The Mayberry Platinum is a full discretionary managed fixed income portfolio comprising of USD denominated, Investment Grade corporate and sovereign bonds. The Mayberry Platinum portfolio is ideally tailored to clients who are interested in investing in short-to-medium-term USD denominated bonds. These securities offer positive yields and strong performance, and the primary objective of this product is to provide our clients with a positive income stream via coupon payments and capital appreciation.
Features
Blue Chip: A flagship portfolio of investment-grade government bonds from Latin America and the Caribbean.
High Grade: Focus on top-rated corporate bonds for a balance of yield and stability.
Specifically designed to attract clients with a medium-to-low risk tolerance willing to invest in bonds with a less aggressive bond price variation.
Benefits
Current maturity profile of investments in the portfolio is a maximum of 11 years.
The portfolio provides regular cash flows.
The bonds in the portfolio are out rightly owned by the client and can be used as collateral for loans.
Platinum provides clients with regular income as well as the potential for capital appreciation. This portfolio also enables the client to take full advantage of a diversified bond portfolio. It is ideal for persons who do not have the time to actively manage their bond portfolio.
Why Mayberry Platinum
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.
