Print Friendly, PDF & Email

The PTR provides information about the income from the fund portfolio and consequently about the current transaction costs encumbering the funds. Helps with analysing the TER, as this does not take the fund’s internal and external transactions costs into account during calculation. The PTR also indicates the relevance of ancillary costs incurred by the fund when buying and selling assets.

Term-Nr.: 640

German: Portfolio Turnover Rate (PTR) (640)

Source: SFO D15 2010 m. e. E., 24.04.2010

Notice: The contents of this terminology collection Lawpedia® with a focus on business law (especially financial market law) have been researched with great care and compiled on the basis of an extensive flash card, training materials and literature. The various sources (as far as they could be found) can be found in the abbreviations and source references. References to other sources are welcome. Despite the care taken, the provider cannot accept any liability for the accuracy, completeness and topicality of the information provided. The information is of a general nature in particular and does not constitute legal advice in individual cases.

0 replies

Leave a Reply

Want to join the discussion?
Feel free to contribute!

Leave a Reply

Your email address will not be published. Required fields are marked *