Wine Investment – VIP 2015

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Wine Investment – VIP 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 Roland to sign-up to our investment newsletter.

Vintage Investment Portfolio 2015

Created on

1 September 2018

Maturing 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 Sept 2018)

139.8

Base Unit Value

R 100,000

September 2018

Current Value

R 139,770

May 2020

Annualised Growth

19.3%

Total Growth

39.8%

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 270	R 235	14.9%
Boekenhoutskloof, Franschhoek Cabernet Sauvignon	2015	91.8	94	89	94	90	6	R 550	R 465	18.3%
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 495	R 390	26.9%
Kanonkop, Paul Sauer	2015	96	95	95	100	94	12	R 1,800	R 595	202.5%
Le Riche, Reserve Cabernet Sauvignon	2015	92.5	95	89	94	92	12	R 750	R 550	36.4%
Meerlust, Rubicon	2015	92.3	93	92	90	94	54	R 495	R 375	32.0%
Mullineux, Syrah	2015	91.3	90	90	94	91	6	R 395	R 325	21.5%
Neil Ellis, Jonkershoek Cabernet Sauvignon	2015	93.7	93		93	95	18	R 485	R 365	32.9%
Rust en Vrede, Estate	2015	92	95	90	94	89	6	R 575	R 460	25.0%
Rustenberg, John X Merriman	2015	90.3	90	88	91	92	18	R 230	R 180	27.8%
Rustenberg, Peter Barlow	2015	91.8	94	90	93	90	6	R 650	R 500	30.0%
Thelema, Cabernet Sauvignon	2015	91.3	94	86	93	92	18	R 350	R 260	34.6%
Tokara, Cabernet Sauvignon Reserve	2015	93.3	94	91	96	92	6	R 375	R 330	13.6%
Tokara, Red	2015	93.3	94	91	96	92	6	R 495	R 465	6.5%
Vergelegen, Cabernet Sauvignon	2015	91.3	94	90	91	90	18	R 345	R 345	0.0%
Vergelegen, GVB	2015	91.3	95	92	94	84	6	R 565	R 565	0.0%
Vilafonté, Series M	2015	93	93	92	95	92	6	R 850	R 600	41.7%
Warwick, Trilogy	2015	92.5	94	91	95	90	12	R 615	R 455	35.2%
Warwick, Blue Lady Cabernet Sauvignon	2015	93.3	95	92	94	92	6	R 450	R 360	25.0%
Waterford, Cabernet Sauvignon	2015	90.5	91	86	95	90	12	R 495	R 330	50.0%
Total								R 139,770	R 100,000	39.8%

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