WineFi Weekly

Welcome to the eleventh edition of WineFi Weekly👋 
📅 June 3rd 2024

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WineFi nominated for best SEIS investee company

We are very proud to announce that WineFi have been nominated by the Enterprise Investment Scheme Association (EISA) for Best SEIS Investee Company!

Callum Woodcock (CEO) and Oliver Thorpe (Operations Director) will be heading to the House of Lords in a couple of weeks for the ceremony - fingers crossed!

Timeless Investments Partnership

Our partnership with Timeless Investments is scheduled to go live this month with a rare Bordeaux collection. More details to follow.

Timeless Investments allows users shares in exclusive assets from as little as €50 per share. Our offering is a different concept to some other portfolios we’ve created, so worth a look if you find the idea of owning near extinct bottles of elite Bordeaux wine appealing!

Wine as an asset class: The Data

Part 2: Champagne

Our Head of Data Aaran recently did a deep-dive into the world of Champagne, to those signed up to WineFi Co-Invest (formerly the Wine Syndicate) - you will want to read this.

The Dataset

This report uses data from 789 unique Champagnes, with a mean case price of £10,370 and a median case price of £4,919. This 789 wines includes all 50 of the Champagne 50 (the 50 most liquid investment-grade Champagnes according to the Liv-ex), and stretches back to 1971.

The Results

As a whole, this basket of Champagne achieved a Compound Annualised Growth Rate (CAGR) of 18.7% over the last 15 years - outperforming the S&P500 by 5% over the same period.

It is worth caveating this with the fact that true achievable returns probably lie somewhere slightly below the 18.7% stated, because many of the rarest wines — that may well achieve the highest appreciations — have little market depth.

We can also look in more depth at some of the higher performing wines. Below is a chart showing some of the highest appreciating wines over the period.

This makes for some compelling viewing, especially when the returns aren’t subject to Capital Gains Tax.

If you’re interested in investing in a portfolio of Champagne, please feel free to reply to this email, or get in touch via our website.

Stay tuned in the coming weeks for more data insights.