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Mayberry Managed Equity Portfolio (MMEP) Fund
Overview
The Mayberry Managed Equity Portfolio (MMEP) is a discretionary managed portfolio offered by Mayberry Investments Limited (MIL). It is designed for both institutional and individual investors who seek a diversified equity strategy without the need for daily management.
Key Features

  • Diversified Portfolio: The MMEP includes a selection of stocks that represent Mayberry's top recommendations, ensuring a balanced and diversified investment.
  • Discretionary Management: The portfolio is fully managed by Mayberry's experienced financial advisors, allowing investors to benefit from professional oversight.
  • Ownership of Stocks: Clients retain direct ownership of the stocks purchased on their behalf, providing transparency and control over their investments.
  • Flexible Funding: Accounts can be financed with either current stock holdings or cash, offering flexibility to investors.
  • Waived Equity Commission Charges: Equity commission charges are waived, reducing the overall cost of investment.
  • Dividend Crediting: Dividends from the stocks in the portfolio are credited directly to clients' accounts.
  • Personal Financial Advisor: Each client is assigned a personal financial advisor to provide tailored advice and support.
  • Lower Fees: The MMEP offers lower investment management fees compared to similar products, making it a cost-effective option.
Benefits
  • Transparency: Direct ownership of stocks ensures transparent management of the portfolio.
  • Cost Efficiency: Lower fees and waived commission charges make the MMEP a financially attractive option.
  • Professional Management: Investors benefit from the expertise of Mayberry's financial advisors, who manage the portfolio to optimize returns.
  • Flexibility: The ability to use existing stock holdings or cash to fund the portfolio provides flexibility to investors.
  • Accessibility: Client statements are available at any time, ensuring easy access to account information.
Ideal Candidates
The MMEP is suitable for:
  • Individuals: Those who find it challenging to manage their equity portfolios daily and prefer a medium to long-term investment strategy.
  • Institutions: Organizations looking for a professionally managed equity portfolio to enhance their investment strategy.

How to Get Started
To learn more about the Mayberry Managed Equity Portfolio or to become a client, visit the Mayberry Investments Limited website 

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