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Investing in whisky

At Whisky Exch, we aim to make investing in whisky simple and easy to understand, guiding you through the investment process whether you’re an individual private investor or representing a retail client. Whatever your investment style and needs, we can identify a way to incorporate whisky casts into your portfolio. When investing in whisky casks, you aren’t reliant on the performance of a fund manager or particular company.

Our aim is to collaborate with and educate investors to assist you in deciding on and purchasing premium Scotch whisky at a good price, as your investment partners. Of course, an essential and enjoyable part of the process is tasting a drop of your very own whisky. When investing at scale, your whisky will be stored in the barrel in your name at low cost in an HMRC-approved bonded warehouse.

Expected returns

As with any investment, there are no guarantees on exactly what kind of return you will make, yet you can be confident of making a profit from maturing whisky – as it ages, it also becomes more rare. Data shows that prices of the top 100 investment-grade whisky brands have gone up more than 500% in the last ten years. The below should give you an idea of the kind of returns we are seeing on whisky, based on historical price increases:

Balvenie Tun
Launched

2010

at a price of £150

Today it’s worth

£4,400

2,833% Increase

Royal Marriage
Launched

2011

at a price of £150

Today it’s worth

£3,000

1,900% Increase

30 year old
Launched

2006

at a price of £210

Today it’s worth

£2,650

1,162% Increase

Devil Cask
Launched

2013

at a price of £50

Today it’s worth

£270

440% Increase

Single Cast 1972
Launched

2014

at a price of £6,995

Today it’s worth

£19,000

170% Increase

Expected returns

It should therefore not be a surprise to learn that the 2019 Frank Knight Wealth Report listed whisky as the year’s highest-performing luxury investment. In the last year alone, values of rare bottles have increased 40% – hugely outstripping more established luxury assets such as wine, cars and art. The year 2019 also saw a record-breaking sale of a single container, of Macallan 1926, sold at auction for an incredible $1.5m – approximately £50,000 per measure. Rare Whisky 101 also reported that the value of rare whiskies increased by more than 160% from 2014 to 2018. For comparison, the FTSE 100 achieved 2.47% over the same period.

In light of the extremely attractive returns on offer, level of demand for whisky produced by a small number of top distilleries is extremely high.

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