Managed Equity Portfolio 2017-06-10T17:02:29+00:00

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.

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Mayberry Managed Equity Portfolio

Mayberry Investments Limited (MIL) offers managed equity portfolios for both institutions and individuals. The MMEP is a full discretionary managed portfolio of a diversified group of stocks. The stocks that are included in the portfolio represent Mayberry’s top recommended stocks, which are to be found in the Mayberry Performance Index (MPI). 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.

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.
  • Ownership of stocks.
  • More transparent management.
  • Ability to use existing stockholdings to fund the MMEP rather than cash.
  • Access to a personal account executive.