Introduction - The Icon Collection

The Icon Collection offers exposure to an elite, globally diversified portfolio comprising wines exclusively from the five most expensive producers in each of the world’s seven most iconic wine regions: Bordeaux, Burgundy, Champagne, California, Piedmont, Tuscany, and the Rhone.

Legendary producers such as Domaine de la Romanée-Conti, Petrus, Krug and Screaming Eagle are now trading at valuations not seen in over a decade, presenting a rare opportunity for value entry into the highest tier of the fine wine market.

Across tens of thousands of simulations using real market data, this collection has delivered an average 5-year CAGR of 11.9% (net of fees), with historical data showing consistent outperformance versus major indices such as the Liv-ex 1000.

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

Capturing Value Across Regions and Tiers

When the prices of top-tier wines peak in one region, collectors pivot quickly—seeking greater value through prestigious second wines or discovering untapped potential in elite producers from other iconic regions.

This syndicate is strategically positioned to harness exactly these market dynamics. By carefully selecting first and second wines from the five leading producers across seven critical investment regions, we capture significant growth potential driven by shifting collector demand.

Notably, second wines in Burgundy and Bordeaux have consistently outperformed their first-wine counterparts over the past two decades, delivering superior returns at 20-year, 10-year, and 5-year intervals based on equal-weighted indices.

Meanwhile, across other premier investment regions, primary labels from iconic producers continue to command impressive performance, consistently outpacing secondary offerings.

This blend of targeted regional expertise and tier diversification positions The Icon Collection uniquely - capturing maximum returns by aligning with proven historical trends and evolving collector preferences.

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.

Uncorrelated, Risk-Adjusted Returns: Fine wine is almost perfectly uncorrelated to equities, bonds and commodities, and displays more attractive risk-adjusted returns than these traditional asset classes on a Sharpe Ratio basis.

Deal Overview

Investing in a WineFi Syndicate

In the UK, fine wine is exempt from CGT. Our bare trust syndicate structure allows investors to take advantage of the tax exemption whilst achieving maximum diversification.

Our Syndicates allow investors maximum diversification into the wine markets at the lowest cost of entry. This allows investors to access an uncorrelated, low volatility asset class at a fraction of the cost of buying the bottles outright.

Investing with WineFi also allows investors to utilise market expertise, and industry advantages off limits to only the largest wine merchants.

We pass on storage advantages through our low fees, and market access as ‘paper alpha’ to our syndicate members. We typically source our syndicates between a 3 and 10% discount to market value, and pass this entire discount to our investors.

Trump's 200% Tariff: Implications for Fine Wine Markets

Trump’s proposed 200% tariffs on EU wine could reshape global pricing dynamics — but the impact won’t be evenly felt. In our latest website article, we explore why younger vintages will likely face the brunt of the disruption, while mature, in-market wines remain resilient or even strengthened by the shift in demand. With more supply likely to hit the UK market, short-term price adjustments may present rare opportunities for patient investors.

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