WINE an alternative investment

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WINE an alternative investment
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WINE an alternative investment

• So how has wine performed?
• Prices and values have shown a consistent pattern
  of growth with significant increases for the best
  wines of the better vintages in Bordeaux
• Fortunately we can track the change in values of
  Bordeaux claret and there is a comprehensive
  record of the prices achieved by the finest
  wines going back over 200 years

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WINE an alternative investment
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WINE an alternative investment
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WINE an alternative investment
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WINE an alternative investment

• (XYZ Company) have linked up with Vinum
  Investments Limited specifically to
• Provide an alternative investment opportunity
• Take advantage of the demonstrable investment
  potential of wine
• Help our clients capitalise on the opportunities
  provided by new pensions legislation in April
  2006
• Meet an identified demand for alternative
  investments from our clients

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WINE an alternative investment

• How can wine enhance your investment portfolio?
• Increase the level of sophistication
• Diversification to include alternative
  investments will potentially increase profit and
  reduce volatility of funds under management
• Different, fresh and interesting which is
  proven, with USPs

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WINE an alternative investment

• Allows (XYZ company ) to
• Be proactive and innovative
• Add value to our client proposition by extending
  our planning and investment services

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WINE an alternative investment

• Allows (XYZ company ) to
• Prepare our clients for significant opportunities
  arriving with A Day pension legislation
• Provide a more tangible asset class which has
  the added benefit of being a physical entity
• If all else fails, it can be drunk

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WINE an alternative investment

• So why wine?
• Historical stability
• Consistent returns
• Appellation Controlee
• Limited production

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WINE an alternative investment

• So why wine?
• Rarities
• Boutique wines
• The world is a smaller place
• Increasing private wealth in the world

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WINE an alternative investment

• So why Bordeaux?
• 1855 Classification
• Classification of the Chateaux
• Format bottle size
• Wine reviews Robert Parker James Suckling
• Publicity and marketing

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WINE an alternative investment

• Key Features
• Tax free income capital gains
• Limited production
• Diminishing availability
• Easily realisable

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WINE an alternative investment

• Key Features
• Individually tailored
• Portability world wide currency
• Supply demand
• Different living, breathing, entity

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WINE an alternative investment

• Who are Vinum Investments Limited?
• Newly established Company
• Operating from their own offices in Sevenoaks
• Formed by brothers Andy Robert Lench

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WINE an alternative investment

• Who are Vinum Investments Limited?
• Andy has 21 years experience of the wine
  industry, specialising in Bordeaux. He has built
  a significant business in the US with a
  multi-million dollar turnover
• Robert spent 30 years in the financial services
  industry, including marketing director of a
  leading stockbroker

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WINE an alternative investment

• Who are Vinum Investments Limited?
• A small specialist wine investment Company with
  particular expertise for Bordeaux wines
• A team of dedicated staff delivering excellent
  service and proactive opportunities

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WINE an alternative investment

• How do Vinum help you?
• Full support literature
• Recommend and deliver wine portfolios
• Purchase and certificate the wines in your name
  and account

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WINE an alternative investment

• How do Vinum help you?
• Store wines in the optimum conditions
• Provide valuations half yearly
• Manage the portfolio, with sale and repurchase
  recommendations, as appropriate
• Conduct tastings and events

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WINE an alternative investment

• So how has wine performed?
• Prices and values have shown a consistent pattern
  of growth with significant increases for the best
  wines of the better vintages in Bordeaux
• Fortunately we can track the change in values of
  Bordeaux claret and there is a comprehensive
  record of the prices achieved by the finest
  wines going back over 200 years

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WINE an alternative investment

• So how has wine performed?
• The average prices achieved throughout each year
  for Bordeaux Wines shows that 1,000 invested in
  1975 would have grown to 31,796
• In comparison to the FT Share Index would have
  risen to 15,847 with Gold languishing at 3,862

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WINE an alternative investment

• In summary our partnership with Vinum offers you
• A new investment opportunity
• An alternative investment
• Tax efficiency
• Unique selling proposition
• Validated returns
• Full support literature

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WINE an alternative investment

• Legal disclaimer
• For legal purposes the law of England Wales or
  Northern Ireland will apply, according to where
  you reside when you realise your portfolio.
• This information represents Vinum Investments
  Limiteds interpretation of the law and Inland
  Revenue practice as at date of publication. The
  contract terms, and the amount and taxation of
  benefits described, assume that there is no
  change in tax or other laws affecting Vinum
  Investments Limited or its investments. Vinum
  Investments Limited are not regulated by the
  Financial Services Authority. Investment in wine
  is not a regulated investment or activity.
• What you get back depends on future valuations of
  the specific wines purchased to the individual
  portfolio and these values are not guaranteed.