Managed Equity Portfolio 2017-09-19T15:14:32+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 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.