WineFi Weekly - Champagne Syndicate Launch!

Welcome to the twelfth edition of WineFi Weekly👋 
📅 June 10th 2024

Interested in joining the Syndicate? Click here to apply.

Champagne Syndicate 🥂

Huge news. We are thrilled to announce the launch of our first syndicate, focused on elite Champagnes! This model allows investors to co-invest in expertly curated portfolios of wine from as little as £2000.

Why Champagne?

• According to our analysis of 789 Champagnes that meet our investment criteria, this region has achieved an 18.7% CAGR over the past 15 years — or a 1211% total return.

  

• Many Champagnes (Dom Perignon, Bollinger, etc) are household names, which helps fuel demand.

• Champagne outperforms regardless of market conditions.
  

  

• Climate change is expected to negatively impact future vintages, and drive up the price of older Champagnes.
  

• Champagne is the region with the highest correlation between wine age and price. Even as Champagnes pass the end of their drinking window their prices continue to rise.
  

• Returns are exempt from Capital Gains Tax (CGT) for UK investors, and you can gain exposure from just £2,000.

Why WineFi?

• We have the data. We have run analysis on the best performing producers, labels, and vintages in recent history. We make decisions by combining our Portfolio Manager’s expertise, with thousands of data points for every Champagne’s performance in the market.

  

• This portfolio was curated by Peter Lunzer. Peter has invested more than £85m into wine on behalf of clients throughout his career, and ran one of the world’s largest wine funds.

  

• We are backed by Coterie Holdings. This means we are able to utilise their supply and exit channels to get the best deals possible, and receive preferential rates when storing and managing the wine.

Portfolio Details

• Theme: Investment-grade Champagne

• Anticipated Return: 11% CAGR (68.5% total return) net of fees.

• Minimum Investment: £2,000

• 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.

• Expected Hold Period: 5 Years

• Deadline for Commitments: 30th June 2024

• Deadline for Wire: 10th July 2024

• Structure: UK bare trust nominee

If this sounds interesting, or you would like to join the syndicate for first refusal of any future collections please do feel free to sign up on syndicate.wine