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New brand from merger of Capel and Greig Middleton

Fund manager Capel Cure Sharp is rebranding as Gerrard Investment Funds as part of the ongoing merger of Old Mutual&#39s private client investment subsidiaries.

The move will see Capel Cure Sharp and Greig Middleton & Co merged to create Gerrard.

Advertising to promote the new brand will start in May with a series of ads in national, regional and trade newspapers. As part of the merger, all existing Capel Cure Sharp unit trusts will be rebranded as Gerrard.

The fund range includes 17 unit trusts in total, of which five – the smaller companies, Japanese growth, hallmark growth, hallmark income and North American – are rated between A and AAA by Standard & Poor&#39s.

Gerrard Investment Funds director of investment fund development Barry Russell says: “The name change is an important step for us, although we want private clients and IFAs to recognise that our investment philosophy and fund management team remain unchanged.

“We are very excited about building further on what is already an extremely successful business.”


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