Fine Wine Investment Managed Fund

September 2018

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!

Fund Valuation

Wine Fund Current Price

Wine Fund Unit Par Value 1.00 GBP/Unit


Value of the wine fund is based on the growth and size of the fund.

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

Become a Wine Trader

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. 

Apply NOW

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.


Frequently Asked Questions

Contact Us

Register your interest in our wine fund

Only Sure Holdings existing customers with a wine portfolio can be considered for our managed wine fund.


Not yet a client of Sure Holdings? Apply for an account now.

Sure Holdings Fine Wine Fund

invest@surewinefund.com

Unit B Lot 49, 1st Flr Blk F Lazenda Warehouse, 3 Jalan Ranca Ranca, 87000, Labuan, Malaysia

Business Hours

Monday to Friday: 9am - 7pm