WO 150 Index

2014-04-01

The Wine Owners 150 (WO 150) comprises Investment Grade Wines across the top 40 performers of the last 10 years. The goal of the WO 150 is to provide a stable and reliable index for comparison periods over extended periods of time. Because the wine performance is made up of many sub-markets, some of which have risen strongly whilst Bordeaux continues to fall acting as a significant counterweight given its significant representation. The WO 150 reflects a classic portfolio of blue chip wines.

Within the WO 150 index, top performers over the last 3 months seem to reflect a very broad-based group of wines:

Tenuta dell' Ornellaia Masseto Toscano IGT 1998	24.73%
Domaine Jean-Francois Coche-Dury Corton-Charlemagne Grand Cru AOC 2001	16.04%
Petrus Pomerol AOC 2001	12.61%
Screaming Eagle Winery Cabernet Sauvignon Napa Valley AVA 1995	11.89%
Penfolds Wines Grange Bin 95 Shiraz South Australia 2001	11.65%
Petrus Pomerol AOC 1998	11.11%
Domaine de la Romanee-Conti Richebourg Grand Cru AOC 2001	9.70%

Worst performers

Chateau Ausone Saint Emilion Premier Grand Cru Classe A AOC 2005	-16.36%
Chateau Ausone Saint Emilion Premier Grand Cru Classe A AOC 2000	-16.26%
Chateau Leoville Las Cases Saint Julien Deuxieme Cru Classe AOC 1996	-15.80%
Giacomo Conterno Monfortino Barolo Riserva DOCG 2002	-15.53%
Chateau Leoville Las Cases Saint Julien Deuxieme Cru Classe AOC 2009	-14.35%
Chateau Yquem Sauternes Premier Cru Supérieur AOC 2006	-12.97%
Chateau Cos d'Estournel Saint Estephe Deuxieme Cru Classe AOC 2009	-12.92%

Unsurprisingly Bordeaux dominates at the bottom end of performance, where the first quarter of 2014 has seen some quite sharp falls. Interestingly Monfortino 2002 finds its way into this company, in sharp contrast with Northern Italy generally and other vintages from this top micro-cuveé Barolo. Seemingly the market will price in the perceived quality of a vintage, irrespective of how dramatically a specific wine outperforms.

Go to the indices page to see a range of other more specific markets. Want to see an index we don’t yet have? Ask us and we’ll set one up for you if we think it’s of general interest!