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Petrus, Pomerol, 2009

Asset value
16,480 €
Issue price per Splint
50 €
Total number of Splints
290
Investment horizon in years
7 to 9
Return-to-Risk Assessment
8/10
Since launch July ‘23
+13.7%

Main reasons to invest

  • The vintage of 2009 received 100 points from Robert Parker.

  • The last nine Petrus vintages have achieved an average annual appreciation of 8% over the past 5 years.

  • The annual production volume is limited to only 2,500 cases.

Description

Petrus is a renowned wine that is known by many but experienced by only a select few. It is a timeless wine that is recognized for its perfect harmony, intricate flavors, and ability to age gracefully. Chateau Petrus places great importance on achieving low yields, exemplifying their commitment to quality. In 2002, they produced a mere 1,700 cases, a significantly smaller quantity compared to the average production of 4,000 cases. Jean-Pierre Moueix is acknowledged for establishing the esteemed reputation of Bordeaux's Right Bank wines and building a family wine empire that encompasses Petrus, Chateau La Fleur-Petrus, Latour a Pomerol, Magdelaine, and Trotanoy.

Before its current success, Petrus was under the ownership of the Arnaud family for almost two centuries. Starting from 1925, Madame Loubat began acquiring portions of the estate, eventually becoming the sole owner after World War II. During the early years of Chateau Petrus, Loubat formed a partnership with Jean-Pierre Moueix, a prosperous wine merchant.

After Madame Loubat's passing in 1961, her family decided to sell their remaining shares to Moueix, making him the exclusive proprietor of this esteemed property. Presently, following the passing of Jean-Pierre, the estate is managed by his son Jean-Francois, while his brother Christian oversees the vineyard, winemaking, marketing, and distribution of the wines.

Return and cost calculation

 

  • Total value €12,000
  • Expected value after 9 years (balanced) €28,420
  • Total fees €3,068
  • Fees 25.6%
  • Annual fees 2.8%
  • Annual return 7.5%

Expert

Liquid Grape

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.

Additional details

Asset ID
af0c1273-b7c4-4120-bdb1-809e1738e63d
Name
Petrus
Year
2009
Origin
France
Region
Bordeaux, Pomerol
Type
Red-wine
Grape
Merlot
Bottle size
1,500 ml
Quantity
1 bottle
Rating
Robert Parker 100
Price
12,000 €

Documents

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Aurelio

CEO & Co-Founder