Foncière Champenoise France Valley I

The aim of this vehicle is to acquire vineyard plots in Champagne, occupied by a winegrower. The Foncière’s income is made up of one-third of the grape harvest, which is sold to various players in the wine industry (Champagne houses, cooperatives, etc.). There is a risk of capital loss.

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Heritage

Convinced that the price of a hectare of vineyard in Champagne is set to rise in the medium/long term, France Valley has partnered with SAFER, the Fédération des Coopératives Viticoles en Champagne and the Syndicat Général des Vignerons, to create an investment solution that enables investors to gain access to what is almost inaccessible (only 0.5% of land is exchanged each year), and to keep independent winegrowers in business.
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Choice of vines

Investing in Champagne winegrowing allows you to position a rare asset in your estate. And yet, it is a powerful asset: this prestigious wine appellation is well known and a symbol of French luxury. What’s more, according to France Valley, the possible rise in Champagne consumption in Asia could have a positive impact on the price of Champagne vineyard land in the medium term. However, the value of this asset is dependent on global growth and international relations. This assumption may therefore not materialize.
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Why choose Foncière Champenoise France Valley I?

A responsible investment

This investment solution falls under article 9 of the European Union’s SFDR (Sustainable Finance Disclosure Regulation) classification. Foncière Champenoise France Valley I’s wine-growing management is in line with 4 of the 17 Sustainable Development Goals (SDGs). This commitment is reflected as follows: Objective of a percentage of vines certified HVE (High Environmental Value), or VDC (Viticulture Durable en Champagne) or organic. Objective of carrying out operations that enable us to maintain independent, family-run viticulture.

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Sustainability information

The investment strategy of this financial product is to purchase vineyard land with the sustainable objective of protecting biodiversity and investing in economically disadvantaged communities.
The achievement of these objectives will be measured using two sustainability indicators, which will also serve as indicators that this product does not significantly undermine other sustainability factors. These indicators are verified internally by France Valley and audited by Novethic.

Documentation

Performance

The management objective for Foncière Champenoise France Valley I is a performance of around 2.5%* per year, averaged over 10 years. This objective is not guaranteed, and is based on assumptions that may not materialize.
The performance of the wine-growing investment is the sum of: the return on grape sales (which is not guaranteed), and the evolution of the value of the shares (upward or downward capitalization), which depends on the evolution of the value of the vines.

Unit liquidity

Liquidity is not guaranteed. It is organized through a subscription/withdrawal mechanism; liquidity depends on share subscription requests registered by the Management Company: shareholders’ requests to sell shares may be offset by new subscriptions.
No guarantee can be given as to the resale period or the sale price. The Management Company also aims (but cannot guarantee) to retain 10% cash to ensure liquidity in the event of a blockage in the subscription/withdrawal market. As a last resort, La Foncière may dispose of winegrowing assets, which is not guaranteed and may take some time. Caution: liquidity is not guaranteed, either in terms of time or price; the sale of shares on the secondary market may prove difficult and require time to find a buyer; the conditions for the sale of shares in terms of price may vary over time.

Taxation

Investing in La Foncière may enable you to benefit from the scheme for the reinvestment of proceeds from the sale of company shares contributed to a holding company (scheme 150-0 B ter of the French General Tax Code).
Your investment is not subject to the IFI (Impôt sur la Fortune Immobilière) tax, provided you hold less than 10% of La Foncière. (In return for a risk of capital loss).

Charges

Investment costs (possible entry fees, subscription fees). There are no exit fees; Recurring management costs, which are deducted from the yield on the SA’s assets; Costs related to the acquisition of winegrowing assets, which are capitalized in the value of the SA’s shares.

Risks

Winegrowing investments are exposed to weather risks (hail, frost, lack of sunshine, drought, etc.) and phytosanitary risks (mildew, court-noué, esca, etc.), which can affect the harvest and the value of the vines. In addition, winegrowing investments offer no guarantee of performance, the value of the capital invested or the liquidity of the shares, in terms of both resale times and value. For a wine-growing investment to perform well, it is advisable to hold the shares for at least 10 years.

Investment Risk Scale

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