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. 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 size was USD 364.25 billion in 2019 and is expected to reach USD 444.93 billion by 2027. During this forecast period, the CAGR (Compound Annual Growth Rate) is 6.06%. 
 
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.

Name

Year

Origin

Region

Type

Grape

Bottle size

Quantity

Rating

Price

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.

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

&nbsp;

<ul>
	<li>Total value €12,000</li>
	<li>Expected value after 9 years (balanced) €28,420</li>
</ul>

<ul>
	<li>Total fees €3,068</li>
	<li>Fees 25.6%</li>
</ul>

<ul>
	<li>Annual fees 2.8%</li>
	<li>Annual return 7.5%</li>
</ul>

The price of €14,500 includes the Splint Invest platform fee and external maintenance costs of €2,500. €12,000 can be allocated to the bottle. 
Platform Fee Splint Invest: 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: Shipping, handling, 9 years storage, and insurance.

Variable Costs

London City Bond, Lancaster Road, Melksham, United Kingdom

30403 Petrus 2009

The past nine vintages from Petrus have provided investors with an average annual value appreciation of 14.8% over the past two years. 
 
The wine from Petrus consistently shows an increase in value. On average, the past nine vintages have achieved an annual value appreciation of 8% over the last five years.

Return

In large format (1.5L), the wine ages even better than in standard bottles due to slower oxidation, and it enjoys greater demand partly because of its lower production quantity. 
 
The production is limited to only 2,500 cases per vintage.

Stability

Released in: July 2023 
 
Annual appreciation of +14.8% over the past two years for the last 9 vintages.

Three reasons to invest:

<ul>
	<li>The vintage of 2009&nbsp;received 100 points from Robert Parker.</li>
	<li>The last nine Petrus vintages have achieved an average annual appreciation of 8% over the past 5 years.</li>
	<li>The annual production volume is limited to only 2,500 cases.</li>
</ul>

Petrus, Pomerol, 2009

According to research, the oldest documented records tracing the history of Petrus can be traced back to the mid-1750s, making it one of the oldest vineyards in Pomerol. The first known mention refers to a transaction in which Jacques Meyraud acquired a portion of the Pomerol vineyard known as Gazin from the Voisin family.

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 an investment opportunity where we have recalculated the expected performance given by the external expert (Liquid Grape) and have thus verified that a positive return can be expected after deduction of all costs for storage and insurance.

Furthermore, we have verified the existence, the professional storage and the insurance of the bottle.

Petrus, Pomerol, 2009

Asset's Life Cycle Details

Storage location

Asset ID

Token terms

Expert

Category

Status

Total number of Splints

Date of issuance (launch)

Issue price per Splint

Investment horizon in years

Time period for the divestment

Documents

Aurelio

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