🔔 Closing Soon: The Burgundy Collection | Co-Invest from £3,000 | Target 14% CAGR | Capital at Risk

Deadline Approaching: Our latest wine co-investment opportunity, The Burgundy Collection, will close to new investors on the 31st August 2024.

We recently released a podcast with Peter Lunzer, a member of WineFi's investment committee, explaining why we selected Burgundy for this syndicate.

If you would like to participate, you can view key details below and confirm your space in this unique co-investment opportunity.

Podcast: https://open.spotify.com/episode/0t2NqBksy0NwX1arJxgh4W?si=47e067253e4d47b1 (also available on Apple, Amazon Music, etc). 

Investment Overview: https://winefi.fillout.com/syndicateform

Link to Invest: https://winefi.fillout.com/commitmentform

Summary

• Theme: Investment-grade Burgundy wine.

• Anticipated Return: 14% CAGR (83% total return, net of fees).

• Minimum Investment: £3,000

• Expert: Peter Lunzer (£85m invested on behalf of clients).

• Fees: 10% upfront (equivalent to a 'best-in-class' 2% AMC over anticipated hold period), covering storage and insurance.

• Anticipated Hold Period: 5 Years

• Sales Provision: Assets will be sold with syndicate members' approval on a rolling basis, and profits distributed to syndicate members pro rata over the lifetime of the hold period. 

• Storage and Insurance: Stored in Coterie Vaults, a UK government approved bonded warehouse. Insured at full replacement value.

• Deadline for Commitments: 31st August 2024

• Deadline for Wire: 10th September 2024

• Structure: UK bare trust nominee, holding the assets on behalf of syndicate members. 

Please contact [email protected] if you have any questions before making a decision.