Wine Investment – 2018 AIP
Overview
The 2018 AIP forms an alternative wine investment in which the public can capture South Africa's most investable and desirable wines. The portfolio holds a portion of blue-chip 2015 reds but features a majority of rising stars, including investable white wines. 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 R5,168 per unit on release, an effective 12,9% discount. Flexibility is provided in the ability to trade single wines or entire AIP units. An AIP unit of the same wines from the 2009 vintage would have seen an annual return of 16,3% (as of November 2018).
The 2018 AIP is fully-subscribed. Please email Johan to sign-up to our investment newsletter.
2018 Alternative Investment Portfolio
Created on
1 November 2018
Zero fees expiring on
31 October 2023
Redemption
Anytime
Total Investment
R 1,600,000
Total Bottles
3,000
Price of 2018 AIP Unit
R 40,000
November 2018
Bottles per unit
75
2018 AIP Index (Base Nov 2018)
216.2
Base Unit Value
R 40,000
November 2018
Current Value
R 86,475
May 2024
Annualised Growth
13.7%
Total Growth
116.2%
Cellaring fees*
Payable from 1 November 2023
The wines in the 2018 AIP
| Wine | Vintage | Ave. score |
PG | NM | TA | CE | Bottles/ unit |
Market price |
Release price |
Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Alheit Family Vineyards, Cartology | 2017 | 93.5 | 93 | 93 | 94 | 94 | 3 | R 252 | R 330 | 59.1% |
| Alto, Cabernet Sauvignon | 2015 | 91.3 | 89 | 93 | 93 | 90 | 3 | R 360 | R 235 | 53.2% |
| Beeslaar, Pinotage | 2017 | 94.3 | 95 | 93 | 94 | 95 | 3 | R 695 | R 495 | 40.4% |
| Boschkloof, Epilogue Syrah | 2017 | 94.8 | 94 | 92 | 99 | 94 | 3 | R 1,050 | R 735 | 42.9% |
| Cape Point Vineyards, Isliedh | 2017 | 94.5 | 95 | 93 | 96 | 94 | 6 | R 425 | R 275 | 54.5% |
| De Toren, Fusion V | 2016 | 93 | 94 | 90 | 95 | 93 | 6 | R 675 | R 545 | 23.9% |
| Glenelly, Lady May | 2013 | 93.5 | 94 | 93 | 95 | 92 | 3 | R 725 | R 490 | 48.7% |
| Hamilton Russell Vineyards, Pinot Noir | 2017 | 92 | 93 | 90 | 95 | 90 | 3 | R 650 | R 500 | 30.0% |
| Kanonkop, Paul Sauer | 2015 | 96 | 95 | 95 | 100 | 94 | 3 | R 3,500 | R 595 | 488.2% |
| Keermont, Topside Syrah | 2015 | 93.8 | 92 | 94 | 96 | 93 | 3 | R 575 | R 445 | 29.2% |
| Keet, First Verse | 2013 | 91 | 88 | 95 | 90 | 3 | R 675 | R 460 | 46.7% | |
| Klein Constantia, Vin de Constance | 2015 | 96 | 95 | 94 | 98 | 97 | 3 | R 1,450 | R 1,095 | 32.4% |
| Le Riche, Reserve Cabernet Sauvignon | 2015 | 92.5 | 95 | 89 | 94 | 92 | 6 | R 950 | R 550 | 72.7% |
| Meerlust, Rubicon | 2015 | 92.3 | 93 | 92 | 90 | 94 | 6 | R 575 | R 375 | 53.3% |
| Mvemve Raats, De Compostella | 2016 | 94 | 93 | 94 | 95 | 94 | 3 | R 1,800 | R 1,300 | 38.5% |
| Neil Ellis, Jonkershoek Cabernet Sauvignon | 2015 | 93.7 | 93 | 93 | 95 | 6 | R 600 | R 365 | 64.4% | |
| Restless River, Main Road & Dignity Cabernet Sauvignon | 2015 | 92.5 | 93 | 88 | 95 | 94 | 3 | R 695 | R 495 | 40.4% |
| Sadie Family, Columella | 2016 | 94.5 | 94 | 93 | 97 | 94 | 3 | R 1,350 | R 865 | 56.1% |
| Sadie Family, Palladius | 2016 | 95 | 96 | 93 | 96 | 95 | 3 | R 1,150 | R 755 | 52.3% |
| Sadie Family, Treinspoor | 2017 | 93.3 | 92 | 93 | 95 | 93 | 3 | R 550 | R 320 | 71.9% |
| Total | R 66,600 | R 40,000 | 66.5% |
- 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
The wines in the 2018 AIP
| Wine | Vintage | Ratings | Bottles/ unit |
2018 Oct |
2024 May |
Total (release) |
Total (current) |
Growth |
|---|---|---|---|---|---|---|---|---|
| Alheit Family Vineyards, Cartology | 2017 | 94+ GS MW | 3 | R 330 | R 850 | R 990 | R 2,550 | 157.6% |
| Alto, Cabernet Sauvignon | 2015 | 93 TA MW | 3 | R 235 | R 400 | R 705 | R 1,200 | 70.2% |
| Beeslaar, Pinotage | 2017 | 95 PG | 3 | R 495 | R 925 | R 1,485 | R 2,775 | 86.9% |
| Boschkloof, Epilogue Syrah | 2017 | 99 TA MW | 3 | R 735 | R 1,250 | R 2,205 | R 3,750 | 70.1% |
| Cape Point Vineyards, Isliedh | 2017 | 96 TA MW | 6 | R 275 | R 675 | R 1,650 | R 4,050 | 145.5% |
| De Toren, Fusion V | 2016 | 95 TA MW | 6 | R 545 | R 850 | R 3,270 | R 5,100 | 56.0% |
| Glenelly, Lady May | 2013 | 95 TA MW | 3 | R 490 | R 1,300 | R 1,470 | R 3,900 | 165.3% |
| Hamilton Russell Vineyards, Pinot Noir | 2017 | 95 TA MW | 3 | R 500 | R 975 | R 1,500 | R 2,925 | 95.0% |
| Kanonkop, Paul Sauer | 2015 | 100 TA MW | 3 | R 595 | R 3,750 | R 1,785 | R 11,250 | 530.3% |
| Keermont, Topside Syrah | 2015 | 96 TA MW | 3 | R 445 | R 725 | R 1,335 | R 2,175 | 62.9% |
| Keet, First Verse | 2013 | 95 TA MW | 3 | R 460 | R 900 | R 1,380 | R 2,700 | 95.7% |
| Klein Constantia, Vin de Constance | 2015 | 98 TA MW | 3 | R 1,095 | R 1,850 | R 3,285 | R 5,550 | 68.9% |
| Le Riche, Reserve Cabernet Sauvignon | 2015 | 96 GS MW | 6 | R 550 | R 1,300 | R 3,300 | R 7,800 | 136.4% |
| Meerlust, Rubicon | 2015 | 17 JR | 6 | R 375 | R 775 | R 2,250 | R 4,650 | 106.7% |
| Mvemve Raats, De Compostella | 2016 | 96 GS MW | 3 | R 1,300 | R 2,350 | R 3,900 | R 7,050 | 80.8% |
| Neil Ellis, Jonkershoek Cabernet Sauvignon | 2015 | 95 CE | 6 | R 365 | R 750 | R 2,190 | R 4,500 | 105.5% |
| Restless River, Main Road & Dignity Cabernet Sauvignon | 2015 | 95 TA MW | 3 | R 495 | R 925 | R 1,485 | R 2,775 | 86.9% |
| Sadie Family, Columella | 2016 | 97 TA MW | 3 | R 865 | R 1,650 | R 2,595 | R 4,950 | 90.8% |
| Sadie Family, Palladius | 2016 | 96 TA MW | 3 | R 755 | R 1,500 | R 2,265 | R 4,500 | 98.7% |
| Sadie Family, Treinspoor | 2017 | 95 TA MW | 3 | R 320 | R 775 | R 960 | R 2,325 | 142.2% |
| Total: | 75 | R 40,005 | R 86,475 | 116.2% |
- GS MW Greg Sherwood MW | PG: Platter’s Guide | TA MW: Tim Atkin MW| CE: Christian Eedes | JR: Jancis Robinson
- 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
