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Fund Performance

The Fund aims to create long-term capital growth through a deep understanding of the fine wine market.

Fund Performance

The Fund was established in 2008; however the global financial crisis in the second half of that year limited the initial number of investors and therefore the size of the Fund. Worldwide fine wine prices, as demonstrated via the major fine wine indices, experienced something of a delayed reaction to the fall of other equity markets, declining from mid-2011 onwards through 2013. During this testing period, through proactive trading and knowledge of the fine wine market, the Fund established a period of stability, and at times strong growth.

In 2013, the Fund showed modest improvement, bucking the downward market trend, whilst in 2014 the downturn experienced was slower than the market as a whole. In 2015, the wine market globally was largely benign. The main indices rose slightly to June before falling back to the same levels as the start of the year by December 2015. Therefore, despite active management there was only a small increase in share price over that year.

During early 2016, market prices grew, leading to a positive percentage growth to date.

2017

September's report on Fund performance for the third quarter of 2017 can be viewed here.

June's report on Fund performance for the second quarter of 2017 can be viewed here.

March's report on Fund performance for the first quarter of 2017 can be viewed here.

2016

December's report on Fund performance for the fourth quarter of 2016 can be viewed here.

September's report on Fund performance for the third quarter of 2016 can be viewed here.

June's report on Fund performance for the second quarter of 2016 can be viewed here.

March's report on Fund performance for the first quarter of 2016 can be viewed here.

2015

December's report on Fund performance for the fourth quarter of 2015 can be viewed here.

September's report on Fund performance for the third quarter of 2015 can be viewed here.

June's report on Fund performance for the second quarter of 2015 can be viewed here.

March's report on Fund performance for the first quarter of 2015 can be viewed here.

2014

December's report on Fund performance for the fourth quarter of 2014 can be viewed here.

September's report on Fund performance for the third quarter of 2014 can be viewed here.

June's report on Fund performance for the second quarter of 2014 can be viewed here.

March's report on Fund performance for the first quarter of 2014 can be viewed here.

2013

December's report on Fund performance for the fourth quarter of 2013 can be viewed here.

About Vinculum Wine Fund

Vinculum Wine Fund offers an opportunity for high-net-worth individuals to invest in an alternative asset class. In an uncertain world, diversifying your investments is now more important than ever. The Fund management team use their wealth of wine trade and market experience to achieve the aim of long-term capital growth. Not only taking advantage of natural appreciation as fine wines approach their drinking peaks, but also understanding the market trends and the risks associated with wine investment and global financial markets.

Vinculum Wine Fund Ltd is a British Virgin Islands limited company and is part of the Cadman Capital Group; a multinational private equity group specialising in alternative investments for high-net-worth individuals

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