Violet Blue Sapphire – No Heat, 12.70ct
Main reasons to invest
Return 📈: An investment of €500 could reach an estimated value of €1,219 in 7 years.
Cost-to-Return Ratio⚖️: After deducting 2.2% in annual total costs, your net return could reach 13.6% per year.
The Colors of Permanence 💎: Shifting gracefully between violet-blue daylight and lilac-pink evening tones, this sapphire captures nature’s equilibrium between rarity and radiance. It embodies the timeless attraction of gemstones untouched by human enhancement — a reflection of purity and endurance. For collectors, it represents more than beauty: it’s a tangible symbol of resilience, anchored in geological time and unchanging value.
Description
| Metric | Value |
|---|---|
| Investment horizon | 5–7 years |
| Expected CAGR (balanced) | 13,6 % p.a. after fees |
| Ambitious CAGR | 18,6 % p.a. after fees |
| Entry discount | ~30 % below market value (after fees) |
| Sharpe ratio | 0,84 (vs. SMI: 0,61) |
| Value at Risk (VaR) | 97% probability that €29,400 will be exceeded |
| Standard deviation | 15,9 % |
| Risk rating | A (8,8/10 – low risk) |
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5–7 Year Horizon: Targeted exit between 2030 and 2032 to capture continued growth in untreated colored gem demand.
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13.6 % CAGR (Balanced): Based on historic CAGR (2010–2023) and a 40 % acquisition discount.
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18.6 % CAGR (Optimistic): Reflects potential market expansion for large, unheated fancy sapphires.
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30 % Below Market Value: Verified pricing advantage based on comparable dealer benchmarks adjusted for carat and color.
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Sharpe Ratio 0.84: Demonstrates strong risk-adjusted return versus traditional benchmarks.
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VaR 97 % Threshold: Indicates high downside protection, with a 97% chance of exceeding €29,400 after 7 years.
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Standard Deviation 15.9 %: Low volatility relative to other collectible assets.
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Risk Rating “A (8.8/10)”: Balanced profile anchored in verified valuation data and historical market growth.
We will manage the exit strategy in collaboration with our expert on behalf of our investors, ensuring the best possible outcome based on market conditions at the time. Depending on the prevailing market situation, the stone will be sold to a private buyer or offered as single lots at a gem-auction. An auction is considered if the price has developed to the point where the minimum bid matches the market value and there is high demand for works by the artist. Both options are carefully considered, and we will choose the one that maximizes the return for our investors.
Colored gemstones have long captivated investors and collectors alike, offering a unique blend of aesthetic beauty and financial security. Unlike traditional assets, their value is driven by rarity, cultural significance, and increasing global demand. The market for fine sapphires, sapphires,spinel and rubies has seen a steady appreciation, supported by limited supply and growing interest from emerging markets. Unlike diamonds, where synthetic alternatives pose a pricing challenge, top-tier natural colored gemstones maintain strong value retention due to their individuality and limited production. With auction records continuously being set, investing in premium colored gemstones is not just about appreciation—it’s about owning a tangible piece of history with enduring worth.
This Violet Blue Sapphire – No Heat, 12.70 ct stands among the rarest natural gemstones currently accessible to collectors. Originating from Sri Lanka, long regarded as one of the premier global sources for high-grade sapphires, this Fancy Sapphire reveals a striking violet-blue hue that transforms into lilac-pink under differing light conditions. Such natural color-change phenomena, combined with its untreated status, elevate it into a top-tier category reserved for fewer than 1 % of sapphires of comparable size.
The stone’s weight and purity are critical to its significance. At 12.70 ct, it sits within an extremely scarce weight class — most sapphires of this size are heat-treated to enhance color or clarity. The absence of treatment confirms both authenticity and collector prestige, characteristics particularly valued by gem connoisseurs and institutional buyers.
From a valuation perspective, this sapphire was acquired at a 40 % discount to estimated fair market value, translating to roughly 30 % after fees, based on leading gem specialists’ pricing models adjusted for carat weight, clarity, and origin. With a 13.6 % net annual return forecast over a 5–7 year horizon, the asset reflects both the long-term appreciation trend of untreated fancy sapphires (historical CAGR 10.6 %, 2010–2023) and the stability of a tangible, globally traded commodity.
The Violet Blue Sapphire – No Heat 12.70 ct unites scarcity, provenance, and measurable performance. With a 40 % below-market acquisition, high stability, and sustained demand for untreated gems, it stands as a refined representation of natural value preservation — where geological rarity meets disciplined, data-backed asset strategy.
Expert
Carat Investments is a Swiss-based investment boutique specializing in real assets, with a primary focus on colored gemstones. Founded on a heritage of excellence and discretion, the company bridges centuries-old gemstone expertise with modern financial acumen to offer clients exclusive, inflation-resistant investment opportunities. Built on values of sustainability, integrity, and long-term vision, Carat Investments empowers clients to preserve and grow their wealth across generations.
