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Fine Wine Market Performance

Fine Wine has outperformed almost every other major financial index over the past two decades; providing investors with long-term average returns of c. 12.9% per annum.

Below we have compared the performance of the main fine wine indices against the ASX 200 to provide a comparison as well as context for the performance of the fine wine market against the main Australian equities market.

 

Liv-ex 100 (AUD) vs. ASX 200 (July 2005 – July 2014)

The Liv-ex Fine Wine 100 Index is the industry leading benchmark. It represents the price movement of 100 of the most sought-after fine wines on the secondary market. The Liv-ex 100 index is based in GBP Sterling, so for the graph below and to represent a direct comparison for Australian investors, the index has been recalculated in Australian $.

 

 

Regional Wine Indices (AUD) vs. ASX 200 (July 2005 – July 2014)

The below graph compares in the individual performance of the regional indices that make-up the investment grade market for fine wine. We have include the three largest components Italian, Burgundy and Bordeaux. For comparative analysis, the component indices have been rebased in Australian $.

 

Wines that make up the component indices

  • Bordeaux 500: the ten most recently physical vintages for 50 top Bordeaux chateaux (2001-2010)
  • Burgundy 150: the ten most recently physical vintages for 15 white and red Burgundy, including six Domaine Romanée Conti labels
  • Italy 100: the ten most recently physical vintages for the five ‘Super Tuscans’ and five other leading Italian producers.

 

If you want to learn more about exciting wine investment opportunities please call our expert team on +61 (3) 9034 5255 or email australia@cultwinesltd.com and one of our advisors will be delighted to help. Alternatively, you can visit our Current Offers Page where you can access our most recent stock suggestions and accompanying analysis.

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