Wine investment is becoming more acceptable as a form of diversifying an investment portfolio.
The Lunzer Wine Investments ‘offshore fund’ is primarily aimed at institutional investors and family offices, with the objective of achieving long-term double digit annual returns for its shareholders through investing in the fine wines of Bordeaux.
The segregated British Virgin Island Fund is based offshore with an intended 5 year life span.
Fees include a 2% annual management charge with a success fee of 20%, payable at the end of the investment term, on profits over a hurdle of 6% per annum. Liquidity is always an important issue for investors and the fund therefore provides reasonable redemption terms. The minimum investment level is £500,000.
For more information please complete the Contact Us page or the
Information Memorandum
Request form.