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Goals and strategies of Wine Heritage Fund

Long-term capital growth

The primary goal is to achieve long-term growth in investment value. The fund focuses on investing in wine-related activities with potential for value appreciation over time, such as vineyards, wineries, or associated investments in wine distribution and sales.

Generating regular incomes

The fund targets investments in stable wine-related activities that generate regular incomes. This includes purchasing vineyards with long-term leases or investing in wineries with stable sales channels.

Portfolio diversification

The fund aims to diversify its investments across various wine regions, areas, and types of wine. The goal is to mitigate risks associated with specific market or regional conditions, thereby maximizing returns while minimizing risk.

Supporting sustainability and ecological initiatives

The fund aims to invest in wine-related activities that follow sustainable and eco-friendly practices. This can include investments in organic vineyards, sustainability certifications, reducing CO2 emissions, and protecting natural resources.

Capital growth in the wine Industry

The fund strives to support the growth and development of the wine industry by investing in start-ups, innovative wine technologies, or expansions into new markets. The objective is to contribute to the development and prosperity of the wine industry.

Value for investors and liquidity

The fund aims to generate value for its investors through efficient investment management, providing added value, and ensuring liquidity for investors who wish to sell their shares.

Investments

The fund invests in various types of wine-related businesses depending on its strategy and investment approach. Here are some possible categories of interest:


Premium wineries

The fund focuses its investments on renowned premium wineries with an excellent reputation and a history of producing high-quality wine. These wineries have strong brands and attractive wine portfolios.

Wine businesses in developing regions 

The fund actively seeks investment opportunities in emerging regions with potential to produce quality wine. These regions may be geographically or climatically similar to recognized wine areas and offer more favorable investment costs.

Wine businesses with diversified portfolios 

The fund also prefers investments in wine businesses that have a broad and diversified wine portfolio, including various varieties and wine styles. These provide protection against risks associated with individual market trends and consumer preferences.

Organic and Biodynamic Wineries

The fund aims to invest in wine businesses specializing in organic wines and using organic farming practices. This aligns with the growing demand for environmentally sustainable and healthy products.

Innovative wineries and technologies

The fund also seeks investments in wine businesses characterized by innovative approaches in wine production and sales. This can include the use of new technologies in viticulture and winemaking, such as process automation, precision agriculture, artificial intelligence, or the use of virtual reality for sales and marketing purposes.
The fund conducts thorough analysis and selection of wine businesses based on their history, performance, competitiveness, market potential, and alignment with the fund's investment goals and strategies.

Wine Heritage Fund is a capital market fund with a global reach in its investment activities. Thanks to its chosen strategy, it attracts interest from investors worldwide. 

We strive to be the world's most admired premium wine fund. It's about more than financial performance for us. It's about being known for the experiences we create – for our consumers, customers, partners, suppliers, and our people.