Wine investment portfolios

Wine investment

Wine Cellar has been trading in local and international fine wines for two decades. There are some incredible SA wines from the 20th century, as each decade pushed wine quality and increased the size of the local fine wine market. Where good bottles can be found, vintage wines offer a snapshot of the Cape’s potential.

With growing interest from international critics and a greater understanding by winemakers of older vineyards and distinctions among regions, fine wine in South Africa has been on the up over the past decade. Various 100-point awards from Tim Atkin MW and Neal Martin have captured the attention of the international fine wine community. As demand grows and inflationary pressure results in higher release prices, older vintages are set to become more expensive.

Available Portfolios

Portfolio Price Bottles/Unit Available
VIP 2015 R 180,000 258 2 Units
VIP 2015 R 200,000 258 1 Unit
PIP October 2020 R 75,000 108 1 Unit

INVEST IN SOUTH AFRICAN WINE

Invest in our VIP 2021 (Vintage Investment Portfolio).
Available from 1 December 2023

INVEST IN INTERNATIONAL WINE

Request more information on off-shore trading and future off-shore investment products

OTHER INVESTMENT PRODUCTS

View other available investment products, including our VIP 2015

What is fine wine investment?

In simple terms, fine wine investment is built on the basic economic principles of supply and demand. As wine is a product of agriculture, no two vintages of the same wine will ever be exactly the same. Consequently, there is a significant degree of limited supply to wine that is different from other beverages. As wine is consumed, the supply diminishes and if demand persists, this will result in rising prices over time.

Wine investment can also be viewed from a consumption perspective. If the position is held that a particular wine will grow in value over time, then buying at the release price will constitute a saving in comparison to buying the wine from the market once the wine is already mature.

For more information contact johan@winecellar.co.za.

Our investment portfolios

Aim to capture the most investable and fine South African wines at the lowest cost.

Each portfolio is a unitised collection of investment wine within a certain category.

Include a period of free cellaring – thereafter normal cellaring rates apply.

Our fine wine team also offers broad investment advice on local and international wines.

LIMITED AVAILABILITY

Portfolio Price Bottles/Unit Available
VIP 2015 R 214,000 258 2 Units
VIP 2015 R 195,000 258 1 Unit
VIP 2017 R 159,030 240 1 Unit
2018 AIP R 80,100 75 1 Unit
On-going

PIP – Personal Investment Portfolio

July 2022  ·  Coming soon

The PIP is a personalised, unitised wine investment portfolio based on the same principals as VIP, CIP and AIP. However, the PIPs are offered on a month-to-month basis and subject to available stock on the market.

VIP 2020 – Vintage Investment Portfolio – Sold Out

Our Vintage Investment Portfolio is back in 2020. VIP is offered only in vintages where there is broad consensus regarding the homogeneity of the vintage quality across regions.

FEATURED PORTFOLIOS

Wine Cellar Vinatge Investment Portfolio 2015

VIP 2015 – Limited availability

The Vintage Investment Portfolio 2015 is a basket of the most investable, long-ageing reds from the benchmark 2015 vintage.

Find out more
Wine Cellar Vintage Investment Portfolio 2017

VIP 2017 – Limited availability

The Vintage Investment Portfolio 2017 is a diversified, blue-chip portfolio of 26 of the finest and most investable South African wines from the great 2017 vintage, unitised into 60 identical R100,000 portfolios.

Find out more
Wine Cellar 2018 Alternative Investment Portfolio

2018 AIP – Limited availability

The 2018 Alternative Investment Portfolio is a more alternative basket and holds icon wines as well as rising stars from 2015 to 2017.

Find out more

SOLD OUT

Wine Cellar Vintage Investment Portfolio 2020

VIP 2020

The Vintage Investment Portfolio 2020 is a diversified, blue-chip portfolio of 22 of the finest and most investable South African wines from the 2020 vintage, unitised into identical R100,000 portfolios.

Find out more
Wine Cellar Cabernet Investment Portfolio 2017

CIP 2017

Seven blue-chip Stellenbosch Cabernet Sauvignons, with the lowest relative prices, were included in this en-primeur investment portfolio. Buying CIP 2017 en-primeur saves 19% on the estimated release prices.

Find out more

Other portfolios

Wine Cellar Vintage Investment Portfolio 2017

VIP 2017 – Sold Out

The Vintage Investment Portfolio 2017 is a diversified, blue-chip portfolio of 26 of the finest and most investable South African wines from the great 2017 vintage, unitised into 60 identical R100,000 portfolios.

Find out more
Wine Cellar Cabernet Investment Portfolio 2017

CIP 2017 – Sold Out

Seven blue-chip Stellenbosch Cabernet Sauvignons, with the lowest relative prices, were included in this en-primeur investment portfolio. Buying CIP 2017 en-primeur saves 19% on the estimated release prices.

Find out more
Wine Cellar 2018 Alternative Investment Portfolio

2018 AIP – Sold Out

The 2018 Alternative Investment Portfolio is a more alternative basket and holds icon wines as well as rising stars from 2015 to 2017.

Find out more
Wine Cellar Vinatge Investment Portfolio 2015

VIP 2015 – Sold Out

The Vintage Investment Portfolio 2015 is a basket of the most investable, long-ageing reds from the benchmark 2015 vintage.

Find out more

Current Indices

VIP 2017

117.8

(Base January 2020)

CIP 2017

119.5

(Base April 2019)

2018 AIP

160.2

(Base November 2018)

VIP 2015

150.2

(Base August 2018)

Wine Cellar Investment Team

FAQ

What is a Wine Cellar investment portfolio?

  1. A unitised collection of the finest and most investable wines within a specific category.
  2. Each portfolio is managed by the fine wine team and professionally cellared at no charge until maturity.
  3. We believe this structure attracts the least costs and offers the highest opportunity for returns.

Which wines are selected for the portfolios?

  1. We select each wine for its propensity for price growth over time.
  2. Each wine must hold a fine wine track record and have the ability to age at least a decade.

Do I own the physical wines?

  1. Yes, the investment portfolios unitise your investment.
  2. You are not buying shares or into a fund.

Can I rather drink the wines?

  1. Yes, but if you withdraw the wines before maturity you effectively lose the free cellaring.

Where are the wines stored?

  1. In our temperature-controlled, underground cellars in Observatory and Maitland.
  2. We manage 300,000 bottles for 800 customers.

How do I know the value?

  1. We update the market prices every quarter and track an overall index of each portfolio.

How do I sell my investment?

  1. At any time you are able to broker your investment or sell it privately.
  2. Portfolios can be brokered through Wine Cellar in their entirety with a 5.75% brokerage fee.
  3. Wines within each portfolio can be brokered individually at 11.5%.
  4. Wine Cellar has been brokering customers wines since 2001 and liquidity is steadily growing each year.

What happens after maturity?

  1. The wines can be brokered, withdrawn or cellared further at our standard cellaring rates.
  2. See the storage rates

Have any questions?

Haven’t found an answer and need help?

Contact the investment team or call us on +27 21 448 4105.

Payment methods
Copyright © 2024 - Wine Cellar