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CAVACAVE INVEST’ FINE WINES AND RARE SPIRITS EXPAND YOUR MARKET REACH CAVACAVE INVEST’ is a CAVACAVE service A SOLID HISTORICAL GROWTH RECORD SCARCITY THAT BUILDS UP WITH EACH PASSING YEAR A STEADILY GROWING DEMAND

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Page 1: CAVACAVE INVEST’ · 2017. 6. 30. · CAVACAVE INVEST’ holds the exclusive rights to WineForecasts® predictive ratings, a unique tool to help you predict the growth of your portfolio

CAVACAVE INVEST’FINE WINES AND RARE SPIRITSEXPAND YOUR MARKET REACH

CAVACAVE INVEST’ is a CAVACAVE service

A SOLID HISTORICAL GROWTH RECORD SCARCITY THAT BUILDS UP WITH EACH PASSING YEAR

A STEADILY GROWING DEMAND

Page 2: CAVACAVE INVEST’ · 2017. 6. 30. · CAVACAVE INVEST’ holds the exclusive rights to WineForecasts® predictive ratings, a unique tool to help you predict the growth of your portfolio

CAVACAV INVEST’ selects the best investment-worthy fine wines and spirits according to the following criteria: • Domaine or Chateau quality, • Vintage, • Production volume, • Scores, • The highest ROI value based on market structure.

FOUR STEPS TO BUILDING A PROFITABLE INVESTMENT PORTFOLIO

Define your Own Personal Investment Strategy

Your Bottles

CAVACAVE INVEST’s stock picking acquisition process and extensive insider’s network bring you the best investment opportunities every day. The secret of our market performance is our ability to buy smart: CAVACAVE INVEST’ holds the exclusive rights to WineForecasts® predictive ratings, a unique tool to help you predict the growth of your portfolio.

Hard to find and in low supply, fine wines and rare spirits presents an excellent investment opportunity. CAVACAV INVEST’ provides you with an insider’s access to this market with a unique personalized solution that exactly matches your needs.

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CAVACAVE INVEST’

RHÔNE VALLEY CHAMPAGNE BORDEAUX LOIRE VALLEY WHISKYBURGUNDY

Balanced Portfolio Diversified Portfolio Growth Portfolio

17%

17%

17%

17%

17%

14%

19%24%

16% 16%

5%

50%

33%

38%

Investment Duration

Select the time span of your investment (recommended minimum is 3 years). Re-gardless of the duration, you stay in control of your bottle assets. You have your say at all times on what you buy, keep or sell - without any commitment.

Page 3: CAVACAVE INVEST’ · 2017. 6. 30. · CAVACAVE INVEST’ holds the exclusive rights to WineForecasts® predictive ratings, a unique tool to help you predict the growth of your portfolio

Storing your Wine for Peak Quality

Your bottles are sent to their wine case where they will safely grow in value. To this end, our expert fine wine warehousing agent, Thermoveritas, is responsible for each little detail. CAVAVAC INVEST’ provides you, through its EHD London partner (a secure bonded warehousing facility), with: • The storage of your bottles under the best conservation conditions (air-conditioned cellars with a guaranteed constant temperature and humidity). • Insurance protecting your cellar against theft, breakage or spoilage. • Monthly temperature controls performed by our partner Thermoveritas.

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CAVACAVE INVEST’

4 Proactive Cellar Management

CAVACAVE INVEST’ actively manages your cellar with its partner Wine forecasts® and recommends actions to achieve your goals. You also benefit from:• Your private access to the online CAVACAV INVEST’ and EHD London platforms that provide you with a 24 / 7 access to your private dashboard where you can validate the performance and current status of your wine portfolio. • A privileged contact with our experts who answer any question you may have - at any time of the day or night.• A quarterly wine rating assessment and update.

Portfolio Management Terms and Fees

Subscription Rates 6 % (invoiced at contract signature)

Management Fees Option 1 : 2 % of purchase value, each year. The money invested is tied-up for three years.Option 2 : 3% of purchase value, each year. The money invested remains available.

Performance Fees 20 % on capital appreciation above 5 % per year

Ownership Full and exclusive client ownership.

Assessment Quarterly assessment with reports and analyses: an advisor available 24/7

Warehousing This service is directly invoiced by the warehousing company.

Recommended minimum amount to invest

25 000 €

Page 4: CAVACAVE INVEST’ · 2017. 6. 30. · CAVACAVE INVEST’ holds the exclusive rights to WineForecasts® predictive ratings, a unique tool to help you predict the growth of your portfolio

Media CoverageÉdouard Berry • Wine Investment Advisor

[email protected]+ 33(0)7 87 71 32 38

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1994 1998 2002 2006 2010 2014

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LIV-EX *

OIL

GOLD

CAC 40

Media Coverage :

Our Partners: Credible Experts you can Trust

• Thermoveritas provides our customers with practical transportation and temperature control solutions in various designated duty-free zones.• EHD London, the international reference for collectors and merchants everywhere, provides the best warehousing solution for your wines. • Owen & Morgan professional wine broker has access to the rarest and finest wine and can offer them at the best market conditions. Thanks to their connections with influencers and prestigious domains, they have access to the best vintages.• Wineforecasts®, expert in financial and predictive wine ratings, is a financial expert specialized in fine wine. It has been the choice advisor of investment funds and collectors for the last 15 years.

Why Invest in Wines?

The Wine Market in Numbers

A 15 % annualized return over the last 20 years.3A capital insured at 100 % of its replacement value.4

Best performance recorded (2007): + 48,8 %*

CAVACAVE INVEST’ price performance over the last year (2015): + 21,73 %

Investment niche: annual capital value estimated at 9 billion $

Returns that often exceeds that of financial markets.5

A tangible asset.1A strategy to diversify and balance your investments.2

EHD

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200%

162%

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241% 232% 226%

166%155%

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67%

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490%

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WATCHESCOLOUREDDIAMONDS

JEWELRYSTAMPSCOLLECTION

ARTCOINCOLLECTION

CARCOLLECTION

INDEXAVERAGE

WINE

OVER 5 YEARS OVER 10 YEARSOVER 1 YEAR

Evolution of Luxury Goods Performance

* Liv-ex 50 reference index. Liv-ex operates a global B2B marketplace for fine wine. It makes fine wine trading more transparent.