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DEADLINE EXTENSION: Italian Wine Investment Syndicate🍷🎉

Extension for applications and webinar 11th December

Author

WineFi
December 06, 2024

Given the significant interest we have seen in The Italian Syndicate, we are pleased to announce that we will be extending the application period to the 23rd December 2024.

In light of this, we will be running a Q&A webinar with investment expert Peter Lunzer at 1:00pm UK time on 11th December 2024.

Our latest fine wine syndicate allows you to gain exposure to an expertly-curated portfolio of investment-grade wines from Italy’s two premier wine regions – Tuscany and Piedmont – at a fraction of the cost of owning the total portfolio outright.

Our analysis shows that Piedmont has returned an impressive 12.6% CAGR over the past 10 years, whilst Tuscany has delivered 10.7% CAGR.

Returns are exempt from Capital Gains Tax (CGT) for UK investors, and you can gain exposure from just £3,000. Fees are equivalent to just 2% per annum.

The Italian Syndicate Details

Learn More and Invest

Why Invest?

  • Uncorrelated, attractive risk-adjusted returns: Fine wine displays more attractive risk-adjusted returns than mainstream equity, bond and commodities bonds (including the S&P 500 and FTSE100).

  • CGT Exempt: For UK investors, returns are exempt from Capital Gains Tax (CGT). WineFi will provide a letter of recommendation on this theme that can be shared with an account or tax adviser.

  • Expanding Market Share: Demand for Italian fine wine has grown faster than any other wine investment region over the past 5 years, and now accounts for 21% of worldwide fine wine transactions.

  • Growing Momentum: Piedmont is increasingly viewed as ‘a new Burgundy,’ with secondary market conditions similar to those that pre-empted the explosive growth in value seen in Burgundy in the 2010s.

  • Resilience: Historically, the max drawdown experienced by these regions has averaged just 3.8%.

  • Low Cost Exposure: Gain exposure from just £3,000 – a fraction of the cost of owning the individual wines outright.

  • Market Timing: The pullback in the wine markets from their October 2022 peak represents an opportunity for investors to take advantage of attractive valuations.

  • 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. In short, investors receive pay-outs over the lifetime of the syndicate.

Deal Overview

  • Permitted Investment: Select producers from Piedmont and Tuscany.

  • Risk Profile: Balanced

  • Anticipated Return: 11.8% net CAGR (74.7% absolute return)

  • Minimum Investment: £3,000

  • Expected Hold Period: 5 Years

  • Tax Incentives: Capital Gains Tax (CGT) Exempt for UK investors.

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

  • Fees: 10% taken up front (equivalent to 2% AMC) covering storage and insurance. No further fees to be taken.

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

  • Deadline: December 2024 (exact date TBC).

  • Capital at risk: Fine wine is an unregulated asset class, and the value of investments may fall as well as rise. Please see Investment Presentation for a comprehensive risk overview.

Learn More and Invest