Why NOW is the time to invest in whisky and wine
There is an alternative choice to stocks and shares, and it’s one you'll regret not having done sooner.
- Beaten the FTSE 100 174% since 2020*
- Top performing asset class last 5 years, up 147% over the past decade**
- Built-in inflation hedge, recession resistant***
- Personalised account management from start to finish
- Safe, secure, insured storage in London
- Low, efficient performance fees
Multi-award-winning investment company
*Forbes, Liv-ex 1000
** Annual returns of 10-15% are not atypical over long periods of time. Some rare bottles may do considerably better. For instance, wines from Domaine de la Romanée-Conti, arguably the world’s most prestigious winery, regularly show growth of 150-200% over a five-year period. Fine Wine assets have appreciated by 147% over the past decade. Liv-ex 1000, Knight Frank Luxury Index, OenoGroup
*** During the recession of 2007/8 the S&P 500 plunged 38.5%. In contrast, the Liv-ex 1000, the market-leading index for fine wine, dipped by just 0.6%. The same pattern emerged in March 2020 when the S&P 500 fell by 25% while the Liv-ex 1000 slipped by barely 4%. Liv-ex 1000. This is why NOW is the time to invest in wine and whisky/
Past performance does not guarantee future results.
Markets have never been more challenging.
- Deciding where to focus and why is overwhelming.
- Hedging against inflation and recession is essential but gold, crypto and other alternative assets haven’t performed as expected.
- It’s harder than ever to keep your money safe.
- Small minimum investment, no maximum.
- Absolute transparency throughout the process
- Globally recognised alternative asset
A simple, elegant solution.
Why wine?
Investment-grade wine is inherently valuable because it is produced in limited quantities by world-recognised producers. Bottles of each vintage get consumed or depleted so they are less available in the open market which means that these wines will fetch higher and higher prices as they become increasingly scarce.
- Beaten the FTSE 100 174% since 2020*
- Beaten the S&P 500 4.2X since 1952 – Forbes*
- Appreciated 147% over the past 10 years – Knight Frank Luxury Index**
- Top performing asset class last 5 years – Liv-ex***
Why whisky?
Whisky investment has garnered buzz for the high returns, exemption from capital gains and, of course, the chance to indulge in rare, sumptuous spirits.
Buyers looking to diversify their portfolio by acquiring whisky can do so in either cask or bottle format. Each offers unique advantages to buyers including significant profit margins as they age.
- Rare Whisky has been the top performer (+1,089% since Dec’08), followed by Burgundy 150 (+787% since Dec’03) and Champagne 50 (+611% since Dec’03)*
Why wine appreciates over time.
Rarity
Fine wines are made in very limited quantities, meaning that rarity can play a significant role in price performance. For example, a bottle of Domaine Armand Rousseau Gevrey Chambertin Clos St Jacques 2010 which increased by a remarkable 194.8% in just 11 months from January to November 2018.
Vintages
The quality of a particular vintage can heavily influence the price of wine. Typically, wines that benefit from longer ageing will appreciate as the prime drinking window approaches.
Market Demand
The emerging middle and upper classes in countries like China and India have helped increase demand globally. Worldwide demand is growing by triple digits according to Forbes, Nomisma Wine Monitor and other sources.
Some of our recent choices
Masseto 2004
Duration:
14 months
Return:
72.5%
Argiano Brunello di Montalcino 2016
Duration:
8 months
Return:
96.15%
Penfolds Bin 389 2020
Duration:
18 months
Return:
55.98%
Domaine Cécile Tremblay, Morey Saint-Denis 'Très Girard' 2012
Duration:
3 months
Return:
30.89%
Benefits of wine & whisky investing
Price appreciation is not the only benefit to wine investing.
Moving a portion of your wealth into fine wine can be a smart move for other reasons.
Worldwide demand is growing
Global demand is growing by double digits in many parts of the world where fine wines are just being discovered and new, increasingly affluent consumers are keen to buy them.
Inflation/recession resistant
Fine wine prices are a function of supply and demand. Supply is monitored by the law as the yields of every appellation are strictly defined. Every time a bottle of fine wine is consumed, the price of the highly sought-after remaining bottles increases.
Tax efficient
Wine is considered a wasting asset which means that it can be exempt from capital gains. Further, investors who keep their wine in Licensed Bonded Warehouses can avoid paying VAT and duty. Bordeaux investors are advised to seek independent advice for more information.
Low correlation
Research suggests that fine wine has a 0.03% correlation to the stock market. The wine market has survived every recession since 1929 and, in fact, has grown as an industry constantly over time.
Where OENO comes in
Our goal is to make fine wine and whisky investing accessible to all. Our expert wine team, including 3 Masters of Wine, have been curating an enviable wine collection for our clients, including some of the world’s finest and rarest vintages and formats, revolutionising the way collectors interact with this unique market.
OenoFuture provides a personalised advisory service for both newcomers and experienced fine wine and whisky collectors.
Clients can choose to rely on our expertise to guide them all the way or, alternatively, take a more active role in their fine wine and whisky portfolio.
OenoFuture clients also have access to exclusive tasting events and winery tours throughout the year.
How it works
You can be as hands off or as hands on as you like.
We want to make your relationship with Oeno an amazing experience at every level.
We will keep things simple and transparent at all times.
Step 1
Step 2
Your portfolio manager will curate a wine and whisky portfolio based on your financial goals
Step 3
Step 4
You can track your investment with our mobile app, and buy and sell at the click of a button.
Step 5
Choose to collect your profits or invest further
Here is an Idea of How Much Profit You Can Make*
Medium Term Wealth Generation
Today
$50,000
$100,000
In Five years
Potentially up to $101,242
Potentially up to $201,136
Long Term Wealth Generation
Today
$50,000
$100,000
In fifteen years
Potentially up to $670,961
Potentially up to $813,706
Get Started
We look forward to welcoming you to the Oeno Family!
Expect a response within 24 hours
Oeno has the good fortune to deal with some of the most exclusive clientele in the world. Which is why we take your privacy very seriously. Oeno will never sell, share or disclose your information.
