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Building your personalised Grands Crus Cellar Plan

Regulated by the French Financial Markets’ Authority

Investing in the wine market

Over the past 20 years, while financial headlines have been dominated by higher-profile investment vehicles such as gold, petrol, or the CAC40, fine wine has discretely proven its worth as a rewarding alternative investment. Grand Crus have been the best performing asset class between 1994-2014, posting average annual growth of 12% over the period. As a tangible asset, showing low volatility and little correlation with stock markets, fine wine holds a solid value against the feverish backdrop of the world of finance. However, investing in wine has never been an easy affair. The market has long been plagued by unreliable and uncompetitive players, and further complicated by opaque and random business practices. In order to address these negative issues and provide potential investors with an informed and unbiased overview of the market, La Bergère Investment was founded with the clear aim of simplifying access to fine wine as an investment product, whilst ensuring investor confidence.

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Diversifying into fine wine : the best performing asset-class

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La Bergère Investment: a reliable and ultra-competitive partner

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A Financial Authority-approved customized cellar plan

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Risk factors

Investing in Fine Wine exposes the investor to the following risks:

RISK OF CAPITAL LOSS
Return on investment is not guaranteed. Investment in Fine WIne poses a risk of capital loss.

ABSENCE OF LIQUIDITY
On resale, Fine WIne is subject to the risk of market illiquidity. On resale during, or at the end of the mandate, there may be a lack of buyers on the market.

RISK LINKED TO FINANCIAL MARKETS
The Fine Wine market may be impacted to a greater or lesser degree by the international economic environment.

TAX RISK
This investment may cause a reduction in or loss of tax benefits, on the back of a change in fiscal regulation.

RISK ASSOCIATED WITH TRANSPORT AND STORAGE
LA BERGERE does its utmost to ensure that the wine is transported and stored in optimal conditions. Its storage partner is a bonded warehouse specialised in Fine Wine storage, committed to following strict procedures to ensure the optimum conservation of the wine. However, there is a risk of deterioration during transportation and storage: both La Bergère and the bonded warehouse EHD are insured against such risks.

INSURANCE RISK
Transport and storage insurance policies cannot cover all types of damage or loss (especially regarding cases of force majeure as is defined by French case law).