The Mayberry managed equity portfolio is a fully discretionary JMD-managed product. Our flagship equity portfolio comprises select Jamaican dollar equities that represent Mayberry's top recommendations. This portfolio is a diversified basket of Jamaican stocks chosen based on Mayberry's in-depth research and analysis. It is designed for institutional and individual investors wishing to develop a medium—to long-term equity strategy. It is especially suited for investors who find it difficult and time-consuming to manage their equity portfolios.
Details
Accounts can be financed by cash or current stock holdings.
Dividends are created directly to clients’ accounts and used to reinvest in their portfolio automatically.
Lower investment management fees than similar products.
Zero Equity Commission charges.
The stock purchased on behalf of the clients is owned outrightly by the clients.
Features
Ideal for investors seeking medium to long-term capital appreciation.
Lower investment management fees.
Direct ownership of underlying stocks.
Transparent portfolio management.
Why Mayberry Managed Equity Portfolio
Frequently asked questions
What is the minimum investment amount?
There is no minimum investment amount for Mayberry's existing clients, but new clients must invest at least 1M JMD.
How are fees charged?
Management fees are charged annually on the value of the portfolio.
Can I switch between managed portfolios?
Yes
Investment Strategy
How are managed portfolios customized?
Your portfolio's asset allocation (stocks, bonds, cash, etc.) will be tailored to your risk tolerance and investment goals (retirement, education, etc.).
How often are managed portfolios reviewed?
Managed portfolios are reviewed at regular stipulated intervals to ensure alignment with your goals and market conditions.
Can I make changes to my managed portfolio?
While the manager makes day-to-day decisions, you can adjust your investment strategy or risk tolerance.
