Key Fund Facts of the Wine Fund
Structure: Bermuda Incorporated Mutual Fund
Term: 5 years
Base currency: Sterling GBP
Min investment: £10,000.00
Subscription fee: 5% (of subscription proceeds)
Management fee: 1.5% pa (fixed, not on increasing nav)
Performance fee: 20% (of net profits at maturity)
Manager: Anpero Capital Limited
Administrator: TrominoFinancial Services Ltd
Auditors: MazarsLLP
NAV: calculated monthly
Valuations: independently by Liv-ex, the fine wine exchange (www.liv-ex.com)
Reporting: monthly valuation on Fund´s website, quarterly reports, annual report and accounts annual Subscribers´ dinner in London April.

