Recent stock performance in the Bordeaux wine market, in particular for investment grade/blue-chip wines has been astonishing. We have compiled a small list below showcasing investment wines across a range of Chateaux and vintages, and their corresponding performances.
Chateau Mouton Rothschild 2000
Robert Parker Score: 96+ Capital Appreciation (60 months): 93,2%
Chateau Le Pin 2009
Robert Parker Score: 100 Capital Appreciation (36 months): 105%
Chateau Angelus 2003
Robert Parker Score: 93 Capital Appreciation (48 months): 89%
Chateau Petrus 1982
Robert Parker Score: 93 Capital Appreciation (60 months): 55,2% Capital Appreciation (12 months): 21,5%
*Please note that like any investment, investing in fine wine does carry a small level of risk. Past performances are no guarantee for future results.
Is investing in fine wine really tax free? Are investment wines exempt from income tax and capital gains tax? These are some of the salient questions posed by savvy investors when dealing with investments in luxury wines.
Timing is absolutely crucial – in life, as well as in the arena of financial investments. As mentioned in previous articles, the fine wine investment market is steadily moving into the mainstream of alternative financial investments.
Gone are the days where a Hugo Boss suit and Rolex timepiece would propel your perception in the public eye. Even a Ferrari in the garage no longer carries as much status as it once did; however, top class luxury wines are slowly becoming a status symbol for the wealthy and...