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PORTFOLIO COSTS

There are different ways to invest in wine.

1) Managed Wine Portfolio

Invest a lump sum into a portfolio of wines and watch it grow, with the option of reinvesting in additional cases as time goes on. A management service will handle the investment from start to finish, providing updates and relevant news. Management firms will usually cover the cost of bonded storage as part of their services.


2) Privately Managed Wine Portfolio

Experienced wine collectors sometimes chose to manage their own portfolios, making the decisions on which wines to buy, when to buy, when to sell as well as sourcing a buyer upon exit. In most instances, collectors will have to make arrangements for bonded storage and cover the costs themselves.


3) Investment Fund

Wine investment funds within the UK will be operated and managed by a financial institution and regulated by the FSA. Investing in a fund will generally render lower yields, as the management fees are higher than other forms of wine investment and any returns will be subject to Capital Gains Tax at 28%. Wine funds are also fixed term, with a minimum investment level (usually 10,000) and redemption charges for any possible early liquidation.


4) Cellar Plan / Monthly Instalment Plan

These offer investors with limited initial capital the opportunity to start investing a monthly sum, purchasing low capital wines monthly and accumulating a portfolio over time. One flaw of these plans is the limited number of investment wines that can be selected and the lack of 1st Growth / Burgundy opportunities.

     
         
         
         

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