Graham Tucker


Invest in the Old Mutual Balanced Fund
This fund aims to achieve long-term inflation-beating growth. The fund has a growth asset bias and will invest more heavily in shares. The Portfolio Manager actively allocates to other asset classes to take advantage of changing market conditions and to manage the fund’s volatility. This fund is suitable for investors wanting moderate to high long-term growth, with less volatility in the short term than pure equity. It is suitable as a stand-alone retirement investment. For more information, view the minimum disclosure document (fact sheet), or contact your financial adviser.

*Minimum Disclosure Document


Graham joined Old Mutual Investment Group (FSP 604) in 2000 and has been managing the Old Mutual Balanced Fund since 2014.

He's quantitatively driven and his ability to thoroughly test ideas prior to implementation adds value to the team in their quest for long-term growth.




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Please note our working hours are 08:00 to 17:00 weekdays.


Old Mutual Unit Trust Managers (RF) (Pty) Ltd (OMUT) is a registered manager in terms of the Collective Investment Scheme Control Act 45 of 2002. We aim to treat our customers fairly by giving you the information you need in as simple a way as possible to enable you to make informed decisions about your investments. You should ideally see unit trusts as a medium to long term investment. The fluctuations of particular investment strategies affect how a fund performs. Your fund value may go up or down. Therefore, we cannot guarantee the investment capital or return of your investment. How a fund has performed in the past does not necessarily indicate how it will perform in the future. The fees and costs that we charge for managing your investment are accessible on the relevant fund's Minimum Disclosure Document (MDD) or Table of fees and charges, both available on OMUT’s public website, or from their contact centre. The cut off time for client instructions (e.g. buying and selling) is at 15:00 each working day for all our funds, except the Money Market Funds, whose price is set at 13:00. These are also the times we value our funds to determine the daily ruling price (other than at month-end when we value the Old Mutual Top 40 Fund and the Old Mutual Multi-Managers Equity Fund of Funds at 17:00). Daily prices are available on the OMUT public website and in the media. Unit trusts trade at ruling prices, may borrow to fund client disinvestments and may engage in script lending. The daily price is based on the current market value of the fund’s assets plus income minus expenses (NAV of the portfolio) divided by the number of units is issue. OMUT has the right to close the portfolio to new investors in order to manage it more efficiently in accordance with its mandate. The Net Asset Value to Net Asset Value figures are used for the performance calculations. The performance quoted is for a lump sum investment. The performance calculation includes income distributions prior to the deduction of taxes and is reinvested on the ex-dividend date. Performance may differ as a result of actual initial fees, the actual investment date, the date of reinvestment and dividend withholding tax. Annualised returns are the weighted average compound growth rate over the performance period measured. Old Mutual is a member of the Association of Savings and Investment South Africa (ASISA). Some funds hold assets in foreign countries and therefore may have risks regarding liquidity, the repatriation of funds, political and macro-economic situations, foreign exchange, tax, settlement, and the availability of information. Please contact us for risks specific to each country. A money market fund is not a bank deposit account. Its unit price aims to be constant but investment capital is not guaranteed. The total return is primarily made up of interest (declared daily at 13:00) but may also include any gain/loss on any particular instrument. In most cases this will merely have the effect of increasing or decreasing the daily yield, but in the case of abnormal losses, it can have the effect of reducing the capital value of the fund. The published yield is calculated using the average of the fund’s previous seven days’ net income (and assumes all income was reinvested). This figure is then annualised, which is the weighted average compound growth rate. Excessive withdrawals from the fund may place the fund under liquidity pressures. In such circumstances a process of ring-fencing of withdrawal instructions and managed pay-outs over time may be followed. Income funds derive their income primarily from interest-bearing instruments as defined. The yield is a current yield and is calculated daily. A fund of funds is a portfolio that invests in other funds which levy their own charges, which could result in a higher fee structure for the fund of funds. A feeder fund is a portfolio that invests in a single fund which levies its own charges. This could result in a higher fee structure for the feeder fund.