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Wine Investment Partners

 

The aim of the Wine Investment Partners investment fund is to offer investors the opportunity to invest in a specific commodity – investment wine. Investments will be made in both investment wine in bottles and investment wine En primeur. In addition to investment wines, assets will be held in highly liquid assets.

A typical investor is a qualified investor. For him, the investment represents deferred surplus funds in the sense of investment in alternative financial assets, and from the perspective of his investments, the investment should then represent a limited part of his total investments.

Decisions on investments in assets that may be acquired are made by portfolio managers and are controlled by a risk manager, who also continuously evaluates the riskiness of investments.

The fund does not track any benchmark index.

The investment horizon (the approximate period for which the investment should be held in order for the investor to achieve the expected return) should then be optimally 5 years or more.

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VÝROČNÍ ZPRÁVY

Users of these pages and those interested in information or investment in Wine Investment Partners SICAV as are expressly advised, in accordance with the Act on Investment Companies and Investment Funds, that investments in the qualified investor fund, which is Wine Investment Partners SICAV as, can also be offered publicly in the Czech Republic, however, only a qualified investor can become a partner in this fund.

 

A qualified investor is defined by the relevant provisions of the aforementioned Act, and in the case of natural persons, it may be, in particular, a person whose paid-up deposit or paid-up investment in this fund corresponds to at least EUR 125,000 and who has made a declaration that he is aware of the risks associated with investing in this qualified investor fund.

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