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? You do not need any experience in fine wine investing to participate in our wine fund.
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!
Sure Wine Fund Annual Reports
Review our wine fund performance in our latest annual report
Review past performance and current updates posted about our fund. All the latest information you need to know about how our wine fund is progressing.
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 Pala
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 clientele.
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
The fund will use GBP as the base currency for valuation purposes.
Investments can be made in either USD, Euro or GBP. Funds will be invested into GBP or Euro buying wines in either currency. GBP wines will be stored in the UK and Euro wines will be stored in France.
This is an investment fund that allows you to hold a position in fine and rare wine even if you have zero experience.
