MAYBERRY GROUP LIMITED
MAYBERRY INVESTMENTS LIMITED​
MAYBERRY JAMAICAN EQUITIES
WIDEBASE LIMITED
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Asset Management
USD Corporate
This is a fully discretionary managed bond portfolio ideal for both retail and corporate clients who have medium to long-term USD liquidity needs. The securities in the portfolio are owned outright by the investor, providing them with a safe investment option.
Benefits
  • Competitive Management fee paid quarterly.
  • Attractive annual return
  • Securities are owned outright by the client and can be used as collateral for loans.
  • Minimum investing period of 60 days.
  • Positive income stream through coupon payments and capital appreciation.
  • No early termination fees/penalties
Features

  • Invest directly in USD-denominated corporate bonds for potentially higher returns than government bonds, with a commensurate increase in risk.

  • Regular coupon payments are passed to clients directly from the invested assets, which generates a positive income stream in USD.

  • Allows investors to hedge against the prevailing devaluation in the local currency.

     

Why Managed 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 mnaged 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.

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