In this series we follow five examples from multiple regions and winemakers using historic financial data from liv-ex the largest online exchange for fine wines to demonstrate the financial gains achieved within a five year period.
- Domaine de la Romanee-Conti ‘La Tache’ 2009 from Burgundy
- Chateau Mouton Rothschild 2000 from Bordeaux
- Opus One 2010 from Napa Valley, California
- Domaine Jean-Louis Chave Ermitage Cuvee Cathelin 2009 from Rhone
- Marchesi Antinori Tignanello 2009 from Tuscany
One of the famous Bordeaux ‘First Growths’, this wine is a well known powerhouse within the fine wine market. We’ll take you through the last five year’s price performance but bear in mind this wine was released onto the market at £2,200 in 2001. Fast forward to January 2014 and its value had risen by 372% to £10,400.
Assuming you had purchased a case in January 2014, the first years hold term would have delivered a healthy 18%, reaching a market value of £12,200. Two years later this figure had risen to £14,826, a growth of 43% against the January 2014 purchase price. Today, at the end of a five year hold period, the ‘Mouton 2000’ has a market value of £19,339 and would have delivered a growth of 86%, or a CAGR of 17.2% per annum.