Fund Status & Licensing
The Wine Source Fund and the Vineyard & Terroir Fund are both sub-funds of WSF SICAV PLC.
Wine Source Fund is a SICAV under the law of Malta as a multi-fund public limited liability company with variable share capital (SICAV) pursuant to the Companies Act (Chapter 386 of the Laws of Malta), and is licensed by the Malta Financial Services Authority (“MFSA”) as a Professional Investor Fund which is available to Eligible Investors.
The legal structure and investment strategy of our funds fits the needs of professional investors, institutions and banks as well as private individuals.
Our current investor base includes family offices, individual investors and other investment institutions.
Alternative Asset Investing
Alternative investments are alternatives to so-called ‘mainstream investments’: equities and fixed income. They include private capital, real estate, real assets and hedge funds, but also art and wine. Investors are increasingly relying on alternative strategies to help them achieve their return and diversification goals.
Taxation when investing into vineyards and land through VTF
Taxation associated with this fund functions similarly to that of a stock investment company. In some territories, such as Belgium, Switzerland and Hong Kong, among others, such investments are tax free . We advise you to confirm your taxation terms with your tax advisor.
Vineyard and Land Investment Activity
In recent years, we have seen a global trend for UHNWIs and a number of Silicon Valley Tech Entrepreneurs, as well as luxury conglomerates such as LVMH and Kering Group, to buy land and vineyard estates, resulting in significant price increases in the corresponding regions.
Our approach to wine & land investing
We understand the alternative asset classes of wine and land, so we can help you determine which investment is right for you in the short or long term, and then oversee it. We apply decades of wine industry expertise to help build and manage our alternative funds, and our partners include the world’s top wine producers (see list of our partner wineries and producers).
Through WineSourceGroup, we have been researching and working alongside internationally respected winemakers for over a decade.
We identify the most appropriate producers and wineries for the respective fund-investment objectives.
We observe market trends closely before selecting our portfolio. Although this does not guarantee results, we believe our approach is sound and we attempt to balance acceptable level of risk in support of a long-term return.
Investing into WSF and VTF Funds
We want to make investing into wine and land comprehensive at every step of the way.
If you are interested in subscribing to WSF or committing as an early investor to the VTF, which is currently open for commitments, kindly fill in the More Information form and we will get in touch by telephone and email.