Nobles Crus

A Specialised Investment Fund

A perfect alchemy of financial and wine expertise

Wine is not only a passion but also a highly rewarding investment theme.Over the past 10 years, the great Bordeaux wines have soared 260% against 100% for the CAC 40* Index.Elite Advisers has thus created Nobles Crus, an innovative Luxembourg specialised investment fund (SIF) designed to provide you with all the expertise you need to capitalise on this investment theme.

An exciting yet sensible investment for optimal results

Christian Roger shares his passion for wine with you through Nobles Crus. Among his selections, you will find reliable assets and unexpected nectars, and you can directly follow their valuation within your portfolio. The fund allows you to combine the charms of oenology and financial expertise in the wine sector. The objective of Nobles Crus is to generate optimal gains over the long term via the purchase, storage and sale of carefully-selected classified grands crus and, to a lesser degree, en primeur wines.

A portfolio of great wines

Christian Roger is unequalled when it comes to unearthing the best and finest vintages from around the world. As a recognised European specialist, he focuses up to 80% of his investments on French, Italian and Spanish wines. Thanks to his international expertise, the Nobles Crus fund also benefits from his discoveries in California, Australia and other non-European countries, with up to 20% invested in wines from these areas. The emphasis is placed on classified grands crus (up to 70%), while the balance is focused on en primeur wines (up to 20%) and cash (up to 10%) in order to meet possible redemption obligations.

An informed and active management

As Investment Manager, Christian Roger selects the wines, purchasing them both directly from producers of classified grands crus and en primeur wines and at auctions.He estimates and sells the wines, hedges the risks involved and oversees the bottling process as well as the transportation of the wine to specialised storage locations (Port Francs, Geneva). In short, he combines his financial experience and wine expertise in order to permanently optimise the value of the Nobles Crus wine cellar.

The management of the fund is transparent and investors are regularly updated. Furthermore, the fund is open-ended insofar as it has no fixed lifetime or subscription period.Units may be subscribed or redeemed each month on the basis of the monthly net asset value.Subject to the agreement of the Investment Manager, redemptions may even be made in kind with wine.

The perfect blend of wine and finance

Christian Roger, the Investment Manager of Nobles Crus, has 20 years' experience as a banker in some of the largest international institutions. However, his interest in the world of wine emerged very early on and has only increased with time. In 1998, he left the banking sector in order to fully dedicate himself to his passion for wine. Notably, recognised expert Christian Roger is a permanent member of the Grand Jury Européen de dégustation (European Grand Jury of Wine). He is indisputably one of the greatest connoisseurs of the rarest, most renowned and most sought-after wines. He brings his in-depth knowledge of oenology and experience as an investment manager to the task of selecting and managing the wines in the Nobles Crus portfolio.

The co-founders of Elite Advisers recognised that, as an expert and investment manager, Christian Roger had the necessary skills to turn their new fund into a "grand cru". Furthermore, the co-founders Miriam Mascherin and Michel Tamisier boast a great wealth of experience in promoting high-performing funds on the European market. Operating in Luxembourg for many years, they are well acquainted with the market opportunities for international investors within an innovative and well-regulated financial framework.

8 good reasons to invest in Nobles Crus

1. An attractive investment vehicle - The innovation behind the Luxembourg Specialised Investment Fund allows the fund to invest in unique investment themes, such as wine.
2. Twofold expertise of the investment manager - Christian Roger combines his skills as a banker with his passion for wine in order to optimise the management and performance of Nobles Crus. He has successfully managed a similar fund for 10 years.
3. Experienced co-founders - Both Miriam Mascherin and Michel Tamisier have a history of success in the international promotion of high-performing funds from Luxembourg's financial market.
4. An open-ended fund - The fund's existence is not limited in time, thus avoiding the pitfalls associated with fixed-term investment management.
5. Monthly net asset value - The fund is transparent and has a monthly net asset value - uncommon traits in this type of specialised investment.
6. Active management -The investment manager actively manages the purchase and sale of wines on the basis of his knowledge and the opportunities presented by the markets.
7. An innovative diversification tool - The fund provides an opportunity to invest in a high-growth niche market that is not influenced by developments on the equity and bond markets.
8. High performance prospects - Given the growing global demand for high-quality wines, long-term return prospects are high, while the level of volatility is low.

For well-informed, passionate investors

Nobles Crus is designed for high net-worth individuals, clients of international private banks and professional investors seeking to diversify their investments via an exciting and rewarding investment theme. The fund is intended for well-informed investors

E-mail us now to get prospectus and fact sheet for this fund