Having shown near-zero correlation to the main financial markets and ever-changing economic climate; with its tax efficient properties – it has become an asset class of its own.
Below are FACTS that stand the test of time; clearly proving the quality and attractiveness of this market for those seeking LONG term growth and a tool for diversity within an investment portfolio:
From 1950-1985 the Vintage Claret Index average annual compound return of 15.2% *
From 1983-2002 the Fine Wine Index average annual compound growth of 12.3% **
From 2003-07 the Liv-ex 100 Index annual average compound growth rate was 15.3% ***
From 2007-13 (Jan-Jan) the Liv-ex 100 Index climbed 52.42%*** – this despite two major downturns in the Global economy
|Source:||* “The Successful Investor”. 1988 (Robin Duthy)|
|** “Wine Investment for Portfolio Diversification”. 2005 (Manesh Kumar)|