oeno group, the global leader in the fine wine investment sector, has officially launched its first regulated fine wine investment fund. It was a bold initiative that promises to redefine the alternative investment landscape, says Tiago Stattmiller, Oeno Group’s regional director in Portugal.
The global fine wine market is valued at more than $5 billion and is expected to grow steadily as more investors turn to tangible assets in volatile economic environments, he said. Over the last 15 years, fine wine has recorded an average annual return of 10.6%, according to the liv-ex fine wine 1000 index – outperforming many global stock indices and even gold in periods of economic instability.
Founded in 2015, Oeno group has quickly risen as a benchmark in the sector, combining in-depth industry knowledge with advanced data analytics. “The new fund, structured as an ICO (collective investment scheme) in Portugal, is designed to capitalize on the strong historical returns of the fine wine sector and its low correlation with traditional assets.”
The goal of the oeno wine investment fund is to raise 20 million euros in the initial phase, with a minimum investment of 50,000 euros for qualified investors, as stated by the regional director of the Oeno Group in Portugal.
The fund will focus on acquiring excellent wines, with high potential for appreciation, from elite producers in prestigious regions such as Bordeaux, Burgundy, Champagne, among others. “We have created a vehicle that allows investors to benefit from our exclusive access to the market and our experience, while maintaining the security and transparency of a regulated structure”, said Michael Doerr, CEO of Oeno Group.
The text in bold
We have created a vehicle that allows investors to benefit from our exclusive access to the market and our experience, while maintaining the security and transparency of a regulated structure.
Michael Doerr
CEO of Oeno Group
Fine wines for everyone
The launch of the Oeno Wine Investment fund represents a milestone not only for the company, but also for the entire fine wine industry. By institutionalizing access to this historically exclusive market, Oeno is democratizing investment in fine wine, without compromising its premium nature.
Investors now have the opportunity to gain exposure to an asset with centuries of history, under modern supervision and with strong return potential – all practiced by one of the most trusted names in the industry.
Portugal enters the whisky investment map
The oeno group has also launched the first regulated whisky investment fund, which puts Portugal at the forefront of a growing global trend: investment in rare and collector’s spirits. Called the Oeno Fine Wine & whisky fund, this new fund will be based in Portugal and will be open to qualified and non-qualified investors, with a minimum investment of 50,000 euros. The Oeno Group’s recommendation is a minimum investment of 100,000 euros.
The fund will focus on acquiring and managing rare casks and bottles from prestigious Scottish, American, Japanese and Irish distilleries, with an emphasis on limited editions, discontinued whiskies and lots coveted by private collectors and auction houses. “With the Oeno Fine wine & whisky fund, we are bringing to Portugal an investment opportunity that until now has been practically nonexistent in the country,” says Tiago Stattmiller, investment director in Portugal, adding: “It’s a tangible, emotional asset class with an excellent performance record – perfect for those looking for real diversification outside the traditional financial markets.”
This fund does not constitute an investment solicitation or an offer to buy. For more information go to investors@fundbox.pt
