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 and credited directly to clients’ accounts.
Lower investment management fees than similar products.
Equity Commission charges are waived.
The stock purchased on behalf of the clients is rightly owned by the clients.
Competitive investment management and above-market rates of return.
Features
Ideal for investors seeking medium to long-term capital appreciation.
Lower investment management fees.
Direct ownership of underlying stocks.
Transparent portfolio management.
A dedicated personal financial advisor.
Why Mayberry Managed Equity Portfolio
What are the trade-offs of a managed portfolio?
Fees
Management fees can eat into your returns compared to self-directed investing.
Less Control
You relinquish some of the control over investment decisions.
Performance Variability
past performance does not guarantee future results. Not all managed portfolios outperform the market
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, ranging from 1-2%, depending on 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 regularly 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.
