WineFi: Italian Wine Investment Syndicate

Introduction

The Italian Syndicate allows you to gain exposure to an 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 underlying portfolio 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.

Returns are exempt from Capital Gains Tax (CGT) for UK investors, and you can gain exposure from just £3,000. Fees are equivalent to just 2% per annum.

Please note that the final deadline for investment is 31st January 2025.

Learn more at www.winefi.co.

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Investment Links

Investment Details

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Deal Overview

Permitted Investment: Select producers from Piedmont and Tuscany.
Risk Profile: Balanced
Historic Average Return: 11.8% CAGR (net).
Minimum Investment: £3,000
Expected Hold Period: 5 Years
Tax Incentives: Capital Gains Tax (CGT) Exempt for UK investors.
Expert: Peter Lunzer (£85m+ invested on behalf of clients).
Fees: 10% (equivalent to 2% AMC) covering storage and insurance. No further fees to be taken.
Structure: UK bare trust nominee, holding the assets on behalf of syndicate members
Deadline for Tranche III: 31st January 2025
Capital at risk: Fine wine is an unregulated asset class, and the value of investments may fall as well as rise. Please see Investment Presentation for a comprehensive risk overview. </aside>

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Why Invest?

Uncorrelated, attractive risk-adjusted returns: Fine wine displays more attractive risk-adjusted returns than mainstream equity, bond and commodities bonds (including the S&P 500 and FTSE100).
CGT Exempt: For UK investors, returns are exempt from Capital Gains Tax (CGT). WineFi will provide a letter of recommendation on this theme that can be shared with an account or tax adviser.
Expanding Market Share: Demand for Italian fine wine has grown faster than any other wine investment region over the past 5 years, and now accounts for 21% of worldwide fine wine transactions.
Growing Momentum: Piedmont is increasingly viewed as ‘a new Burgundy,’ with secondary market conditions similar to those that pre-empted the explosive growth in value seen in Burgundy in the 2010s.
Resilience: Historically, the max drawdown experienced by these regions has averaged just 3.8%.
Low Cost Exposure: Gain exposure from just £3,000 – a fraction of the cost of owning the individual wines outright.
Market Timing: The pullback in the wine markets from their October 2022 peak represents an opportunity for investors to take advantage of attractive valuations.
Sales Provisions: Individual wines within the wider portfolio are sold opportunistically on a rolling basis over the life of the syndicate, and proceeds are distributed pro rata to investors. In short, investors receive pay-outs over the lifetime of the syndicate. </aside>

Webinar Recording

demio-webinar-4971740.mp4

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If you require further information, please contact [email protected]. If you are ready to invest, please click the button below and complete the form.

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Capital at risk. Fine wine is an unregulated asset class. For more information, please see our risk disclaimer at www.winefi.co.