The Compare the Financial Markets group is for sale

Includes the brand, our impeccable reputation (since 2010), and the family of domains.
I’m interested

INVESTMENT RELEASE – TESSERACT INTERACTIVE SERVICE PHASE 3
MAXIMUM INVESTMENT £50K
IMMEDIATE INCOME TAX DEDUCTION FOR 2012-13 OF £25,000


Please read the risk warnings and important information below in order to continue.

Risk warnings and important information
None of the content above should be considered to constitute investment advice. Individuals’ objectives and circumstances vary and as such appropriate investments for one may not be appropriate investments for all.
Past Performance is a poor indicator and certainly no guarantee of future performance.
Investments can fall as well as rise, and may fall considerably.
The value of investments is not guaranteed and you may not receive back the full amount invested.
The tax treatment of investments such as these, including the initial tax relief available, are dependent on the investment vehicle successfully maintaining qualifying status throughout its life.
Many tax advantaged investments are high risk investments and we strongly recommend investors do not consider investing on the basis of this information alone or investing without obtaining financial advice from an appropriate source.
Investments in small companies are speculative and the promise of higher potential returns comes with a commensurately higher risk of capital losses.
*Definition of a failed investment is the loss of 50% or more of the original investment.
All statements concerning the tax treatment of products and their benefits are based on our understanding of current tax law and HM Revenue and Customs’ practice. Levels and bases of tax relief are subject to change.

By entering your email address you agree that you have fully read and understood the statement above.

Your email:*

 Please tick this box if you are a Professional Investment Advisor.

Fine Wine performance

Fine Wine performance since the start of 2013/17

The table below illustrates a few of the top Chateaux from Bordeaux and Champagne.



Chateau

Vintage

Average Price per case (£) January 2013

Average Price per case (£) June 2013

% Increase

Lafite Rothschild

2003

7700

8500

10.3%

Mouton Rothschild

2003

3150

3500

11.11%

Pavie

2009

2500

2900

16%

Dom Perignon

2002

930

1050

12.9%

E.Guigal Cote Rotie La Turque

2005

3948

4620

17%

Margaux

2004

2900

3350

15.51%


There is clearly merit for owning fine wine as a way of diversifying from traditional asset classes and potentially reducing portfolio risk, but the returns illustrated above are extremely pleasing. The total investment sum for the above was £21,128 in January 2013. The approximate market value June 2013 is £23,920. This represents a return year to date (YTD) of 13.2%.

Most investors treat fine wine investment as an alternative to Bonds, ISA’s and savings accounts. The table below illustrates the best returns offered by savings accounts, bonds and ISA’s compared to fine wine.

 

Product

Rate (%)

Sum Invested (£)

Return YTD (£)

Nationwide Savings Account

1.7

10,000

85

Nationwide ISA

2.25

10,000

112.5

Agri Bank 5 year fixed rate bond

3.6

10,000

360

Fine Wine

13

10,000

1300

*all rates correct as of June 2013

** sources moneysupermarket.com and Woolf Sung

The moral of this story is simple. Before you choose regular bank based savings schemes because you feel that there is no other alternative, speak with Compare the Financial Markets and they can illustrate the significant pleasures and benefits of investing into fine wine.

Wine Investment Search wine investment



Invest in Wine

Enter your details and let our experts find the best possible deal for you


  • Subscribe to our newsletter please



Print Friendly and PDF
<< Previous

EDITOR'S PICKS

The Best Alternative Investments for 2018

Investing in Brazil ? Ask the experts to find the right inve

UK Luxury Property & Real Estate Investment London