
Mayberry Managed Equity Portfolio (MMEP)
We offer a managed equity portfolio for both institutions and individuals. The MMEP is a full discretionary managed portfolio of a diversified group of stocks. The stocks included in the portfolio represent Mayberry’s top recommended stocks.
Who should consider a MMEP?
Persons who find it difficult to manage their equity portfolios on a day to day basis should consider the MMEP. Further, the MMEP is for individuals and institutions who would like to pursue a medium to long term equity strategy.
Mayberry Managed Equity Portfolio
Mayberry Investments Limited (MIL) offers managed equity portfolios for both institutional and individual investors. The MMEP is a full discretionary managed portfolio of diversified stocks. The stocks that are included in the portfolio represent Mayberry’s top recommendations. Who should consider a MMEP?
Institutions or Individuals who find it difficult to manage their equity portfolios on a day to day basis should consider the MMEP. Further, the MMEP is for individuals and institutions who would like to pursue a medium to long term equity strategy.
What are the benefits of a MMEP?
- Clients own the stocks purchased on their behalf.
- Accounts can be financed with either current stock holdings or cash.
- Equity commission charges are waived.
- Dividends are credited to clients’ accounts.
- Client statements are available at anytime.
- A personal financial advisor is assigned to your account.
- Lower investment management fees than similar type products.
How is the MMEP different from Mutual Fund and Unit Trust products?
- Significantly lower fees.
- Direct ownership of stocks.
- More transparent management.
- Ability to use existing stockholdings to fund the MMEP rather than cash.
- Access to a personal account executive.