Ashton Hoyle Independent Financial Advisers / independent advice to both corporate and personal clients on all aspects of financial planning
 
 
Services

Fine Wine Investment

graphjune2008-2

 

 shot-of-a-glass-of-wine-and-a-wine-bottle-~-57437450

Investment in wines is not new. In fact those with expert knowledge of the best vintages and top chateaux of bordeaux have been exploiting this sector for hundred of years. Over the last quarter of a century Fine Wines have proved to be one of the most consistently stable, high yielding, low risk investments in the world.

When investing in Fine Wines you should rely on expert advice.  Together with some of the world's leading experts in this field are able to offer you a complete service in the purchase, storage management and eventual sale of you Fine Wine Investment Portfolio.

Out of over 4,000 chateaux in Bordeaux, only the top 50 reach the standards demanded. For a quality investment the wine must be from the best vintage of the top chateaux. Records that go back over 250 years, show that Fine Wine has remained the steadiest form of investment in the world, generally unaffected by general elections, stock market fluctuations and interest rate changes. With Premier Cru’s unique combination of expertise in Fine Wines, tax law, investment management and market requirements, they are able to structure 'individually tailored' personal investment portfolios.

15.90% per ANNUM AVERAGE GROWTH

investment_growth2007

£10,000 Invested in January 1990

The above graph is based on financial results from 1/1/1990 - 01/01/2007 as supplied by Micropal of Standard & Poors, and shows the best returns averaged from the 10 top producing life assurance companies. Assuming an Offer to Bid price at UK basic rate tax. Wine indices calculated using actual sale values achieved.

 

Jan- 05
Jan- 06
Jan- 07
Aug- 07
May- 08
MANAGED FINE WINE PORTFOLIO
£71,197
£89,760
£122,935
£169,845
£169,845
FT All Share Index
£31,075
£39,145
£45,694
£49,150
£186,321
Managed Unit Trust
£24,534
£29,480
£32,420
£33,975
£30,664
Managed Life Assurance Fund
£21,058
£24,517
£26,843
£28,116
£27,250
UK Building Society
£16,318
£16,566
£16,798
£16,948
£17,191
UK Retail Price Index
£15,985
£16,338
£16,927
£17,356
£17,839

Portfolio

  • Capital Investment Portfolio
  • Income Portfolio
  • Retirement Plan
  • Monthly Savings Plan
  • School Fees Plan
  • Wedding/Engagement Portfolio
  • Mortgage Repayment Portfolio

 

Capital investments start from £5,000. There is no upper limit, subject only to availability. Additional investments can be as low as £1,000 and can be invested at any time during the year.

Monthly Investment Plan: £5,000 initial investment and £150 per month, and can be enhanced at any time.

Income Portfolio minimum investment of £10,000.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Ashton Hoyle Independent Financial Advisers is a trading name of Ashton Hoyle Limited which is an appointed representative of Acorn Independent Financial Management Limited, which is authorised and regulated by the Financial Services Authority and is entered on the FSA register under reference 225389"
Copyright © 2008 by Ashton Hoyle Independent Financial Advisers. All rights reserved.
http://www.ashtonhoyle.co.uk/services/tax-efficient-investments/fine-wine-investment.html
Last update: 04 Sep 2008, 10:58:51
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