloomberg Magazine. 2006 March 13Fine Vintages Are Tempting More Investors, Spurring Wine Funds

Google list

Books

Page tags: wine-fund
Unless otherwise stated, the content of this page is licensed under Creative Commons Attribution-ShareAlike 3.0 License