Thank you to everyone that has joined the waitlist to Champagne II and received early access. It has been a great response so far.

As a reminder, joining the waitlist gives you early access before this investment syndicate goes live to the general public next week.

As with each syndicate, we are capped at 25 spaces in total.

Last week, we announced the launch of our latest wine syndicate.

This is the second iteration of The Champagne Collection, the first of which closed in mid 2024 and has since achieved 8.69% annualised alpha against the Liv-ex Champagne 50.

This opportunity allows investors to co-invest in an expertly curated portfolio of wines from Champagne from as little as £3,000. Our selection process shows historic annual returns of 11.2% net of fees. For UK Investors, this opportunity is exempt from Capital Gains Tax (CGT)

As with all our syndicates - we have 25 spaces. This will operate on a first come, first serve basis. Signing up via our waitlist gives you 'first refusal’.

Deal Overview

Sparkling Returns: 11.97% p.a.

Since January 2015, an index made up of the top performing quartile of Champagne producers has returned 211% -- an 11.97% annual return.

Over the past 5 years, the Champagne market has demonstrated remarkable resilience despite a wider market downturn - 26% of Champagnes returned 10% or more annually during this period, underscoring the region's ability to deliver consistent growth even amid challenging market conditions.

Deal Overview

Climate Change: It’s Now Or Never

In 2021, Champagne faced its smallest harvest since 1957 due to extreme weather events, including severe frosts and unseasonal heatwaves. The three grapes used in almost all champagne — chardonnay, pinot noir and pinot meunier — are severely threatened by the effects of climate change.

The changing climate of Champagne means that there are an unknown number of "iconic" vintages left. This constraint on new supply creates demand for back-vintages as the "true expression" of Champagne.

In short, exceptional vintages like 1996, 2008, and 2012 are set to become time capsules to a lost era.

Deal Overview

No Substitute: A Cultural Icon

Champagne is the only investment-grade sparkling wine, distinguished by its unique production methods, limited geographical origin, and enduring association with luxury and celebration. Champagne is so engrained in mainstream culture, that it is almost impossible to imagine celebrating an event without it.

The story of Champagne as an investment is deeply intertwined with its reputation as a luxury product. Though Champagne production dates back centuries, its evolution into the sparkling wine we recognise today began in the late 1600s.

The formation of the Comité Interprofessionnel du Vin de Champagne (CIVC) during World War II cemented regional exclusivity, reinforcing its prestige.

Champagne’s luxury appeal and its deep association with celebration create a unique market dynamic, where its symbolic status and regular consumption amplifies the supply-and-demand imbalances already present in fine wine.

Deal Overview

Investing in a WineFi Syndicate

In the UK, fine wine is exempt from CGT. Our bare trust syndicate structure allows investors to take advantage of the tax exemption whilst achieving maximum diversification.

Our Syndicates allow investors maximum diversification into the wine markets at the lowest cost of entry. This allows investors to access an uncorrelated, low volatility asset class at a fraction of the cost of buying the bottles outright.

Investing with WineFi also allows investors to utilise market expertise, and industry advantages off limits to only the largest wine merchants.

We pass on storage advantages through our low fees, and market access as ‘paper alpha’ to our syndicate members. We typically source our syndicates between a 3 and 10% discount to market value, and pass this entire discount to our investors.