The Wine Investment Fund (TWIF) is celebrating its tenth anniversary.
Since launch, TWIF has grown by 133 per cent – a compound yearly average of 9.1 per cent. This represents a more than doubling of investors’ moneys in the period – despite it being a time which saw one of the worst economic downturns in history.
Founded in 2003, TWIF continues to launch and manage funds investing in fine wine in different domiciles around the world.
“We are delighted to have reached this milestone with such positive returns,” says Andrew della Casa, joint founding director. “We have been through volatile markets and world-changing events, and many funds have disappeared (not just wine funds). We believe that our clearly defined investment process and our genuine independence (which allows us to operate without any conflicts of interest) have been fundamental to our longevity and success. We have often been referred to as the pioneers of ‘professional’ fine wine investment management and we continue to innovate. We now have a suite of tax-efficient products to suit all investor types, which means that we can look to the next ten years with confidence and optimism.”
Chris Smith and William Grey, investment managers, guide the stock selection of wines in accordance with the fund’s investment criteria and strategy. Based on fundamental research and clear objectives, the fund provides portfolio diversification to sophisticated investors seeking absolute, low risk returns.
“The last decade has seen some significant events, from the launch of Facebook and the collapse of Lehman’s, to the first African American US President. During this time there have been severe world economic upheavals which TWIF has not only withstood but through which it has thrived,” says Rodney Birrell, joint founding director.
Chandler Publishing is an independent financial publishing company which was founded in 2021 and has three digital investment titles in its portfolio: ETF Express, Institutional Asset Manager and Wealth Adviser.