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
Leave a Reply
Want to join the discussion?Feel free to contribute!