French boutique launches third wine investment fund

Paris headquartered boutique Financière d’Uzès has launched Uzès Grand Crus I, its third wine investment strategy.

It will be managed by Jean-Marie Godet, the fund manager of Uzès Grand Crus and Uzès Grand Crus 2, with the support of the firm’s analyst Hugues Lapauw and of Uzès Gestion’s investment committee.

The fund will be invested at least at 75% in great vintage wine bottles (known as Grands Crus).

Bordeaux wines will account for a minimum of 60% of the investments made by the fund. The selection will focus on the 15 to 20 latest and comparable vintages.

The portfolio will also include wines from Bourgogne, the Rhône valley and wineyards established outside France (mainly Italy, Australia, Spain, United States).

Uzès Grand Crus I seeks to outperform the French treasury bond 5-year OAT by 5%.

Financière d’Uzès highlights the global wine market weighs around €3.5bn per year and 70% of the wines traded globally are Bordeaux wines.

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