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 Despite a positive first week of the new-year, offshore events and the slowing domestic economy saw Australian share prices fall in January. The All Ordinaries index fell 5.0% to be down 39.0% over 12 months.
It wasn’t all bad news over January with the defensive sectors, healthcare (+6.1%) and telecoms (+0.1%) rising. The weaker Australian dollar and relatively defensive earnings streams saw a number of healthcare companies perform well.
Read the latest Market Updates and Market Volatility News
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If you're over 55 and still working
The key to maximising the benefits of a Transition to Retirement (TTR) strategy is awareness of its availability, how to get the most out of it and most importantly taking the correct action. Keep in mind that with the restrictions on the amounts you can contribute into superannuation the earlier you implement a TTR strategy the greater the potential tax savings. This month's education looks at using a TTR strategy leading up to your retirement with an article by Russell Investment called "Don't Get Caught Short in Retirement".
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The value of advice
 If you would like to find out more about whether a TTR strategy could be suitable for you – or if you feel now may be a good time to have your investment strategy reviewed - we strongly recommend fee for service advice as the best way to get professional, unbiased advice.
Obtaining advice when approaching retirement can be advantageous. Often it is helpful to simply get a broad overview of the strategic direction in order to make sure you are making the correct decisions in what can be a fairly technical area.
Find out more about how 2020 DIRECTINVEST Advice can help you
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For a complete list of re-rated funds and to keep up to date with fund ratings from both Standard & Poor's and Morningstar:
Managed Funds more info
Superannuation Funds more info
Allocated Pension Funds more info
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Man OM-IP AHL
The AHL Diversified Program commenced trading in 1990 and has performed in a variety of market conditions while generating a compound annual rate of return of 17.3% p.a. since inception^. Man OM-IP AHL aims to provide performance during specific periods of market difficulty with the security of a capital guarantee from NAB. more info
BlackRock Asset Allocation Alpha - Class C
Introducing a specialist Tactical Asset Allocation (TAA) fund that is focused on providing high absolute returns. TAA decisions in the Fund are implemented and reviewed as market conditions change, unconstrained by benchmark, ensuring investors benefit from a large pool of opportunities as they occur. more info
View all latest investment offers
^Past performance is not a reliable indicator of future performance
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