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Speyside, 5 New Make Sherry Whisky Casks, 2022
Asset value
33.074,4 €
Issue price per Splint
50 €
Total number of Splints
659
Investment horizon in years
6 to 8
Return-to-Risk Assessment
8/10
Since launch December ‘24
+0.4%
Main reasons to invest
Return Potential📈: An investment of 500 EUR is projected to be worth approximately 1,173 EUR in 8 years.
Cost-to-Return Ratio⚖️: With just 2.8% annual total costs (including exit fees), your net profit could be an impressive 11.2% per year.
Award-Winning Excellence with Growth Potential 🏆: The Speyside Distillery’s multiple international awards highlight its reputation for producing exceptional Scotch whisky. Investing in young casks from this artisanal, family-run distillery offers significant upside potential as the whisky matures and gains value. Combining limited production, a focus on traditional methods, and global recognition—especially in Asia—these casks represent a rare opportunity to secure high-quality assets with long-term appreciation potential.
Description
Valuation Summary 📝
To ensure the competitiveness of this investment, we conducted a thorough market analysis by reviewing recent transactions of comparable Speyside distillery casks and evaluating the current market value of similar Scotch whisky casks. The offered purchase price, inclusive of associated fees, remains highly competitive within the whisky investment market. We used the historical performance data of whisky casks, factoring in the maturation period and broader trends in the single malt Scotch whisky market.
For the conservative scenario, we assume a growth rate in line with historical inflation rates in Switzerland, reflecting a low-risk, stable approach. In the balanced scenario, we calculate 80% of the average annual return of our May 2024 Craigellachie exit (gross return excluding all fees). In the ambitious scenario, we calculate 100% of the average annual return of our May 2024 Craigellachie exit (gross return excluding all fees).
Exit Options at Maturity 🚪
At maturity, we will handle the exit strategy on behalf of investors, seeking to maximize returns based on prevailing market conditions. We will carefully assess market conditions and choose the option that ensures the best possible outcome for investors.
Why Invest in This Category? 🥃
Scotch whisky, particularly single malt, has grown from being a luxury consumer product to a highly sought-after investment asset. The Scotch whisky market has shown impressive resilience and consistent growth, driven by increasing global demand, especially from emerging markets in Asia. According to market reports, the value of Scotch whisky casks has returned close to 13% annually over the last 10 years.
Historically, investments in whisky casks have demonstrated strong returns, with well-aged Scotch consistently appreciating in value as its rarity increases over time. Whisky cask investments also offer a tangible asset that matures and improves in quality over time, adding a layer of security not found in many other asset classes.
Why Invest in This Asset? 💎
Investing in young whisky casks from the Speyside Distillery presents a unique opportunity to acquire premium assets from one of Scotland’s most artisanal and traditional whisky producers. As a family-run distillery, Speyside began as a passion project and took over 25 years to build, emphasizing its commitment to quality over scale. Producing whisky “the old way,” the distillery crafts its spirit in small batches with meticulous attention to detail, maintaining an annual capacity of only 600,000 litres—a fraction of larger commercial producers. This limited production enhances exclusivity and ensures consistent demand for its output.
The distillery’s reputation has been solidified through multiple international awards and strong recognition in global markets, particularly in Asia. In Taiwan, Speyside is celebrated as one of the top three World Whisky Brands, underscoring its prestige and market appeal. While older casks command high premiums, investing in new-make and younger casks offers significant upside potential. These casks, particularly from sherry maturation, gain considerable value over time as they develop the rich, complex flavors for which Speyside whiskies are renowned.
With growing global demand for artisanal Scotch whisky and limited availability of quality new-make casks, investing in Speyside’s young whisky offers a rare chance to secure early-stage assets with strong long-term appreciation potential.
Context in Time ⏳
The Speyside Distillery represents a modern success story rooted in tradition. Built over 25 years as a passion project, it honors Scotland’s historic whisky-making methods while appealing to today’s global market. With a growing demand for artisanal, small-batch whisky—particularly in Asia—and rising interest in new-make spirit, Speyside is perfectly positioned to capitalize on current trends, combining heritage, exclusivity, and proven appeal in emerging markets like Taiwan.
Conclusion 🎯
Investing in young whisky casks from the award-winning Speyside Distillery offers a unique blend of tradition, exclusivity, and growth potential. With strong market demand, particularly in Asia, and proven historical performance of Scotch whisky, these casks provide a tangible, appreciating asset perfectly positioned for long-term value appreciation and investor returns.
To ensure the competitiveness of this investment, we conducted a thorough market analysis by reviewing recent transactions of comparable Speyside distillery casks and evaluating the current market value of similar Scotch whisky casks. The offered purchase price, inclusive of associated fees, remains highly competitive within the whisky investment market. We used the historical performance data of whisky casks, factoring in the maturation period and broader trends in the single malt Scotch whisky market.
For the conservative scenario, we assume a growth rate in line with historical inflation rates in Switzerland, reflecting a low-risk, stable approach. In the balanced scenario, we calculate 80% of the average annual return of our May 2024 Craigellachie exit (gross return excluding all fees). In the ambitious scenario, we calculate 100% of the average annual return of our May 2024 Craigellachie exit (gross return excluding all fees).
Exit Options at Maturity 🚪
At maturity, we will handle the exit strategy on behalf of investors, seeking to maximize returns based on prevailing market conditions. We will carefully assess market conditions and choose the option that ensures the best possible outcome for investors.
Why Invest in This Category? 🥃
Scotch whisky, particularly single malt, has grown from being a luxury consumer product to a highly sought-after investment asset. The Scotch whisky market has shown impressive resilience and consistent growth, driven by increasing global demand, especially from emerging markets in Asia. According to market reports, the value of Scotch whisky casks has returned close to 13% annually over the last 10 years.
Historically, investments in whisky casks have demonstrated strong returns, with well-aged Scotch consistently appreciating in value as its rarity increases over time. Whisky cask investments also offer a tangible asset that matures and improves in quality over time, adding a layer of security not found in many other asset classes.
Why Invest in This Asset? 💎
Investing in young whisky casks from the Speyside Distillery presents a unique opportunity to acquire premium assets from one of Scotland’s most artisanal and traditional whisky producers. As a family-run distillery, Speyside began as a passion project and took over 25 years to build, emphasizing its commitment to quality over scale. Producing whisky “the old way,” the distillery crafts its spirit in small batches with meticulous attention to detail, maintaining an annual capacity of only 600,000 litres—a fraction of larger commercial producers. This limited production enhances exclusivity and ensures consistent demand for its output.
The distillery’s reputation has been solidified through multiple international awards and strong recognition in global markets, particularly in Asia. In Taiwan, Speyside is celebrated as one of the top three World Whisky Brands, underscoring its prestige and market appeal. While older casks command high premiums, investing in new-make and younger casks offers significant upside potential. These casks, particularly from sherry maturation, gain considerable value over time as they develop the rich, complex flavors for which Speyside whiskies are renowned.
With growing global demand for artisanal Scotch whisky and limited availability of quality new-make casks, investing in Speyside’s young whisky offers a rare chance to secure early-stage assets with strong long-term appreciation potential.
Context in Time ⏳
The Speyside Distillery represents a modern success story rooted in tradition. Built over 25 years as a passion project, it honors Scotland’s historic whisky-making methods while appealing to today’s global market. With a growing demand for artisanal, small-batch whisky—particularly in Asia—and rising interest in new-make spirit, Speyside is perfectly positioned to capitalize on current trends, combining heritage, exclusivity, and proven appeal in emerging markets like Taiwan.
Conclusion 🎯
Investing in young whisky casks from the award-winning Speyside Distillery offers a unique blend of tradition, exclusivity, and growth potential. With strong market demand, particularly in Asia, and proven historical performance of Scotch whisky, these casks provide a tangible, appreciating asset perfectly positioned for long-term value appreciation and investor returns.
Expert
Braeburn Whisky
Braeburn Whisky specialised in the sale of investment-grade whisky casks to investors around the globe.
Innovative technology, combined with a team of financial experts and whisky enthusiasts, allows the company to build whisky portfolios that have, historically, helped to protect wealth and deliver strong capital growth to investors.
Additional details
Asset ID
9b8e8364-4302-4592-9d4e-1269ff8e2955
Type
Scotch Whisky
Distillery
Speyside Distillery
Location
Speyside
Cask type
all 2nd fill Sherry hogshead
Number of Casks
5 casks
Size
179 RLA (363 bottles), 177 RLA (360 bottles), 179 RLA (357 bottles), 177 RLA (360 bottles), 177 RLA (359 bottles)
Date of distillation
all 22/11/2022
ABV
all 70.4%
