Our latest portfolio The Italian Collection II officially closes for funding on Sunday, 16th August. If you are still weighing up whether to allocate capital to this syndicate, our Head of Investment, Matthew Small, sets out his top reasons why this is an opportunity you shouldn’t overlook:
The Power of Balance: own both Tuscany and Piedmont.
Proven Track Record: our inaugural Italian Collection has delivered 11.33% in 13 months.
Market Outperformance: 59.8% vs 37.4%.
Surging Critical Recognition: Tuscany & Piedmont reach 94/100.
Accelerating Market Recovery: mature Tuscan wines lead all global fine wine categories.
1. The Power of Balance
The strength of an Italian portfolio isn't choosing between Tuscany and Piedmont, it's owning both. Tuscany provides liquidity and downside resilience, while carefully selected Piedmont wines offer the potential for exceptional long-term appreciation. It's a combination of stability and upside that's difficult to replicate elsewhere in fine wine.
2. Proven Track Record
Our data-driven model works. Our inaugural Italian Collection has delivered a total return of 11.33% over its first year. You can follow our full performance here.
3. Market Outperformance & Active Selection
Monte Carlo simulation of WineFi WIS-screened portfolios (WIS ≥ 70) over a 10-year holding period versus the Liv-ex Indices. The purple line shows the mean normalised return of 600 randomly constructed, region-constrained portfolios, with the shaded band representing ±1 standard deviation (each thin line is an individual portfolio). The red line tracks the Liv-ex Italy 100 and the dark red line the Liv-ex 1000 index. Wines are assumed to be bought and sold at mark-to-market valuations using lowest list prices as a proxy, no sourcing advantage or fees are included in any index WIS scores are free from lookahead-bias built using only data pre-May 2016.
Over the past decade, Italian fine wine returned 59.8% (Liv-ex Italy 100) versus 37.4% for the broader market (Liv-ex 1000). Applying our proprietary WineFi Investment Score (WIS) algorithm unlocks a huge active selection edge, delivering a backtested 10-year total return of 126.6% - more than double the regional benchmark.
4. Surging Critical Recognition
Average regional critic score: Tuscany and Piedmont vs the Global mean
Critic scores for Italian wine are climbing rapidly. In 2025, Tuscany and Piedmont averaged critic scores of 94.97 and 94.91 respectively, placing both regions more than a full point above the global mean. Italy's share of global critic reviews has also nearly tripled since 2003, reaching 12.4%.
5. Accelerating Market Recovery
Source: Latent trade prices (WineFi TruePrice) as at 30/06/2026, built using merchant, auction, and exchange secondary trade data. For wines priced above £60 per bottle, vintages 1980 onwards (and non-vintage).
The syndicate launches as broader fine wine market momentum accelerates. The WineFi Trade Price Index rose 4.4% in Q2 2026 - the largest quarterly gain of the recovery to date, bringing prices 9.5% off their trough. Furthermore, mature Tuscan wines led all global fine wine categories over the past 12 months with an 8.81% return.
The Italian Collection II
Capital is at risk. Wine values can go down as well as up, and investments may not perform as expected. Returns may vary. You should not invest more than you can afford to lose. WineFi is not authorised by the Financial Conduct Authority. Investments are not regulated and you will have no access to the Financial Services Compensation Scheme (FSCS) or the Financial Ombudsman Service (FOS). Past performance and forecasts are not reliable indicators of future results and should not be relied on. Forecasts are based on WineFi’s own internal calculations and opinions and may change. Investments are illiquid. Once invested, you are committed for the full term. Tax treatment depends on individual circumstances and may change.
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