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Red wine portfolio: Château Haut-Brion 2015 and Co.

Asset value
16,817.24 €
Issue price per Splint
50 €
Total number of Splints
320
Investment horizon in years
7 to 9
Return-to-Risk Assessment
8/10
Since launch January ‘22
+5.1%

Main reasons to invest

  • Stability: Well diversified portfolio as 42% is invested in Bordeaux, 39% in Burgundy, 14% in Piedmont & Chianti and 5% in Chilean bottles.

  • Historical performance: In 2021 the Burgund 150 index increase by 31%, the Bordeaux 500 index by 10%, the Italy 100 index by 14% and the Rest of the worls 60 index by 22%.

  • Quality & Exclusivity: the individual bottles are exclusive and of great quality which is reflected in their individual ratings.

Description

Diversification is not only important in asset classes, but also within the class. This wine portfolio was put together by experts and has excellent diversification.


Expert

Cult Wine

Cult Wine was founded in 2007 and has meanwhile 240 million pounds worth of assets under management. They serve clients in 83 countries and take care of more than 1.25 million bottles of wine in the UK.

Additional details

Asset ID
2c055fd9-4915-4e7c-bde2-0ecafd9b6697
Investment horizon
7 to 9 years
Number of Splints
320
Origin
France / Italy / Chile
Region
France: Bordeaux & Burgundy / Italy: Piedmont & Chianti / Chile: Aconcagua Valley
Type
Red wine
Grape
Various, see portfolio factsheet
Bottle size
750ml per bottle
Quantity
Portfolio includes 78 individual bottles
Rating
Details on the ratings are given in the factsheet
Asset ID
2c055fd9-4915-4e7c-bde2-0ecafd9b6697

Documents

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Aurelio

CEO & Co-Founder