Invest in Wine & Spirits with a Cru Managed Portfolio
Our specialists find you the best buying and selling opportunities, giving you excellent financial returns.
- We invest in wine for you, generating significant gains
- Our proven track record is exceptional
- Low management fees & FREE wine storage
- You own your portfolio at all times. This is not a wine fund
Annualised Returns (since Dec. 2020)
Returns from 1st December 2020 to 30 June 2022. Cru Managed Portfolio returns weighted by portfolio size.
Since their launch in December 2020, Cru’ Managed Portfolios have outperformed all major asset classes, including Fine Wine market itself.
We achieve our returns by employing an actively managed strategy, with our traders constantly buying and selling assets to capture the retail spread.
With a proven track record our trusted advisors will help you invest in wine safely & securely.
Request more details with no obligation to invest
Our Managed Portfolio advisors will look to understand your requirements and help you every step of the way.
Receive regular performance updates
Once our specialists have selected the wine for your portfolio you will receive quarterly reports.
Earn higher returns than other traditional investment vehicles
Investing in wine as an alternative asset has a proven track record that has outperformed other mainstream markets.
★★★★★
“Investing in wine / spirits has proved to be an exceptional way to generate high returns with very low volatility”
What is a Managed Portfolio?
- We source, purchase, and manage a portfolio of wine / spirits on your behalf
- You become a ‘wine trade insider’, buying & selling at cost (not retail) prices
- You are the sole owner of all the products in your portfolio & they are stored in your account
- By buying & selling fine wine we can make you significant financial returns on invested capital
- It is a great way to hedge against inflation - and benefit from a highly inefficient market
Why a Managed Wine Portfolio?
- We serve wine investors and collectors globally and have dedicated teams in the UK, EU, Hong Kong and Singapore
- Our global reach allows us to source and sell fine wines at exceptional prices
- View your Managed Portfolio online and receive regular performance updates
- Storage is completely FREE and our management fees are tiered so the more you invest the less you pay
- Our proven track record speaks for itself and existing clients are already witnessing huge gains
Our Partners
Pay less the more you invest
You can start a Managed Portfolio from as little as $US50,000 and a minimum term of three years. The more you invest the lower your management fees will be.
STARTER
US$50,000
(minimum investment)
- 3 years minimum hold
- Quarterly reports
- Complete ownership of wines stored in your Cru Storage Account
- View performance online - coming soon
- Zero buying and selling fees
- FREE Storage
- 3% management fee
PRO
US$100,000
(minimum investment)
- 3 years minimum hold
- Quarterly reports
- Complete ownership of wines stored in your Cru Storage Account
- View performance online - coming soon
- Zero buying and selling fees
- FREE Storage
- 2.5% management fee
PRO PLUS
US$150,000
(minimum investment)
- 3 years minimum hold
- Quarterly reports
- Complete ownership of wines stored in your Cru Storage Account
- View performance online - coming soon
- Zero buying and selling fees
- FREE Storage
- 2% management fee
Why invest in wine at all?
- A fixed supply asset like wine equals a great inflation hedge
- Spreads in fine wine trading are wide, signalling significant arbitrage possibilities
- The Fine Wine Indices on Liv-Ex regularly out-perform major international markets
- Our propriety analysis tools flag undervalued trading opportunities
- You will always have legal ownership of the assets in the portfolio which is also fully insured at replacement value
How does it work?
- Contact us for more information and speak with one of our advisors. They will talk you through the whole process and answer any questions
- Minimum investment is $US50,000 and minimum hold is 3 years. Fees are the same as a typical hedge fund
- Your Managed Portfolio manager will start sourcing and selling wines to grow your portfolio immediately
- View your portfolio online and check the performance 24 hours a day. You will also receive regular email updates
- Managed Portfolios are overseen by former Goldman Sachs / Deutsche Bank Managing Director
Frequently Asked Questions
Q. Is this a wine fund?
A. No. The assets in a managed portfolio are always personally owned by you.
Q. What happens at the end of the portfolio’s life?
A. After three years, you can take custody of the portfolio or request that it is liquidated for cash (or just keep investing in wine!)
Q. What kind of returns can I expect from investing in wine?
A. Returns will vary according to the portfolio. Our initial returns have been high, and our track record can be shared with serious enquiries.
Q. Is there any leverage?
A. No.
Q. How secure is it?
A. You always have legal ownership of the assets in the portfolio. Assets are fully insured at replacement value. Managed portfolios are governed by a legal agreement with the manager.
Q. Does Cru have any track record in wine investment management?
A. Managed portfolios are overseen on a day to day basis by Dr Jeremy Howard, former Goldman Sachs and Deutsche Bank Managing Director. We have been managing client portfolios since late 2020 and have built a strong track record of excellent returns.
Q. Are there any taxes when you invest in wine?
A. You should always seek independent financial advice before making any investment. However, managed portfolios are physical purchases of fine wine/spirits. This is not an investment in a fund. All wines will be purchased and sold under bond, and hence will not be subject to duty or sales taxes during trading.
Q. Is this regulated?
A. We have held an extensive dialogue with regulators and they have confirmed that managed portfolios are not a regulatable activity. This is because wine is not a regulated asset and the assets in a portfolio are not a collective investment scheme.
Q. Do I have to pay for wine storage?
A. No. Cru covers all the costs of storing and transferring your wines when we buy and sell on your behalf.
