411 REFERENCE · Wiktionary
Portfolioumschlag
Reference material by Wiktionary contributors. This retains its source identity and is not 411 news reporting.
German
Etymology
de :af Portfolio<t:portfolio> Umschlag<t:turnover/handling>
de Portfolio Umschlag portfolio turnover/handling
Pronunciation
de [pɔʁtˈfoːli̯oˌʔʊmʃlaːk]
de Port fo lio um schlag
Noun
m,,-e
de finance portfolio turnover a measure of how frequently assets within a fund are bought and sold by the managers over a given period
de Ein extrem hoher Portfolioumschlag kann die Rendite durch kumulierte Transaktionskosten erheblich schmälern. An extremely high portfolio turnover can significantly reduce returns due to accumulated transaction costs.
de Passiv verwaltete Indexfonds zeichnen sich in der Regel durch einen sehr geringen Portfolioumschlag aus. Passively managed index funds are generally characterized by a very low portfolio turnover.
Declension
m,,-e
Synonyms
de Umschlagshäufigkeit turnover frequency
de Portfolioumsatz portfolio sales/turnover
Antonyms
de Bestandshaltung holding of assets
Hypernyms
de Kennzahl key figure/metric
de Effizienzmaß measure of efficiency
Coordinate terms
de Anlagehorizont investment horizon; often inversely related to turnover
de Hebelwirkung leverage; often combined with high turnover in active strategies
de Handelskosten trading costs; the primary consequence of turnover
de Sperrfrist lock-up period; may restrict the manager's ability to adjust turnover
de Verwaltungsgebühr management fee
Related terms
de umschlagen to turn over/handle
de Umschlagrate turnover rate
References
Portfolioumschlag
Portfolioumschlag