Rare wine has fascinated investors for centuries. Lifelong experience in this field is of great importance. Investing in wine is very complex, but done right, it can prove to be a very lucrative business. Over the past three decades, fine wine has demonstrated itself to be one of the top-performing assets, achieving a remarkable compound annual growth rate of 10%. 
Prices for rare wines have increased by over 100% in recent years. This demand is expected to increase even further as more wine lovers develop in the Asian region. The global wine market was valued at USD 339.53 Billion in 2020 and is expected to reach USD 456.76 Billion by 2028. 
 
Corked wine continues to mature after bottling and benefits from an additional price increase over time due to a higher intrinsic value. 
 
Putting a Rare Wine portfolio together is a journey that never really ends. However, what the right composition should look like is just the beginning. It is important to stay informed about the latest trends in order to make appropriate sales and additions to our selection. 
 
Key factors for wine as an investment: 
 
Region 
Choosing the right portfolio mix is similar to choosing on the stock market. We should avoid putting all our eggs in one basket and therefore diversify our portfolio across different wine regions. To this end, we should always keep a few classics from regions such as Piedmont, Tuscany, Bordeaux and Champagne in the portfolio. But it is also important to diversify not only across regions but also across countries and to include wines from Spain, Portugal, Switzerland and Austria, for example. 
 
Quality 
The first step towards success has been taken with the selection of wine regions for our portfolio. Now comes the main part of the research. Not every producer within these selected regions maintains the same quality standards. It is estimated that only 0.1% of the world's wine production reaches investment quality. Therefore, it is of utmost importance to select award-winning wines from top producers. 
 
Storage 
It is not enough to store carefully selected wines in an ordinary cellar if you expect serious returns. The importance of professional storage of wine is the key requirement to obtain world-renowned quality labels. Many auction houses won't even accept the wine if they feel that the storage requirements have not been met.

Name

Year

Origin

Region

Type

Bottle size

Quantity

Rating

Price

Splint Invest Platform Fee 
Compensation for the tokenization of the assets, the maintenance as well as the further development of the application and the costs related to the research and maintenance of the expert network. 
 
External maintenance costs 
We are committed to providing the highest standards of storage, maintenance and insurance of your equipment on your behalf. The associated costs will be shared between the splint holders and included as an ongoing cost in relation to each asset. So if you own 1% of the wine bottles, your splint account will be charged 1% of the associated costs. Further details and breakdowns are listed in the factsheet for each investment. 
 
Exit fee 
When you sell an investment, you will be charged a flat fee of 2% of the transaction volume. This includes our expenses for sales on the secondary market, our costs for maintaining this market and our organisation of an asset sale at the end of the contract.

"Top Champagne, like those featured in this collection, is highly sought after for the simple reason that there is no substitute in the minds of consumers. With current market conditions 'investor friendly' in recent memory, there has never been a better time to incorporate Champagne into an investment portfolio" - Callum Woodcock, Expert at WineFi 
 
Why Investing in the Champagne Star portfolio? 
About Champagne 
As a core investment-grade wine region, Champagne stands out for one simple reason – there is simply no substitute. 
Iconic champagne brands, like those featured in this collection, have timeless appeal both in terms of brand recognition, and fort he simple reason that one does not switch from drinking top champagne to an alternative like prosecco or cava. 
In 2023, the champagne markets fell nearly 15%. As a result, this region represents exceptional value to investors looking to enter the wine markets. 
The wines in this collection are highly sought after by collectors, and represent exceptional value in a soft market. 
 
Dom Perignon 
Dom Perignon is an iconic champagne, named after the eponymous Benedictine monk who played such an instrumental role in refining what would become the iconic sparkling wine we know today today. 
The brand’s flagship offering spends at least seven years in the cellar, producing wines of exceptional quality. 
We are excited to be offering wines from this iconic producer in ‘magnum’ formats, which often attract a premium at sale due to their ‘crowdpleasing’ characteristics. 
 
Krug Vintage 
Krug ages their vintage champagne offerings in the Krug cellars for an average of 10 years, beyond the legal requirement of 3 years. 
Only 42,000 cases are produced for their vintage champagne, meaning secondary market availability is incredibly low. 
Krug vintage wines are crafted from a variety of wines from a single year, and a re regarded as an ‘expression of that year’ as a result. 
 
Cristal 
Cristal has been a status symbol for centuries, first produced for the Tsars of Russia in the mid-1800s. 
Like Salon, Cristal is only made using grapes grown in the vineyard’s best years. Since the mid-1990s, Cristal has been associated with the popular music scene – an association with status and luxury that continues to this day. 
 
Pol Roger – Sir Winston Churchill 
Pol Roger is perhaps best known as Winston Churchill’s favourite champagne. The great man placed his first order with the champagne house in 1908, ordering a dozen bottles of the famous 1895 vintage. 
Following the armistice and the liberation of Paris in November 1944, Churchill met Odette Pol Roger (the wife of the owner of the champagne house, Jacques Pol Roger), who sent Churchill a case of champagne every year for his birthday. 
Churchill died in 1965, leaving behind him a grieving country, a street named after him in Epernay, and many bottles yet to be opened in his cellars. After attending the funeral at St Paul’s Cathedral, Odette declared that Pol Roger’s iconic white label should be edged in black by way of a tribute, a tradition that continued for decades. 
The iconic champagne house remains family owned, and the cuvée Sir Winston Churchill was first launched in 1984 as a tribute to the great man. 
It remains a champagne of exquisite finesse and balance. 
 
Taittinger 
The Taittinger domain covers 288 hectares, spread across 37 different vineyards rated among the best in the Champagne appellation of origin ("AOC"). It is still run by the Taittinger family. 
This vintage champagne only came to market in 2022, having spent 10 years maturing in the limestone galleries of Saint-Nicaise, a former abbey in Reims. 
'Blanc de Blancs' translates as "white of whites", and refers to a champagne made entirely from white grapes -- almost always chardonnay (in contrast to "Blanc de Noirs", which includes black grapes like Pinot Noir). "Brut" simply refers to dry champagne, with less than 12 grams of sugar. 
 
Salon 
Salon is a single champagne, with a distinctive green label and serpentine capital, produced from the same vineyards, under almost the same process, for more than a century. 
Salon is notorious as being the champagne that, once you have tasted it, ensures that no champagne seems quite equal ever again. 
Notably, this champagne house produced no more than 60,000 a year. Even then, it is only produced in vintages that are deemed to be exceptional, and this rarity – along with tiny production quantities – ensure both a cult following and strong historic price appreciation. 
 
 
Sell your Splints? We now provide you with the option to repurchase your splints at market value anytime. Please note that an additional processing fee will apply. The processing fee varies based on the volume, investment, and your holding duration. Use the contact form to initiate the process.

The price of 65,050 € includes the Splint Invest platform fee and external maintenance costs of 7,250 €. 57,800 € can be allocated to the asset. 
Platform Fee Splint Invest: Compensation for the tokenization of the assets, the maintenance as well as the further development of the application and the costs related to the research and maintenance of the expert network. 
External maintenance costs: Shipping, handling, 7 years storage, and insurance.

Variable Costs

Coterie Vaults,&nbsp;Unit 6, Blackacre Road, Great Blakenham, Ipswich, Suffolk IP6 0FL

40406_Champagne Stars_Collection

The last ten releases from the house of Krug have provided investors with an average annual value increase of 17.9% over the past 2 years. 
 
In recent years, there has been a notable rise in both the popularity and appreciation for premium sparkling wines. The Liv-Ex Champagne 50 index has gained 50.2% in value over the last 5 years, highlighting the overall appreciation of champagne.

Return

In 2023, the champagne markets fell nearly 15%. As a result, this region represents exceptional value to investors looking to enter the wine markets. The Champagne in this collection are highly sought after by collectors, and represent exceptional value in a soft market. 
 
Champagne wine has a historical volatility of under 6%, which is much lower than that of the stock market.

Stability

Release on: 26 March 2024 - 06:00 PM CET 
 
This collection is 13% below market value and features iconic champagne brands, entering or within their drinking windows, for which there is no substitute.

Champagne Stars, Collection

Dom Pérignon can still be a good investment despite its relatively high production volume because, unlike some other vintage Champagnes, it is continuously consumed. Krug's production volume amounts to only 42,000 bottles annually, while Salon, Le Mesnil-sur-Oger Grand Cru does not produce more than 60,000 per year.

Track Record

WineFi is a next-generation platform for fine wine investment. WineFi's expert investment committee curates diversified, thematic collections of fine wine and manages them from sourcing all the way through to sale. 
 
Assets are stored in a state-of-the-art bonded warehouse. Temperature, lighting, humidity and vibrations are carefully controlled, and as a result of their bonded status, no VAT or Duty is payable.

WineFi is a next-generation platform for fine wine investment, curating diversified, thematic collections of fine wine and manages them from sourcing all the way through to sale. 
 
The WineFi founding team combines deep wine trade expertise with experience at asset managers like Fidelity and JP Morgan. Their Investment Committee comprises two professional wine investors, and two Masters of Wine – of which there are only 416 in existence. They include the former CEO of WineGB, and the former Buying Director for prestigious wine merchants Berry Bros. and Rudd, Harrods and Fortnum and Mason. 
 
Assets are chosen based on their relative value, using a combination of algorithmic analysis and human expertise. Once selected, they are stored in a state-of-the-art bonded warehouse. Temperature, lighting, humidity and vibrations are carefully controlled, and as a result of their bonded status, no VAT or Duty is payable. 
 
WineFi is backed by SFC Capital, Founders Capital and one of the world’s most pre-eminent holding companies for wine business interests. This gives WineFi unrivalled market access and brokerage channels, comparable only to the largest wine merchants.

WineFi

Callum started his career in asset management at Fidelity and JP Morgan, before going on to head up growth at an early stage AI start-up. 
 
With existing family ties to the wine trade, he recognised the opportunity to bring new technology and outlook to the outdated world of wine investment. 
 
He holds the Investment Management Certificate (IMC), a Bachelor’s Degree from the University of Bristol, and a Master’s Degree from the University of Cambridge.

This is an investment opportunity where we have recalculated the expected performance given by the external expert (WineFi) and have thus verified that a positive return can be expected after deduction of all costs for storage and insurance.

Furthermore, we have verified the existence, the professional storage and the insurance of the bottle.

Champagne Stars, Collection

Asset's Life Cycle Details

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Asset ID

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Expert

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Total number of Splints

Date of issuance (launch)

Issue price per Splint

Investment horizon in years

Time period for the divestment

Documents

Aurelio

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