There are whisky investors all around the world who have been adding whisky casks to their portfolios for a long time. Investing in high quality alcohol is a very attractive proposition due to historical returns of close to 13% per annum. In the past, whiskey investors were mostly wealthy private investors who were not deterred by the high barriers to entry. This is because not everyone has the necessary capital, contacts or time to acquire such an investment on their own. 
 
Whisky must be matured in a cask for at least three years before it can officially be called "whisky". Three years is not always the final figure, there are many whiskeys that are aged for 10, 12 or even 20 years before being bottled. 
 
Since whisky does not continue to mature after bottling, it is crucial to let it mature in the cask until the desired age is reached. 
 
For distilleries, this means that a lot of capital is tied up in whisky casks that sit around unused for years before the contents are bottled and sold. The tied-up capital could otherwise be used by the distillery for investments in research and development activities, facilities or marketing. 
 
Due to high demand, whisky is being bottled younger and younger. This means that we are already in possession of a scarce commodity. The scarcer the commodity, the higher the earnings potential.

Type

Distillery

Location

Cask type

Number of Casks

Size

Date of distillation

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 whisky, 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.

Annandale Distillery is a Scotch whisky distillery located in Annan, Dumfries and Galloway, Scotland. The distillery has a rich history that dates back to 1836 when it was first established. However, it ceased production in the early 1900s and remained closed for nearly a century until it was revived and refurbished in 2007. 
 
Under new ownership and management, the Annandale Distillery was brought back to life with the goal of producing high-quality single malt Scotch whisky. The distillery prides itself on traditional production methods and craftsmanship, combining old-fashioned techniques with modern equipment to create a unique and distinct flavor profile. 
 
Annandale Distillery produces two core expressions of single malt Scotch whisky: Man O' Sword and Man O'Words. These names are inspired by the local history and connections to Robert the Bruce and the Balliol family, who played significant roles in Scottish history. Both expressions are named after knights in the Battle of Annan in 1328. 
 
Man O' Sword is a heavily peated whisky, offering a smoky and robust flavor profile. It is crafted using Scottish barley malted with peat, which imparts a distinct smokiness to the spirit. Man O' Words, on the other hand, is an unpeated whisky that focuses on showcasing the natural characteristics of the malted barley. It is often described as having a fruitier and lighter flavor profile. 
 
Annandale Distillery pays great attention to the maturation process, allowing the whiskies to age in a variety of cask types, including ex-bourbon, sherry, and wine casks. This adds depth and complexity to the final products, contributing to the overall flavor profile. 
 
It's important to note that whisky production is a slow process, and the whiskies from Annandale Distillery are typically released in limited quantities. As a result, they may not be widely available, and their releases often generate interest among whisky enthusiasts. 
 
Overall, Annandale Distillery whisky aims to capture the essence of traditional Scotch whisky production while incorporating a modern touch. Its revived heritage and dedication to craftsmanship have contributed to its reputation as a noteworthy distillery in the Scottish whisky industry. 
 
Return and cost calculation

<ul>
	<li>Total value €32,850</li>
	<li>Expected value after 9 years (balanced) €59,787</li>
</ul>

<ul>
	<li>Total fees €4,396</li>
	<li>Fees 14.8%</li>
</ul>

<ul>
	<li>Annual fees 1.6%</li>
	<li>Annual return 6.6%</li>
</ul>

The price of € 32,850 includes the Splint Invest platform fee and external maintenance costs of €3,500. € 29,650 can be allocated to the casks. 
 
Platform Fee Splint Invest:&nbsp;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, as well as&nbsp;storage and insurance for the whole investment horizon.

Variable Costs

Viewfield Warehouses, Craigellachie,United Kingdom

30302 Annandale 2019

The whiskies of Annandale are produced in the Lowlands. The whisky produced at this distillery has a solid average annual growth of 11.2%. 
 
The whisky industry has seen an average annual growth of an incredible 12.8% for all distilleries, cask types and maturations over the last 10 years.

Return

Over the past 24 months, the average annual increase in the value of Scotch Whisky has fluctuated by less than one percentage point. This underlines the stability of Scotch Whisky cask investments. 
 
Compared to the Scotch whisky industry, Speyside has underperformed by around 2% over the last few years. However, Longmorn is holding its own above the industry average.

Stability

Released in: June 2023 
 
This investment opportunity contains 4 first filled Bourbon barrels.

Three reasons to invest:

<ul>
	<li>Over the last 10 years, whisky from Lowlands has achieved an average annual increase in value of 8%.</li>
	<li>Annandale Whisky has achieved an average increase in value of 11.2% over the last 10 years and is above that of the region.</li>
	<li>This investment has a yearly potential of +6.6% over 9 years and is associated with approximately 1.6% annual costs.</li>
</ul>

Scotch Whisky Casks, Annandale, 2019

Investing in aging Scotch whisky is something that has been done for more than a century. 
 
Annandale has an interesting history. the distillery has been around since the early 1800s and produced whisky under the management of Jonnie Walker until 1918. The distillery closed shortly after World War 1 and did not produce whisky until the mid-2010s.

Track Record

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.

Protecting the financial future with a solid foundation 
With financial markets experiencing large swings and becoming clouded in uncertainty, Braeburn began to question the reliance on traditional investment products. Clients needed to protect their future by building a solid foundation that was grounded in tangible assets demonstrating strong historical returns across economic cycles. As Braeburn evaluated hundreds of asset classes, the team was shocked by the findings. One of the world’s most lucrative investments was being overlooked by most investors. 
 
Discover The Wealth Building Power Of Whisky Investment 
For decades, a select group of forward thinking investors have built substantial wealth by capitalising on the economics of the whisky industry. Investing in whisky casks, or barrels, offer the opportunity to capitalise on the nature appreciation of the single malt liquid as it matures over time. Whisky investment brings peace of mind to any portfolio by delivering extraordinary historical returns with the security of a tangible asset that is surging in demand. 
 
Now, everyone can put the power of whisky investment to work in their own portfolio.

Braeburn Whisky

Senior Portfolio Manager 
 
Mihai has been providing exceptional service to clients over the past 8 years in multiple industries, including fine dining and entertainment, wealth management and digital marketing. This experience in different sectors has given him a wide perspective of client needs and a strong vision of the benefits of whisky cask investment to strengthen portfolios. A born communicator, Mihai enjoys taking his clients through every stage of the investment journey, from cask selection, to purchase, to exit strategy. When he’s not busy doing that, his favourite dram to relax with is a Dalwhinnie 15, which he describes as an “amazing Speyside whisky”.

This is an investment opportunity where we have recalculated the expected performance given by the external expert (Braeburn Whisky) 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 cask.

Scotch Whisky Casks, Annandale, 2019

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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