2018 AIP Wine Investment

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).

2018 Alternative Investment Portfolio

 

Management fees*

R 0,00

*Free management for 5 years

Cellaring fees*

R 0,00

*Free cellaring for 5 years

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 395 R 330 19.7%
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 375 R 275 36.4%
De Toren, Fusion V 2016 93 94 90 95 93 6 R 615 R 545 12.8%
Glenelly, Lady May 2013 93.5 94 93 95 92 3 R 650 R 490 32.7%
Hamilton Russell Vineyards, Pinot Noir 2017 92 93 90 95 90 3 R 595 R 500 19.0%
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 495 R 445 11.2%
Keet, First Verse 2013 91 88   95 90 3 R 600 R 460 30.4%
Klein Constantia, Vin de Constance 2015 96 95 94 98 97 3 R 1,095 R 1,095 0.0%
Le Riche, Reserve Cabernet Sauvignon 2015 92.5 95 89 94 92 6 R 750 R 550 36.4%
Meerlust, Rubicon 2015 92.3 93 92 90 94 6 R 495 R 375 32.0%
Mvemve Raats, De Compostella 2016 94 93 94 95 94 3 R 1,600 R 1,300 23.1%
Neil Ellis, Jonkershoek Cabernet Sauvignon 2015 93.7 93   93 95 6 R 550 R 365 50.7%
Restless River, Main Road & Dignity Cabernet Sauvignon 2015 92.5 93 88 95 94 3 R 600 R 495 21.2%
Sadie Family, Columella 2016 94.5 94 93 97 94 3 R 1,250 R 865 44.5%
Sadie Family, Palladius 2016 95 96 93 96 95 3 R 1,000 R 755 32.5%
Sadie Family, Treinspoor 2017 93.3 92 93 95 93 3 R 395 R 320 23.4%
Total               R 59,550 R 40,000 48.9%
  • 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