Investment features

Investing in wine is a long term commitment over a minimum of five years. The optimum passive route to financial gain is via a wine investment fund manager, who enjoys professional access to the market, and constructs a diversified basket of investment grade wine.

With some variations from fund to fund, the typical terms of participation are as follows: 

Term: 5 years

Investment amount: SFr25,000 minimum is recommended. Serious investors with a balanced and diversified portfolio should consider allocating approximately 5% to investment grade wine. Institutional investors commit SFr1,000,000 minimum.

Subscription fee: 5% (nil for institutional investors)

Management fee: 1.5% per annum (2.0% for institutional investors)

Performance fee: 20% of gain at redemption

Investment structure: participation is via the purchase of units in an open ended mutual fund. 

Please contact WINE WEALTH now to request more information on the funds available, and an investment pack.

info@winewealth.net

Wine Wealth GmbH  



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