The Champagne Collection outperforms benchmark by 8.9% annualised🥂

The Champagne Collection Performance Report

The Champagne Collection generates 8.9% annualised alpha during first reporting period.

Since sourcing was completed in August 2024, The Champagne Collection has outperformed the Liv-ex Champagne 50 by 8.9% annualised (6.91% annualised net of fees).

Key Highlights:

• Egly-Ouriet Brut Millesime 2006: A combination of buying at a discounted price, and a significant appreciation since has seen this wine be our best performer - appreciating 20% since inception.

• Bollinger Vieilles Vignes 2008: This wine has seen strong appreciation (19% since purchase in August), and owning a rare 3/75cl case is becoming less common compared to single bottle trades.

• Jacques Selosse, Millesime 2009: Known for its cult following and limited production, the current value of this wine is over 16% higher than the syndicate purchase price.

Over the last 10 years the Champagne Index has appreciated by 137%. The second best return across all regions.

The market hit all-time highs in 2022, but has since undergone a cyclical correction that has been exacerbated by higher interest rates and geopolitical uncertainty.

Champagne experienced particularly strong growth in 2021-2022 before facing a market correction in 2023 and a continued decline into 2024, with the Liv-ex Champagne 50 pulling back by 11.8% YTD. This is the second largest yearly drawback behind the Burgundy 150.

We remain confident in the Champagne markets due to strong underlying demand, and a history of robust consumption. Positive signals of stabilisation have emerged, as outlined in our Q4 Market Report, suggesting a promising trajectory for the future.

Click here to view the Investment Thesis for our latest syndicate

The Italian Syndicate (Tranche II): 11 days until final close

The Italian Syndicate allows investors to gain exposure to a diversified, expertly-curated portfolio of investment-grade wines from Italy’s two premier wine regions – Tuscany and Piedmont – at a fraction of the cost of owning the wines outright.

• Our analysis shows that Piedmont has returned an impressive 12.6% CAGR over the past 10 years, whilst Tuscany has delivered 10.7% CAGR.

• This portfolio will be managed for syndicate members from sourcing all the way through to sale, and the underlying wines are gradually sold down over the 5-year holding period. Proceeds are distributed to investors pro rata.

• Returns are exempt from Capital Gains Tax (CGT) for UK investors, and fees are equivalent to just 2% per annum.

Please note that we now have fewer than 25 spaces available, so please act now to avoid disappointment.

Click here to view The Italian Syndicate Investment Thesis

What’s to come in 2025 from WineFi

2025 is going to be a huge year for WineFi. Below are some updates you can expect from us.

• Enhanced Content and Collateral
  In 2024, our quarterly market reports received excellent feedback. This year, we’re strengthening our position as the market leader in data-driven analysis by introducing bespoke one-pagers for each region in our wine investment syndicates.

• Seamless Investment Experience
  While we previously relied on forms integrated with Zapier to manage investments, we are bringing the entire process onto our platform in 2025. This upgrade will provide a smoother, more intuitive experience for all investors.

• Increased Visibility
  After achieving significant growth through organic LinkedIn content in 2024, we are expanding our marketing efforts in 2025. Expect greater visibility and engagement as we amplify our reach across new channels.

• Strategic Integrations
  We are partnering with leading investment platforms to offer our wine syndicates natively through their apps. This move will make wine investment more accessible, bringing this unique asset class to a wider audience.

• Outstanding Investor Support
  As our investor base continues to grow, so too will our support infrastructure. We are dedicated to ensuring that all investors—new and long-standing—receive the highest level of service and attention.

• New Partnerships
  We will strengthen our distribution partnerships and further invest in the network effects that have driven our growth thus far. These collaborations will help us expand our offerings and create more opportunities for our investors.

Give us your feedback

As we plan our 2025, we are always looking to implement feedback from our audience.

If you have thoughts, feedback, or anything that you would like to see us add to our 2025 roadmap please leave a note below.

Your input will directly shape the priorities and initiatives we focus on for the upcoming year. Please don’t hesitate to share your ideas or suggestions below.

Click here to provide feedback