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Wine Heritage Fund SICAV a.s.

Taste of Wine, Taste of Success

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Advantages of Investment

expertise in the wine industry

perfect knowledge of production processes

identification of growth potential

knowledge and assessment of profitability growth potential

experience in activity management

Wine Heritage Fund is a fund for qualified investors with a global reach in its investment activities. Thanks to the chosen strategy, it enjoys the interest of investors from all over the world.

Our goal is to become the world’s most admired premium wine fund. For us, it’s about more than financial performance; it's about being known for the experiences we create – for our consumers, customers, partners, suppliers, and our people.
Global wine market

Basic Fund Parameters

  • Legal Form:
    Joint-stock company with variable capital (SICAV)
  • Fund Type:
    Fund of qualified investors
  • Underlying Assets:
    Equity interests in wineries, vineyards, and agricultural companies
  • Issued Security:
    Investment shares A (IAA EUR)
  • Public Tradability:
    No
  • Subscription Frequency:
    Monthly
  • Minimum Investment:
    1 million CZK (from 100,000 CZK within the Symbion product)
  • Entry Fee:
    max. 3 %
  • Investment Horizon:
    Long-term, 5 years
  • Redemption Frequency:
    Monthly
  • Redemption Payment:
    Within 12 months from the end of the month when the redemption request was made
  • Exit Fee:
    • 1st year - 5 %
    • 2nd Year - 5 %
    • 3rd year - 5 %
  • Fund Profit Tax:
    5 %
  • Shareholder Tax - Individuals:
    15 % for redemptions up to 3 years, 0% for redemptions after 3 years
  • Fund Manager:
    DELTA investiční společnost a.s.
  • Fund Depositary:
    UniCredit Bank Czech republic and Slovakia, a.s.
  • Fund Auditor:
    PKF APOGEO Audit, s.r.o.

The global wine market

The largest sectors of the global economy are industry, services and agriculture.

The global wine market is a large and dynamic sector with a wealth of important information. Here are some key insights:

  • Wine Production: Global wine production reaches an enormous scale. The main producing countries are Italy, France, Spain, the USA, and China. However, many other countries, such as Argentina, Australia, South Africa, and New Zealand, have become significant producers in recent years.
  • Wine Consumption: Wine consumption varies significantly between countries. Traditional wine countries, such as France and Italy, have traditionally high wine consumption. New markets, such as China and the United States, are experiencing rapid growth in consumption, making them significant players in the global wine market.
  • Export and Import: Many countries both export and import wine. France, Italy, and Spain are the largest wine exporters, while the United States, the United Kingdom, and Germany are among the biggest importers. There are also many growing markets, such as China and Russia, which are becoming important players in both import and export sectors.
  • Quality and Diversity: The wine market offers a wide variety of wines of different qualities, styles, and grape varieties. Among the most famous and valuable wines are those from regions like Bordeaux (France), Tuscany (Italy), and Rioja (Spain). Additionally, there are many wines from other countries and regions that are gaining popularity among consumers.
  • Trends: Several trends can be identified in the global wine market. These include increased demand for white and rosé wines, growing interest in organic and biodynamic wines, and the rising popularity of sparkling wines, especially Champagne and Prosecco.

Investments in wineries and vineyards can be highly varied and depend on many factors, such as vineyard size, wine region, technologies used, types and varieties of grapevines, land prices, operating and maintenance costs, and other factors. Here are some statistics regarding investments in wineries and vineyards:

  • According to Allied Market Research, the value of the global wine market was estimated at over USD 400 billion in 2020 and is expected to reach approximately USD 609 billion by 2028. This growth is driven mainly by increasing demand for high-quality and exclusive wines.
  • According to a 2020 report by Wine Intelligence, more than 80% of the world's vineyards are located in small and medium-sized enterprises with annual revenues of up to USD 10 million. However, these small and medium enterprises constitute more than 90% of the total number of wine businesses.
  • According to a 2021 survey by Silicon Valley Bank, the value of investments in wineries and vineyards in the USA was estimated at USD 5.2 billion in 2020, a slight increase compared to 2019. This growth is mainly due to investments in winemaking technology and vineyards in new areas.
  • According to a 2021 report by Rabobank, the most investing countries in wineries and vineyards are Spain, Italy, France, Germany, and the USA. However, the most significant growth in investments is expected in Asia, particularly in China, where viticulture and winemaking are becoming increasingly popular.
Why the Wine Heritage Fund

Wine Heritage Fund

Vineyard Land

Vineyard land is generally considered highly valuable with long-term worth. Such land often remains in families for generations and can be sold at high prices.

Growing Demand for Wines

Wine is a popular beverage worldwide, and the demand for quality wines is increasing. Moreover, wine is becoming increasingly popular, providing many opportunities for exporting wine globally.

Lasting Value of Wine

Wine holds significant value as a cultural and historical artifact. Quality wines appreciate in value with age, meaning that investment in the wine industry can offer long-term returns.
Objectives and strategy of the fund