Rare wine has fascinated investors for centuries. Lifelong experience in this field is of great importance. Investing in wine is very complex, but done right, it can prove to be a very lucrative business. Over the past three decades, fine wine has demonstrated itself to be one of the top-performing assets, achieving a remarkable compound annual growth rate of 10%. 
Prices for rare wines have increased by over 100% in recent years. This demand is expected to increase even further as more wine lovers develop in the Asian region. The global wine market was valued at USD 339.53 Billion in 2020 and is expected to reach USD 456.76 Billion by 2028. 
 
Corked wine continues to mature after bottling and benefits from an additional price increase over time due to a higher intrinsic value. 
 
Putting a Rare Wine portfolio together is a journey that never really ends. However, what the right composition should look like is just the beginning. It is important to stay informed about the latest trends in order to make appropriate sales and additions to our selection. 
 
Key factors for wine as an investment: 
 
Region 
Choosing the right portfolio mix is similar to choosing on the stock market. We should avoid putting all our eggs in one basket and therefore diversify our portfolio across different wine regions. To this end, we should always keep a few classics from regions such as Piedmont, Tuscany, Bordeaux and Champagne in the portfolio. But it is also important to diversify not only across regions but also across countries and to include wines from Spain, Portugal, Switzerland and Austria, for example. 
 
Quality 
The first step towards success has been taken with the selection of wine regions for our portfolio. Now comes the main part of the research. Not every producer within these selected regions maintains the same quality standards. It is estimated that only 0.1% of the world's wine production reaches investment quality. Therefore, it is of utmost importance to select award-winning wines from top producers. 
 
Storage 
It is not enough to store carefully selected wines in an ordinary cellar if you expect serious returns. The importance of professional storage of wine is the key requirement to obtain world-renowned quality labels. Many auction houses won't even accept the wine if they feel that the storage requirements have not been met.

Investment horizon

Number of Splints

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Splint Invest Platform Fee 
Compensation for the tokenization of the assets, the maintenance as well as the further development of the application and the costs related to the research and maintenance of the expert network. 
 
External maintenance costs 
We are committed to providing the highest standards of storage, maintenance and insurance of your equipment on your behalf. The associated costs will be shared between the splint holders and included as an ongoing cost in relation to each asset. So if you own 1% of the wine bottles, your splint account will be charged 1% of the associated costs. Further details and breakdowns are listed in the factsheet for each investment. 
 
Exit fee 
When you sell an investment, you will be charged a flat fee of 2% of the transaction volume. This includes our expenses for sales on the secondary market, our costs for maintaining this market and our organisation of an asset sale at the end of the contract.

Despite the large production, Dom Perignon's commitment to quality is such that the champagne does not exist in every vintage, and only four times three consecutive vintages have been produced to date&nbsp;(1969-1971, 1998-2000, 2002-2004 and 2008-2010). 
 
Along with the 1996 and 2002 vintages, the 2008 vintage is considered one of the best and most sought after in Champagne. 
 
The demand of high quality champagnes as well as the values of the same have especially increased in the last year, since champagnes are the only European wines, besides Italian wines, that are exempt from the new American tariffs. 
 
Dom Perignon is suitable as an investment product despite the relatively high production volume, since this champagne, unlike some other vintage champagnes, is consumed continuously and usually sold out with the next release. 
 
Particularly in demand are large formats since the production of these is smaller. Vintage champagne in large formats has a particularly long shelf life and experiences a high demand even after thirty years.

The price of €13,850 includes shipping, handling, 7 years of storage and insurance worth €950. €12,900 can be allocated to the bottles.

Variable Costs

London City Bond, Lancaster Road, Melksham, United Kingdom

20411 Dom Perignon Collection

The Champagne and Rosé editions from Dom Perignon have given investors an average annual increase in value of 13% and 9% respectively over the last 5 years. 
 
The demand of high quality champagnes as well as the values of the same have particularly increased in the last year, as champagnes are the only European wines, apart from Italian wines, that are exempt from the new American tariffs.

Return

Despite the high production volume, Dom Perignon is a suitable investment product. This Champagne, unlike some other vintage champagne is consumed continuously and usually is already sold out with the next release. Particularly in demand are large formats since the production of these is smaller. 
 
Champagne wine has a historical volatility of less than 6%, which is 12% below that of the S&amp;P500.

Stability

A Champagne and Rosé portfolio from Dom Perignon with an annual appreciation potential of up to 15%.

Three reasons to invest

<ul>
	<li>Average annual increase in value of just under 13% for Champagne vintages released between 1995 and 2006 over the last 5 years. For Rosé, the figure was 9%.</li>
	<li>Dom Perignon's commitment to quality is such that only four times three consecutive vintages have been produced.</li>
	<li>Wine from Champagne have a historical volatility of less than 6%.</li>
</ul>

Dom Perignon - Rosé and Champagne Portfolio

Dom Perignon is a famous, if not the most famous champagne brand. Its origins go back to the Abbey of Saint Pierre d'Hautvillers, the so-called birthplace of champagne. 
 
Only four times three consecutive vintages have been produced. A sign that quality is important. 
 
Dom Perignon sparkling wines are also an integral part of the Liv-Ex Champagne 50 Index.

Track Record

Liquid Grape was founded to passionately provide wine collectors with the most comprehensive service in the field of high quality fine wines. The company was founded on motivation, with experience and infectious enthusiasm for the world's finest wines, to provide a reliable and sophisticated service that does justice to rarities while offering a traditional natural product with a precious history the modern twist and innovation that links an enjoyable product with a fast-moving age.

Comprehensive wine know-how 
Liquid Grape offers the Fine Wine Solution for wine collectors who are looking for an uncomplicated solution for an enjoyable investment in wine by experts. 
 
Individual composition 
The experts of Liquid Grape compile a sensible and promising portfolio for their clients individually and obtain their wines from reputable sources, with direct purchase from the producer as far as possible and only with reliable provenance. The past development of comparable wines and vintages as well as personal preferences are taken into account.

Liquid Grape

The wine world is so complex, comprehensive and constantly changing. Every vintage is a new discovery - so you never stop learning about wine. 
 
After studying international wine business in Geisenheim, Annie Höger gained experience in the international fine wine business at Liv-Ex Ltd. the trade exchange for high-quality wines in London. Shortly afterwards, she started working as a fine wine consultant for the long-established wine merchant Carl Tesdorpf, a Hawesko AG company. 
 
To further deepen her wine knowledge, she completed the Diploma in Wines and Spirits, an international training course run by the Wine and Spirits Educational Trust, which adds detailed knowledge to her expertise in the field of wine and spirits. 
 
With Liquid Grape GmbH, Annie Höger wants to bring the world of fine wines closer to everyone interested in wine with the best possible service.

This is a concrete investment opportunity in which we have recalculated the expected performance given by the external expert and have thus checked whether a positive return can be expected after deducting all costs for storage and insurance. Furthermore, we have verified the existence, proper storage and insurance of the bottle.

Dom Perignon - Rosé and Champagne Portfolio

Asset's Life Cycle Details

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Expert

Category

Status

Total number of Splints

Date of issuance (launch)

Issue price per Splint

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Time period for the divestment

Documents

Aurelio

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