🔔 FINAL CALL | Deadline 31st August: The Burgundy Collection | Target 14% CAGR | Capital at Risk

The Burgundy Collection, our latest syndicated offering is down to the last few spaces. If you’re interested in investing in a diversified basket of Burgundy wine with a target annual return of 14% then see the details below.

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. 

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

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