LAUNCHING TODAY:
The Fine Wine Collection 
A New Syndicate from WineFi

In this edition of WineFi weekly, we’re talking about:

Our Latest Syndicate - The Fine Wine Collection - a diversified portfolio of top investment-grade wines from Bordeaux, Burgundy, Tuscany, Napa Valley and Champagne.

For investors looking to maximise exposure to multiple different regions at the lowest possible cost, this could be the syndicate for you.

We’ll also be talking about the WineFi Investment Score (WIS) - our unique data-driven investment strategy

Let’s uncork this.
(estimated read time 3 minutes. Capital at Risk)

The Fine Wine Collection

After the successful closure of The Burgundy Collection, we are looking ahead to the launch of our next co-investment opportunity.

This investment syndicate allows members to co-invest in a multi-regional diversified, expertly-curated portfolio of ‘investment- grade’ fine wine from as little as £3,000 for existing WineFi subscribers. This is a fraction of the cost of owning the entire portfolio outright.

As a reminder, here is the Deal Overview:

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

• Risk Profile: Balanced

• Anticipated Return: 10% CAGR

• Minimum Investment: £3,000

• Expected Hold Period: 5 Years

• Tax Incentives: Returns are 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

• Fine wine can offer investors uncorrelated and attractive risk-adjusted returns. For UK investors, the legal advice we have received is that returns remain exempt from Capital Gains Tax (CGT) due to our bare trust nominee structure.

• A price-weighted index of 10,824 most liquid investment-grade wines from the five regions in scope (Bordeaux, Burgundy, Napa Valley, Champagne and Tuscany) shows an 11.6% CAGR over the past 10-years, or a 201% total return.

• Our anticipated return for this portfolio is 10% CAGR over an estimated 5-7 year hold period. Balanced risk profile.

• The portfolio has been prepared by wine investment specialist Peter Lunzer (a member of WineFi’s Investment Committee) who has invested £85m+ on behalf of clients.

• 10% sourcing fee, covering storage and insurance for five years (equivalent to 2% AMC) taken upfront. No carry is to be taken by WineFi and no fees will be payable upon brokerage.

The WineFi Investment Score

Introduction to the WineFi Investment Score

The WineFi Investment Score (WIS) offers a sophisticated, quantitative method for ranking wine vintages based on their historical performance. It provides investors with valuable insights into which producers, labels, or wine groups have shown consistent price appreciation over time, primarily due to demand exceeding supply.

The WIS at its core is a way of ranking groups of vintages based on their past performance, highlighting those producers/labels/groups of wines for which supply most regularly outstrips demand and as such, prices consistently rise.

Groups of wines are given a weighted score based on:

Return Performance
This factor measures the compound annual growth rate (CAGR) of a wine or group of wines over varying periods. Wines with higher average returns contribute positively to their WIS ranking. It helps investors focus on wines with the best long-term returns.

Consistency
Wines that show consistent returns across all vintages in a label or for a given producer score higher. This consistency is crucial for investors looking for reliable growth potential rather than short-lived spikes in value.

Liquidity
The market activity around a wine—such as the number of unique vintages available, frequency of price updates, and overall market depth—also affects the score. Wines with more market liquidity are typically easier to trade and thus rank higher on the WIS scale.

Data Reliability
Fine wine is a rare asset, and pricing data can often be sporadic or inconsistent. To ensure accurate scoring, the WIS accounts for the reliability of the available data, adding another layer of refinement to the investment analysis.

The score is normalised to a 0-100 scale, where 100 represents the best-performing producer in the dataset.

The Power of Combining Data with Expert Insights

While the WIS offers an objective look at past performance, it is not meant to function in isolation. Our Investment Committee plays a crucial role in enhancing the score with qualitative knowledge.

Fine wine is influenced by numerous factors beyond just supply and demand—elements such as changing consumer preferences, emerging market trends, and evolving industry dynamics all impact the long-term value of a vintage.

The committee's expertise in these areas ensures that the WIS is not simply a static number but part of a more comprehensive investment strategy. Their understanding of market shifts, tasting profiles, and the intricate variables that affect a wine’s future value adds context to the quantitative data, providing a fuller picture for investors.

What’s happening at WineFi?

Latest Podcast Appearance

Our CEO Callum Woodcock recently appeared on The Story Book Podcast. He discusses his journey into entrepreneurship, the mistakes he made along the way, his ongoing battle to keep up with Gen Z slang, and most importantly - wine!

Fine wine is an alternative and illiquid asset class and should only form a small part of a well-diversified portfolio. The value of your investment can go down as well as up and you may not get back the full amount you invested.