TERMIUM Plus®

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PORTFOLIO TURNOVER RATE [1 record]

Record 1 2009-10-19

English

Subject field(s)
  • Investment
  • Financial and Budgetary Management
DEF

A measure of how frequently assets within a fund are bought and sold by the managers.

OBS

Portfolio turnover is calculated by taking either the total amount of new securities purchased or the amount of securities sold - whichever is less - over a particular period, divided by the total net asset value (NAV) of the fund. The measurement is usually reported for a 12-month time period.

French

Domaine(s)
  • Investissements et placements
  • Gestion budgétaire et financière
DEF

Mesure de l'activité d'un portefeuille que l'on calcule habituellement en divisant le total des achats ou des ventes de titres, selon le moins élevé des deux, à l'exclusion des titres dont l'échéance est inférieure ou égale à un an au moment de l'acquisition, par la valeur moyenne des titres en portefeuille au cours de la période considérée.

Spanish

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