Scottish Heritage Fund
At the end of 2019 and the beginning of 2020. Scotch whisky showed impressive results both in terms of the total indicators of British exports, and the results of auction sales of rare bottles and collections of whisky. According to the results of the Knight Frank Luxury Investment Index, whisky became Objects of desire No. 1, far ahead of wine and art.
Against the backdrop of the devastating impact of the COVID-19 coronavirus pandemic on the global economy and the collapse in oil prices, whisky, like gold, has entered a growing phase, which suggests that not only its role as a drink beloved by everyone prevails in it, but, first of all, as a type of protective assets -
“safe haven” - in which investors run from risk during periods of turbulence in the market.
Scotch whisky ended the decade on a high note - 2019 was the best year in the history of whisky exports in the UK. According to the international consulting company Knight Frank The Wealth Report 2019 whisky became the Object of desire No.1 by the Knight Frank Luxury Investment Index, far ahead of wine and art. According to Rare Whisky 101 the average price of Scotch whisky bottle rose by 572.30% over a 10-year period.
With the devastating impact of the COVID-19 coronavirus pandemic on the global economy and the collapse in oil prices, whisky, like gold, transformed from a commercial to an investment product.
Whisky – is a type of protective assets – that investors flock towards from risk during periods of turbulent market. This trend has been clearly apparent since March 2020, when whisky casks sales have increased more than twice, and prices – by 10%.
Single malt in barrels and bottles, incl. collectible
7-10 years (2 exit strategies)
Storage at bonded warehouses in scotland.
Transparent legal structure with the participation of
consultants from Luxembourg.
Lack of capital costs.
Minimum taxation.
Has a collectible value
High quality, based on a old-centuries tradition, belongs to the category of products with a protected geographical name
It is maturated and stored at bonded warehouses in Scotland under the control of HMRC
Has a global consumption market where the demand exceeds the offer
It is not subject to sudden price changes typical of financial and securities markets
Unlimited storage time without loss of quality while increasing the cost
20 years of experience in the whisky industry
created and distributed more than 10 brands of Scotch whisky
Founder of retail chain World whisky
Manages the stock of several hundred barrels of whisky
Journalist, whisky blogger, author of books about whisky
Winner of the Golden pen of Russia award
Founder of the Maltsev Gallery Art WhiskyCollection brand
Host of telegram channels about whisky Whisky@theJar and Whisky Coin
Negotsiant, head of the Scottish company Douglas Laing & Co. third generation
Ex-journalist and PR Manager
Founded Master of Malt and Blackadder International
Investment amount-£30M, minimum amount-£0.5 M
Product group-single malt whisky in casks and bottles, including collectible
Investment horizon - 7-10 years (optimal maturity period)
Cash flow- £56.5M (7 years)
Rate of return (ROI) - from 16%-19 per annum
A transparent release strategy through the sale of assets at auctions and online platforms, to merchants, brokers, private investors and private bottling
The method of investment is the establishment of an investment fund in the form of a special partnership with limited liability (SCSp), Luxembourg, which operates under a partnership agreement under the management of a manager - the resident managing company of Luxembourg.
Unlimited investment strategies and assets for investment
No restrictions on the type of investors and the size of their investments
No need in the investment diversification
Transparent control by fund managers and auditors
Does not form legal entity in Luxembourg, does not obtain tax status and does not pay local income tax or indirect taxes
The fund’s assets are held at bonded warehouses in Scotland under the control of licensed warehouse owners and duty representative. Assets are insured at market value.
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