Mayberry Managed Equity Portfolio (MMEP)
At Mayberry Investments, we can help you develop long-term investment strategies designed to give your retirement account the most value. Whatever your goals are we can help you to achieve them by ensuring that your future is as comfortable as possible. Whether you want to pursue businesses, travel the world, or just relax, our goal is to provide the resources you need to make your time your own. We look at your preset capital and expected income and spending, and develop a strategy to help you fund your dreams…wherever they may take you. Your Financial Advisor will help you choose the mix of investments targeting your particular income goals. No matter how you choose to spend retirement, we strive to help you find investment and income solutions to pay the bills while letting your greatest asset-your imagination do the rest. At Mayberry performance is a part of what we do, our Individual Retirement Scheme returned an average of 24%* for FY2016. Give us a call today we will help you plan your future.
Let us help you revive your personal finances.
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.
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.
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.