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The LUXE Fund, Inc. Tel: 323-229-9508
8200 Wilshire Blvd. Suite 400 Tel: 847-660-9556
Tel: 323-229-9508 www.theluxefund.com
Tel: 847-660-9556 Luxe@Theluxefund.com
The Worlds Only Champagne Investment Fund
The LUXE Fund takes advantage of the fantastic returns that Champagne has seen over the last
decade. Traditional commodities like gold and oil, and even traditional investment wines have been
extremely volatile over this period, with a loss of investment over the past few years. The top 25
Champagne vintages have seen a consistent return averaging a 31% increase in value over the past
decade.
Why? Champagne can only be produced in the small and heavily regulated region of Champagne,
France. Only a certain amount of grapes can be produced each year and turned into Champagne.
Couple that with the status of the drink and the increased consumption in emerging markets and you
have a commodity that becomes increasingly rare with every bottle that is consumed.
Manager Name Jonathan Myers, Douglas Snell
Fund Name The LUXE Fund, Inc.
Inception Date Sep-12
Minimum Amount $25,000 (Private), $125,000 (Institution)
Management Fee 2.5% (Private), 2% (Institution)
Performance Fee 20%
Investment Term 3 Year Minimum (early withdraw penalty)
Council Buchalter Nemer
! ! Champagne*!!!!S&P500!!!!!!!!!!!!!!!!Nasdaq!!!!!!!!!!!!!!Gold!!!!!!!!!!!!!!!!!Oil!!!!!!!!!!!!!!!!!!Bordeaux!*!
Last!Year! 10%! !!!!!!!!!!!!!!!22.2!%!!!!!!!!!!!!!!!!!!!29%!!!!!!!!!!!!!!!!!!!9.9%!!!!!!!!!!!!!13.9%!!!!!!!!!!!!!!!!F120%!
5!Year!!!!!!!!!!!!!!!85%!!!!!!!!!!!!!!!!!!!!113%!!!!!!!!!!!!!!!!!!!!138%!!!!!!!!!!!!!!!!!41.8%!!!!!!!!!!!53.6%!!!!!!!!!!!!!!!!!!80%!
10!Year!!!!!!!!!!!!310%!!!!!!!!!!!!!!!!!!76%!!!!!!!!!!!!!!!!!!!!!!!116%!!!!!!!!!!!!!!!!!229%!!!!!!!!!!!!135%!!!!!!!!!!!!!!!!!!320%!
*The!Fund!&!Bordaux!covers!the!most!recent!decade!of!data!available!2003F2013.!
!
!
!
Traditional!Hedge!Funds!spend!their!time!on!
volatile!commodities!or!investing!in!such!a!wide!
range!of!industries!that!it!is!hard!to!stay!on!top!of!
industry!trends.!By!following!the!performance!of!
the!top!25!Champagne!vintages!and!knowing!the!
world!of!investment!Champagne,!inside!and!out,!
The!LUXE!Fund!can!deliver!the!highest!returns!
year!after!year,!without!the!volatility.!!
Fund!Abstract!
Performance!Analysis!!
Investment!Strategy!

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Luxe One Pager (pdf)7.10

  • 1. ! The LUXE Fund, Inc. Tel: 323-229-9508 8200 Wilshire Blvd. Suite 400 Tel: 847-660-9556 Tel: 323-229-9508 www.theluxefund.com Tel: 847-660-9556 Luxe@Theluxefund.com The Worlds Only Champagne Investment Fund The LUXE Fund takes advantage of the fantastic returns that Champagne has seen over the last decade. Traditional commodities like gold and oil, and even traditional investment wines have been extremely volatile over this period, with a loss of investment over the past few years. The top 25 Champagne vintages have seen a consistent return averaging a 31% increase in value over the past decade. Why? Champagne can only be produced in the small and heavily regulated region of Champagne, France. Only a certain amount of grapes can be produced each year and turned into Champagne. Couple that with the status of the drink and the increased consumption in emerging markets and you have a commodity that becomes increasingly rare with every bottle that is consumed. Manager Name Jonathan Myers, Douglas Snell Fund Name The LUXE Fund, Inc. Inception Date Sep-12 Minimum Amount $25,000 (Private), $125,000 (Institution) Management Fee 2.5% (Private), 2% (Institution) Performance Fee 20% Investment Term 3 Year Minimum (early withdraw penalty) Council Buchalter Nemer ! ! Champagne*!!!!S&P500!!!!!!!!!!!!!!!!Nasdaq!!!!!!!!!!!!!!Gold!!!!!!!!!!!!!!!!!Oil!!!!!!!!!!!!!!!!!!Bordeaux!*! Last!Year! 10%! !!!!!!!!!!!!!!!22.2!%!!!!!!!!!!!!!!!!!!!29%!!!!!!!!!!!!!!!!!!!9.9%!!!!!!!!!!!!!13.9%!!!!!!!!!!!!!!!!F120%! 5!Year!!!!!!!!!!!!!!!85%!!!!!!!!!!!!!!!!!!!!113%!!!!!!!!!!!!!!!!!!!!138%!!!!!!!!!!!!!!!!!41.8%!!!!!!!!!!!53.6%!!!!!!!!!!!!!!!!!!80%! 10!Year!!!!!!!!!!!!310%!!!!!!!!!!!!!!!!!!76%!!!!!!!!!!!!!!!!!!!!!!!116%!!!!!!!!!!!!!!!!!229%!!!!!!!!!!!!135%!!!!!!!!!!!!!!!!!!320%! *The!Fund!&!Bordaux!covers!the!most!recent!decade!of!data!available!2003F2013.! ! ! ! Traditional!Hedge!Funds!spend!their!time!on! volatile!commodities!or!investing!in!such!a!wide! range!of!industries!that!it!is!hard!to!stay!on!top!of! industry!trends.!By!following!the!performance!of! the!top!25!Champagne!vintages!and!knowing!the! world!of!investment!Champagne,!inside!and!out,! The!LUXE!Fund!can!deliver!the!highest!returns! year!after!year,!without!the!volatility.!! Fund!Abstract! Performance!Analysis!! Investment!Strategy!