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Vintage Investment Portfolio: 2015
Overview
The Vintage Investment Portfolio 2015 was launched in 2018 as Wine Cellar's first and long-awaited investment product. It is a unitised basket of SA’s most investable wines, heralding from the greatest modern-day vintage. Offered with almost 20 years of fine wine trading experience, we believe this investment vehicle attracts the least administration and cost, along with the highest possible return.
Professional cellaring is included in the purchase price with no further costs for the first 5 years. This constitutes a cellaring cost saving of R17,776 per unit on release, an effective 17.8% discount. Flexibility is provided in the ability to trade single wines or entire VIP units. A VIP unit of the same wines from the 2009 vintage would have seen an annual return of 16,5% (as of October 2018). Total stock within the VIP 2015s constitutes approximately 1.5% of total production and is a leap forward in providing a secondary market for fine wine in the future.
The VIP 2015 is fully-subscribed. Please email Johan to sign-up to our investment newsletter.
Vintage Investment Portfolio 2015
Created on
1 September 2018
Zero fees expiring on
31 August 2023
Redemption
Anytime
Total Investment
R 6,000,000
Total Bottles
15,480
Price of VIP 2015 Unit
R 100,000
September 2018
Bottles per unit
258
VIP 2015 Index (Base Aug 2018)
181.7
Base Unit Value
R 100,000
August 2018
Current Value
R 181,740
Sept 2021
Annualised Growth
22,04%
Total Growth
81.7%
Management fees*
R 0,00
*Free management for 5 years
Cellaring fees*
R 0,00
*Free cellaring for 5 years
The wines in the VIP 2015
| Wine | Vintage | Ave. score |
PG | NM | TA | CE | Bottles/ unit |
Market price |
Release price |
Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Alto, Cabernet Sauvignon | 2015 | 92.3 | 89 | 93 | 93 | 94 | 12 | R 360 | R 235 | 53.2% |
| Boekenhoutskloof, Franschhoek Cabernet Sauvignon | 2015 | 91.8 | 94 | 89 | 94 | 90 | 6 | R 675 | R 465 | 45.2% |
| Boekenhoutskloof, Syrah | 2015 | 94.5 | 95 | 94 | 96 | 93 | 6 | R 750 | R 465 | 61.3% |
| Hartenberg, The Mackenzie | 2015 | 91.3 | 91 | 91 | 94 | 89 | 6 | R 750 | R 585 | 28.2% |
| Kanonkop, Pinotage | 2015 | 92 | 90 | 91 | 94 | 93 | 6 | R 650 | R 390 | 66.7% |
| Kanonkop, Paul Sauer | 2015 | 96 | 95 | 95 | 100 | 94 | 12 | R 3,500 | R 595 | 488.2% |
| Le Riche, Reserve Cabernet Sauvignon | 2015 | 92.5 | 95 | 89 | 94 | 92 | 12 | R 950 | R 550 | 72.7% |
| Meerlust, Rubicon | 2015 | 92.3 | 93 | 92 | 90 | 94 | 54 | R 575 | R 375 | 53.3% |
| Mullineux, Syrah | 2015 | 91.3 | 90 | 90 | 94 | 91 | 6 | R 500 | R 325 | 53.8% |
| Neil Ellis, Jonkershoek Cabernet Sauvignon | 2015 | 93.7 | 93 | 93 | 95 | 18 | R 600 | R 365 | 64.4% | |
| Rust en Vrede, Estate | 2015 | 92 | 95 | 90 | 94 | 89 | 6 | R 600 | R 460 | 30.4% |
| Rustenberg, John X Merriman | 2015 | 90.3 | 90 | 88 | 91 | 92 | 18 | R 350 | R 180 | 94.4% |
| Rustenberg, Peter Barlow | 2015 | 91.8 | 94 | 90 | 93 | 90 | 6 | R 725 | R 500 | 45.0% |
| Thelema, Cabernet Sauvignon | 2015 | 91.3 | 94 | 86 | 93 | 92 | 18 | R 425 | R 260 | 63.5% |
| Tokara, Cabernet Sauvignon Reserve | 2015 | 93.3 | 94 | 91 | 96 | 92 | 6 | R 475 | R 330 | 43.9% |
| Tokara, Director's Reserve Red | 2015 | 93.3 | 94 | 91 | 96 | 92 | 6 | R 575 | R 465 | 23.7% |
| Vergelegen, Cabernet Sauvignon | 2015 | 91.3 | 94 | 90 | 91 | 90 | 18 | R 390 | R 345 | 13.0% |
| Vergelegen, GVB | 2015 | 91.3 | 95 | 92 | 94 | 84 | 6 | R 650 | R 565 | 15.0% |
| Vilafonté, Series M | 2015 | 93 | 93 | 92 | 95 | 92 | 6 | R 1,100 | R 600 | 83.3% |
| Warwick, Trilogy | 2015 | 92.5 | 94 | 91 | 95 | 90 | 12 | R 650 | R 455 | 42.9% |
| Warwick, Blue Lady Cabernet Sauvignon | 2015 | 93.3 | 95 | 92 | 94 | 92 | 6 | R 500 | R 360 | 38.9% |
| Waterford, Cabernet Sauvignon | 2015 | 90.5 | 91 | 86 | 95 | 90 | 12 | R 475 | R 330 | 43.9% |
| Total | R 181,740 | R 100,000 | 81.7% |
- PG: Platter’s Guide | NM: Neal Martin | TA: Tim Atkin | CE: Christian Eedes
- Scores in italics indicate a previous vintage score; where the specific vintage has not yet been reviewed.
- Vintages are important but we believe that leading wines show less score variation across vintages, especially in SA.
- Where Platter’s offers a star rating: 5* – 95/100, 4.5* (highly recommended) – 94/100, 4.5* – 90/100, and 4* – 88/100
Overview
The Vintage Investment Portfolio 2015 was launched in 2018 as Wine Cellar's first and long-awaited investment product. It is a unitised basket of SA’s most investable wines, heralding from the greatest modern-day vintage. Offered with almost 20 years of fine wine trading experience, we believe this investment vehicle attracts the least administration and cost, along with the highest possible return.
Professional cellaring is included in the purchase price with no further costs for the first 5 years. This constitutes a cellaring cost saving of R17,776 per unit on release, an effective 17.8% discount. Flexibility is provided in the ability to trade single wines or entire VIP units. A VIP unit of the same wines from the 2009 vintage would have seen an annual return of 16,5% (as of October 2018). Total stock within the VIP 2015s constitutes approximately 1.5% of total production and is a leap forward in providing a secondary market for fine wine in the future.
The VIP 2015 is fully-subscribed. Please email Johan to sign-up to our investment newsletter.
Vintage Investment Portfolio 2015
Created on
1 September 2018
Zero fees expiring on
31 August 2023
Redemption
Anytime
Total Investment
R 6,000,000
Total Bottles
15,480
Price of VIP 2015 Unit
R 100,000
September 2018
Bottles per unit
258
VIP 2015 Index (Base Aug 2018)
175.2
Base Unit Value
R 100,000
August 2018
Current Value
R 175,230
May 2021
Annualised Growth
20.56%
Total Growth
75.2%
Management fees*
R 0,00
*Free management for 5 years
Cellaring fees*
R 0,00
*Free cellaring for 5 years
The wines in the VIP 2015
| Wine | Vintage | Ave. score |
PG | NM | TA | CE | Bottles/ unit |
Market price |
Release price |
Return |
| Alto, Cabernet Sauvignon | 2015 | 92.3 | 89 | 93 | 93 | 94 | 12 | R 360 | R 235 | 53.2% |
| Boekenhoutskloof, Franschhoek Cabernet Sauvignon | 2015 | 91.8 | 94 | 89 | 94 | 90 | 6 | R 595 | R 465 | 28.0% |
| Boekenhoutskloof, Syrah | 2015 | 94.5 | 95 | 94 | 96 | 93 | 6 | R 600 | R 465 | 29.0% |
| Hartenberg, The Mackenzie | 2015 | 91.3 | 91 | 91 | 94 | 89 | 6 | R 750 | R 585 | 28.2% |
| Kanonkop, Pinotage | 2015 | 92 | 90 | 91 | 94 | 93 | 6 | R 625 | R 390 | 60.3% |
| Kanonkop, Paul Sauer | 2015 | 96 | 95 | 95 | 100 | 94 | 12 | R 3,500 | R 595 | 488.2% |
| Le Riche, Reserve Cabernet Sauvignon | 2015 | 92.5 | 95 | 89 | 94 | 92 | 12 | R 795 | R 550 | 44.5% |
| Meerlust, Rubicon | 2015 | 92.3 | 93 | 92 | 90 | 94 | 54 | R 550 | R 375 | 46.7% |
| Mullineux, Syrah | 2015 | 91.3 | 90 | 90 | 94 | 91 | 6 | R 500 | R 325 | 53.8% |
| Neil Ellis, Jonkershoek Cabernet Sauvignon | 2015 | 93.7 | 93 | 93 | 95 | 18 | R 575 | R 365 | 57.5% | |
| Rust en Vrede, Estate | 2015 | 92 | 95 | 90 | 94 | 89 | 6 | R 600 | R 460 | 30.4% |
| Rustenberg, John X Merriman | 2015 | 90.3 | 90 | 88 | 91 | 92 | 18 | R 350 | R 180 | 94.4% |
| Rustenberg, Peter Barlow | 2015 | 91.8 | 94 | 90 | 93 | 90 | 6 | R 700 | R 500 | 40.0% |
| Thelema, Cabernet Sauvignon | 2015 | 91.3 | 94 | 86 | 93 | 92 | 18 | R 395 | R 260 | 51.9% |
| Tokara, Cabernet Sauvignon Reserve | 2015 | 93.3 | 94 | 91 | 96 | 92 | 6 | R 450 | R 330 | 36.4% |
| Tokara, Red | 2015 | 93.3 | 94 | 91 | 96 | 92 | 6 | R 575 | R 465 | 23.7% |
| Vergelegen, Cabernet Sauvignon | 2015 | 91.3 | 94 | 90 | 91 | 90 | 18 | R 390 | R 345 | 13.0% |
| Vergelegen, GVB | 2015 | 91.3 | 95 | 92 | 94 | 84 | 6 | R 650 | R 565 | 15.0% |
| Vilafonté, Series M | 2015 | 93 | 93 | 92 | 95 | 92 | 6 | R 995 | R 600 | 65.8% |
| Warwick, Trilogy | 2015 | 92.5 | 94 | 91 | 95 | 90 | 12 | R 650 | R 455 | 42.9% |
| Warwick, Blue Lady Cabernet Sauvignon | 2015 | 93.3 | 95 | 92 | 94 | 92 | 6 | R 475 | R 360 | 31.9% |
| Waterford, Cabernet Sauvignon | 2015 | 90.5 | 91 | 86 | 95 | 90 | 12 | R 500 | R 330 | 51.5% |
| Total | R 175,230 | R 100,000 | 75.2% |
- PG: Platter’s Guide | NM: Neal Martin | TA: Tim Atkin | CE: Christian Eedes
- Scores in italics indicate a previous vintage score; where the specific vintage has not yet been reviewed.
- Vintages are important but we believe that leading wines show less score variation across vintages, especially in SA.
- Where Platter’s offers a star rating: 5* – 95/100, 4.5* (highly recommended) – 94/100, 4.5* – 90/100, and 4* – 88/100
