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From the initial analysis of investment opportunities to the sale of wines at the time of maximum appreciation, we fulfill our investment strategy and bring investors the desired appreciation while minimizing investment risks.

1 For us, investment starts with selection

 

We consider thorough analysis and subsequent selection of top wines to be one of the most important parts of the investment process, which is why we pay the utmost attention to it. Our portfolio managers, thanks to their knowledge of the investment wine market, are able to select wines that are most suitable for long-term investment in terms of quality and price.

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2 Buying wine from trusted sources

 

In order to achieve an optimal investment portfolio composition, we purchase investment wine from several sources. Most often, this involves direct purchases from renowned wineries , so-called châteaux , from which we have obtained allocations, i.e. quotas for En Primeuer purchases, based on long-term trust. Another part of the purchases is made by portfolio managers as licensed brokers on the London Investment Wine Exchange (Livex) . In some cases, we also purchase wine through proven European specialized investment wine traders .

We thoroughly evaluate each investment opportunity and consider the most appropriate form of wine purchase. We achieve our investment goals through a suitable combination of bottled wine purchases and En Primeur investments.

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3 Storing wine in specialized warehouses

 

To ensure the proper maturation of already bottled wine and the associated increase in its value, we store it exclusively in specialized bonded warehouses that guarantee constant temperature and humidity.

 

We only choose prestigious bonded warehouses in Bordeaux, France or London to store our wines. All wines are insured during storage and any transportation.

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4 Valuing wine based on market prices

 

The assets and liabilities of the Sub-Fund are valued every regular half-year, on the dates of 30 April and 31 October; based on this valuation, the current value of the Sub-Fund's investment shares is determined, in CZK (Czech crowns) and EUR (euro). The assets and liabilities of the Sub-Fund are valued at the acquisition price and subsequently at the market price on the valuation date. The market prices of Investment Wines are determined on the basis of the valuation by the Association of Sommeliers of the Czech Republic zs. Further details are set out in the statute .

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5 Selling wine at the right time

 

The overall return on investment is significantly affected by the time the wine is sold. In line with our investment goals, we consider the most appropriate time to be when the wine purchased at En Primeur is bottled and intended for sale in bottles or when the wine stored in the bottle has matured sufficiently to be consumed. It is at these times that the price increases significantly and thus the investment is valued the most. In the vast majority of cases, the time for wine to mature in the bottle is at least 5 to 10 years , but for very high-quality wines it may be appropriate to wait several decades before selling.

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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.

Wine Investment Partners ©

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