Our investment offers

Thanks to the mandate INVEST Cellar registered by the AMF, U'wine buys Grands Crus directly from the Domaines on your behalf, manages your cellar (storage, transport and insurance), resells your wines on your behalf when they are mature and/or offers you ready to drink wines for immediate consumption.

The Heritage Cellar is presented in two parts which can be independent of each other or complement each other.

From an asset perspective, you instruct U'wine to :

• Select and purchase Grands Crus on your behalf according to specifications established with our team
• Managing your cellar (storage, transport and insurance)
• Sell the wine on your behalf when it is mature or taste it for your own consumption

From a consumer perspective, you :

• Indicate your wine preferences when you register and then refine your profile as you buy and taste;
• Buy great wines to build up your "core cellar" with mature wines;
• Optimize your "garde cellar" with Primeurs and Allocations ;
• Receive personalised recommendations.

U'wine customer track records and investment model (Cave INVEST) as at 31 December 2022 :

• Gross performance : Clients U'wine (5% to 44% per annum) / Live-Ex Fine Wine 100 (-2% to 39% per annum)*
• For a bottle purchased 100 by a U'wine customer, it was resold on average 152 times (i.e. 52% average gross performance) over an average period of 6.5 years.
• The average performance of U'wine customers is 30% net, or 4.6% net

U'wine's investment model allows you to diversify part of your wealth into a tangible asset, uncorrelated with the financial markets, with the potential to increase in value. This is due to a unique economic model comprising 3 pillars:

• Selection of the 1% and purchase in prime/allocation
• Capturing the natural value of wine
• Distribution of wines directly to end consumers

Our latest Market & Performance note is available on request.

* The Liv-Ex is the global benchmark for the London-based secondary fine wine market. The comparison is made over the same investment periods as the U'wine Clients. The Liv-Ex Fine Wine 100 is the index which includes the performance of the 100 most traded wines or champagnes in the world.

** Past performance is not indicative of future performance.

Become a shareholder in an innovative Bordeaux-based trading company, specialising in the marketing of Grands Crus to wine lovers around the world, and benefit from U'wine services.

UWGC 3 is a wine merchant and distributor of Grands Crus, based in Bordeaux. As a wine intermediary, its activity consists of selecting the "best wines" and offering them to end consumers.

Its business model is based on the margin generated between the purchase of Grands Crus en Primeur and their resale 5 to 6 years later, when they are close to their peak and their maximum valuation.After raising more than €18,660,000 from its subsidiaries UWGC and UWGC 2, U'wine Grands Crus 3 (UWGC 3) was created in August 2022 and proposes a new tax-free offer.

This is a public offering of unlisted ordinary shares, the investment of which is eligible for the Madelin income tax reduction scheme, the PEA/PEA-PME scheme and the re-investment of the contribution (article 150-0-B ter of the French General Tax Code). The offer concerns 750,000 shares for a unit subscription price of €10 per share. The company wishes to raise funds until 31 July 2023 in order to finance the purchase of the wines that will constitute its stock, up to 80% of the funds raised. The minimum subscription amount per investor is €10,000.00.

Investors may, subject to certain conditions, place their investment under one of the following tax regimes:

• The Madelin reduction provided for in Article 199 terdecies-0 A of the General Tax Code (CGI);
• The Contribution-Transfer provided for in Article 150-0-B ter of the General Tax Code;
• The PEA or PEAPME provided for in Article 163 quinquies D of the General Tax Code.

100% of the investment is deductible. It is the responsibility of each investor to check with their usual tax advisor as to the most appropriate tax regime for their personal situation.