📈Performance

Wine performs favourably vs. mainstream equity indices over both the long and short term.

Performance

Fine wine, especially on a regional level, compares favourably to mainstream equity indices even when factoring in dividend reinvestment.

The graph below compares the long term performance of various mainstream asset classes compared to a price-weighted index of ~8000 frequently traded fine wines.

The wine market downturn in late 2023 / early 2024 has led to blue chip assets trading well below their all time highs, providing an attractive opportunity for new investors looking to access the asset class.

Source: WineFi, data from Liv-ex as of 01/11/23. S&P500 = S&₽ 500 (TR); FTSE100 = Shares Core FTSE 100 UCITS ETF GBP (Acc); Bonds = iShares 7-10 Year Treasury Bond ETF; Fine Wine = global price-weighted index of ~ 8,000 most liquid investment grade wines; Fine Wine EW = equal-weighted index of the same basket of wines.

Market Moving Events

Source: Liv-ex, courtesy of Amphora. The Liv-ex Fine Wine 100 is regarding as the industry's leading benchmark, and represents the price movement for the 100 most sought after wines, actively traded on the secondary market.