Deal Overview

Why Invest in The Icon Collection?

Impressive historical returns: Averaging 11.9% annualised annualised returns (CAGR) since 2003 based on the average CAGR across 5-year investment periods from 2003 onwards.

Inherent cross-regional and first/second wine diversification: As regional elite wine prices peak; collectors often pivot to second wines from these legendary producers, or equally iconic producers in other regions offering greater value. This portfolio is designed to capitalise on both trends.

Market Leaders at Oversold Levels: These producers have historically led market movements — appreciating the most during the recent boom and experiencing the sharpest correction. We would now consider them ‘oversold’ – value can be found at price levels not seen for 10+ years.

Capital Gains Tax (CGT) Exemptions: For UK investors, returns are exempt from CGT. Every investor will receive a Letter of Recommendation from a third-party UK tax consultancy that can be shared with their accountant.

Low Correlation, Risk-Adjusted Returns: Fine wine shows low correlation to equities, bonds and commodities, and displays attractive risk-adjusted returns when compared to these asset classes.

Deal Overview

Window of Opportunity

Burgundy

Top Burgundian labels are returning to levels below their 10 year trend-lines and close to 20 year trends; this is in spite of dwindling supply.

Burgundy's limited production capacity, coupled with growing global demand, has historically created a favourable long-term environment for price appreciation.

Current pricing softness presents a strategic entry point, allowing investors to capitalise on a temporary market correction within a structurally constrained supply landscape. Moreover, ongoing vineyard consolidation and unpredictable harvests driven by climate variability further amplify Burgundy's intrinsic value and scarcity premium.

Bordeaux

Many top Bordeaux labels are trading below 2018 prices and at a significant discount to their market peak in 2022.

This presents a compelling opportunity to acquire blue-chip wines at valuations that are highly attractive relative to historical benchmarks.

Given Bordeaux and Burgundy’s established international prestige, highly liquid secondary market, and dedicated global collector base, acquiring these wines during cyclical downturns has historically yielded returns.

Prestigious wines in particular have consistently proven to be early movers during market recoveries, positioning them ideally to capitalise on an upcoming rebound.

Deal Overview

Early Movers

Iconic wines have historically acted as early movers during market recovery. Their scarcity, global appeal, and long-term collector demand give them staying power. They’re often the first labels to rebound – and the ones that tend to go furthest when they do.

Key Historic Example: Carruades de Lafite

• Post-correction returns: After the market dip in 2015, the Carruades de Lafite (an equal-weighted index) generated an impressive 16.3% annualised return (CAGR) over the subsequent seven years to the 2022 market peak.

• Performance resilience: Investors who bought the 2014 vintage at the 2015 market bottom still secured an attractive 9.48% annualised return to today, even after the recent downturn.

We’ve built The Icon Collection to reflect this dynamic. The portfolio draws from the five most expensive producers in each of the world’s seven most important fine wine regions – Burgundy, Bordeaux, Champagne, Piedmont, Tuscany, Rhône, and California. It includes both flagship wines and historically outperforming second labels.

To view and invest in The Icon Collection - please click the links below

Currently Sourcing:

The Icon Collection: Collecting outstanding payments

Champagne II: 53% sourced

The Italian Syndicate: 80% sourced