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CLOSING TODAY: The Fine Wine Syndicate

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WineFi
November 08, 2024

The deadline for investment into The Fine Wine Syndicate is TODAY (Friday 8th November 2024).

This wine syndicate allows you to gain diversified exposure to an expertly-curated collection of investment-grade wines from Burgundy, Bordeaux, Napa Valley, Champagne and Tuscany – at a fraction of the cost of owning the individual wines outright.

Returns are exempt from Capital Gains Tax (CGT) for UK investors, and you can gain exposure from just £3,000. 

Learn More and Invest

Why Invest?

  • Uncorrelated, attractive risk-adjusted returns: Fine wine is uncorrelated to traditional assets, and displays better risk-adjusted returns than the S&P 500, FTSE100, gold and government bonds (see ‘Investment Overview’ linked above). 

  • Scarcity: The elite producers in scope produce wine at low levels, exacerbating the dynamic present across the wine investment markets and putting upwards pressure on price.

  • Brand Equity: The permitted investment for this syndicate includes only producers with exceptional brand recognisability, and considerable risk-adjusted returns.

  • Diversification: Each wine region performs slightly differently – akin to a miniature stock market – and this portfolio allows investors to hedge risk across multiple regions at low cost.

  • Macro Tailwinds: With climate change already impacting the five regions in scope, there are an unknown number of iconic vintages left.

  • Market Timing: The pullback in the wine markets from their October 2022 peaks presents an opportunity for investors to ‘buy the dip’. 

  • Sales Provisions: Individual wines within the wider portfolio are sold opportunistically on a rolling basis over the life of the syndicate, and proceeds are distributed pro rata to investors.

Deal Overview

  • Permitted Investment: Select producers from Bordeaux, Burgundy, Tuscany, Champagne and Napa Valley (see Investment Presentation)

  • Risk Profile: Balanced

  • Anticipated Return: 10% net CAGR (61.05% absolute return)

  • Minimum Investment: £3,000

  • Expected Hold Period: 5 Years

  • Tax Incentives: Capital Gains Tax (CGT) Exempt

  • 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.

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

Learn More and Invest