- Through positive and negative economic climates, investment grade Bordeaux has increased in value by an average of 10% per year over the last 50 years with the smallest increase in value during the first few years of holding and most dramatic increase at the end of the hold term.
- There has not been a single 5 year period during the last 20 years where a portfolio of fine wines would have yielded a negative return.
- There is a restricted supply of investment grade wines in Bordeaux –due to controlled production and historically fixed parcels of land, there are only 30 investment grade Châteaux that produce only 180 cases per acre.
- Supply decreases due to consumption over time, however demand increases due to awareness and popularity of the wine, and continues to grow from emerging wealthy Asian countries (China and India in particular), Russia, and South America.
WIFC Interview 8Lowering Risk:Rodney talks about the demand and supply dynamic of investment grade wine and how this lowers risk.
WIFC Interview 7The Five Year Term:Rodney discusses the 5 year term. He also talks about how the wine is sold at the end of the term.
WIFC Interview 6Fund Management:The fund managers are discussed. Also discussed is the selection process of the investment grade wine.
WIFC Interview 5Liv-Ex and More:Rodney talks about LIV-EX and how the exchange works as well as its origins.
WIFC Interview 4Fund Performance:Rodney talks about the Wine Investment Fund U.K. and its performance throughout its life time.
WIFC Interview 3Price Step Theory: Rodney discusses the price step theory. This outlines the reasons why the wines go up in price.
WIFC Interview 2Bordeaux Value: Rodney discusses the demand/supply dynamic of Bordeaux wine and why it is the best investment grade wine.
WIFC Interview 1
Why Bordeaux?: Rodney discusses why Bordeaux wine is best suited for investment grade wine.
