WineFi Market Update: Second Consecutive Month of Growth Across Key Indices 📈

Welcome to the WineFi Newsletter

Here’s what we’re talking about today:

• An uptick in the wine markets.

• The Signal Collection remains open due to strong demand.

• A shifting trend in how investors are approaching their wine portfolio.

• Sourcing updates for our recent syndicates.

Wine Market Recovery Continues

The Liv-ex 1000 has increased for two consecutive months for the first time since October 2022.

With the exception of the Rhone 100, all of the major regional Liv-ex indices posted positive month-on-month returns in October.

While promising, it’s important to note some key considerations.

• A market recovery is defined as 6 consecutive months, so this short uptick still falls a long way short of a full ‘recovery’.

• The Liv-ex indices are not a complete depiction of the wine markets, as they only cover a small subsection of the most liquid wines.

• Bid:offer ratios are a strong indicator of the true supply and demand in the wine markets and as highlighted in our Head of Investment Matthew Small’s recent LinkedIn post - these ratios are also trending upwards for key indices.

The Signal Collection - Open until December

We’re thrilled with the response so far to The Signal Collection, and uptake has been strong throughout the commitment period.

Due to this demand, we are extending the dates within which you can invest. The opportunity will remain open into December 2025.

For those who have already committed to The Signal Collection, you do not need to transfer funds until we close the opportunity to new investment.

Investing with Friends and Colleagues

Fine wine is naturally social. Whether it’s a shared cellar, a club portfolio, or a group chat about vintages, investing with friends turns an individual passion into a collective experience.

Over the past few months, we’ve noticed a growing trend - groups of friends or colleagues combining forces to invest in fine wine portfolios.

These bespoke portfolios are built using WineFi’s proven investment methodology - aligning with the group’s risk appetite, and any regional / producer preferences.

Think a syndicate, but more personal - built for small groups who want to invest together and enjoy the wines too.

Groups can then track the value of their investment together on the WineFi platform, and even decide to take out a bottle to drink at their next meet-up.

Read on to find out more 👇

Why Group Wine Investment Works

• Just like our syndicates, investing together allows friends to access larger, more diversified portfolios.

• Our data-driven approach combines passion with performance, allowing investors to invest in fine wine with confidence.

• Track the performance of your combined portfolio in real time. Perfect for those who want to put their fine wine to work for them.

Interested in investing as a group? Reply to this email or click here to book a call with our Head of Investment, Matthew Small.

Syndicate Sourcing Update

Syndicate members can view their existing portfolio composition by clicking on their live sourcing update links from their onboarding email. Once the portfolios are fully sourced they will be bulk uploaded to the platform so performance can be tracked in real time.

Please reach out to us if you have any questions.

• The Icon Collection: [Finalising Portfolio]

• The Lay & Wheeler Collection: 58%

Want to get started?

We’re seeing strong interest in joint investments. If you’d like to explore this approach with friends, reach out to the WineFi team and we’ll guide you through setup, structure, and management.

Interested in investing as a group? Reply to this email or click here to book a call with our Head of Investment, Matthew Small.