Savea Wine

ABOUT THE PORTFOLIO

The Savea Wine portfolio is designed to replicate the performance of the Liv-ex 1000 index, the broadest measure of the wine investment market. With nearly 900 million historic price points for over 175,000 unique wines, London International Vintners Exchange (Liv-ex) is the global marketplace for the wine trade. The Liv-ex 1000 index comprises the most traded 1,000 wines from around the word, has 20 years of track record available and rebalanced only once per year, making it the perfect choice for Savea’s first portfolio.

At a glance

Historical Performance

Portfolio Composition

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01
To generate the same performance as the Liv-ex 1000, Savea buys the underlying components.
02
Not only has the index increased in value by around 8% per annum with low volatility and correlation to traditional assets over the last two decades, but its structure also makes it accessible, scalable and cost efficient to replicate.
03
The index is currently at a significant discount to its recent peak, representing attractive value.
8
%
ANNUAL AVERAGE PERFORMANCE
<5
%
ANNUAL AVERAGE VOLATILITY
0.1
CORRELATION TO Traditional Assets
Select Key :
Savea Wine
*CAGR = compound annual growth rate
Region
1yr
3yr
5yr
10yr
20yr
20yr CAGR*
Bordeaux 500
Bordeaux 500
value is upvalue is down
-11.3
%
value is upvalue is down
5.3
%
value is upvalue is down
4.9
%
value is upvalue is down
37
%
value is upvalue is down
237
%
value is upvalue is down
6.3
%
Bordeaux Legends 40
Bordeaux Legends 40
value is upvalue is down
-12.5
%
value is upvalue is down
8.6
%
value is upvalue is down
2.7
%
value is upvalue is down
44.8
%
value is upvalue is down
317
%
value is upvalue is down
7.4
%
Burgundy 150
Burgundy 150
value is upvalue is down
-16.2
%
value is upvalue is down
41.1
%
value is upvalue is down
25.8
%
value is upvalue is down
161.2
%
value is upvalue is down
644
%
value is upvalue is down
10.6
%
Champagne 50
Champagne 50
value is upvalue is down
-18.3
%
value is upvalue is down
40
%
value is upvalue is down
51.3
%
value is upvalue is down
118.1
%
value is upvalue is down
491
%
value is upvalue is down
9.3
%
Italy 100
Italy 100
value is upvalue is down
-6
%
value is upvalue is down
19.4
%
value is upvalue is down
33.1
%
value is upvalue is down
74.4
%
value is upvalue is down
275
%
value is upvalue is down
6.8
%
Rest of the World 60
Rest of the World 60
value is upvalue is down
-13
%
value is upvalue is down
14.2
%
value is upvalue is down
7.5
%
value is upvalue is down
53.6
%
value is upvalue is down
221
%
value is upvalue is down
6
%
Rhone 100
Rhone 100
value is upvalue is down
-19.6
%
value is upvalue is down
-2
%
value is upvalue is down
-1.2
%
value is upvalue is down
16.2
%
value is upvalue is down
94
%
value is upvalue is down
3.4
%

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