About Us
Managed Fine Wine Fund with industry experts
We all need someone to rely on, why not rely on a team of wine investment analysts that have been doing it for 20 years?
Regular Updates
We will monitor the market and give you consistent updates on the market and the performance of the wine fund. Performance review will be done yearly but there will be a six month update sent to you.
Have more time for yourself
What we are all short on is time, in todays fast paced environment and access to information in seconds using technology we become swamped with needing to know everything. With a managed wine fund, we will focus on what we know best, giving you more time for yourself!
Examples of some of the Wines invested
Lafite Rothschild
First Growth Bordeaux Wine from the 1855 Classification
Margaux
First Growth Bordeaux Wine from the 1855 Classification
Chateau Petrus
A famous Bordeaux wine from Pomerol
Latour
First Growth Bordeaux Wine from the 1855 Classification
Mouton Rothschild
First Growth Bordeaux Wine from the 1855 Classification
Haut Brion
First Growth Bordeaux Wine from the 1855 Classification
Our Managed Wine Fund Panel of Experts
Team of experts working around the clock to grow your returns in wine.
James Pala
Has been in the industry for 18 years. He is a fine wine investor himself for many years and manages wines for a global high networth clientele.
For more information, click here!
Kimmy Goh
Has been in the fine wine industry for 10 years. Coming from a diversified background having worked internationally, and bilingual in both Chinese and English, Kimmy provides professional advisory services for investment with her high net worth clientelle.
For more information, click here!
Reasons to Invest
1. Low entry to the fund only 3%!
2. Performance Fee of just 10% of your returns. Ensuring the fund will maximise on your returns!
3. Low maintenance investment for you.
4. Storage fees managed by the fund so you don't need to worry about paying on time.
5. Existing Sure Holdings Clients can transfer their portfolio into the fund.
Medium to long term investment but with no hold periods.
6. Cash out on amounts less than 10,000 within 4 weeks.
7. Higher amounts carry a longer withdrawal period.
8. Dividends will be paid yearly and the fund is licensed with Labuan Financial Services Authority.
Only existing customers of Sure Holdings are eligible to make an application into the wine fund.
Minimum Investment
Level of Investment
The minimum investment is 75,000 GBP. This minimum level of investment is determined by the Labuan Financial Services Authority where the Fund is licensed and registered.
Dual-Currency Fund
GBP and Euro Currency
GBP and Euro Currency will be traded within the fund. Investments can be made in either Euro or GBP. The funds invested will be spread accordingly within the 2 currencies. GBP wines will be stored in the UK and Euro wines will be stored in France.
The investment fund that gets you involved with wine investment even if you have zero experience.
