Historical performance of fine wines:
Over the past 50 years the Fine Wine market has proved to be a wise option for investors.
Having shown near-zero correlation to the main financial markets and ever-changing economic climate, it has become an asset class of its own.
Below are FACTS that have often gone missed, but to those who have trusted this market it is clear that they have benefited from LOW volatility and an increase in their assets value without the constant monitoring other traditional investments require.
FACT: From 1950-1985 the Vintage Claret Index average annual compound return of 15.2% *
FACT: From 1983-2002 the Fine Wine Index average annual compound growth of 12.3% **
FACT: From 2003-2007 the Liv-ex 100 Index annual average compound growth rate was 15.3% ***
LIV EX FINE WINE 50 INDEX ROSE 57% IN 2010 ***
LIV EX FINE WINE 100 INDEX ROSE 37.5% IN 2010 ***
| Source: | * "The Successful Investor". 1988 (Robin Duthy) |
| ** "Wine Investment for Portfolio Diversification". 2005 (Manesh Kumar) | |
| *** Liv-ex.com |
| CHATEAU | VINTAGE | JAN 2006 | JAN 2012 | % GAIN |
|---|---|---|---|---|
| Lafite Rothschild 1996 | 1996 | £3,100.00 | £9,300.00 | 200% |
| Latour 1996 | 1996 | £1,950.00 | £5,800.00 | 197% |
| Petrus 2000 | 2000 | £14,000.00 | £35,750.00 | 155% |
| Margaux 1990 | 1990 | £4,500.00 | £7,400.00 | 64% |
| Haut Brion 1989 | 1989 | £4,000.00 | £11,200.00 | 180% |
| Cheval Blanc 1990 | 1990 | £5,200.00 | £7,800.00 | 50% |
| Mouton Rothschild 1986 | 1986 | £3,300.00 | £6,900.00 | 109% |
As with any data for any market, we are dealing with historical information and should never be seen as a guarantee for future performance. - Caution should always be taken with any investment opportunity!