Portfolioumschlag

German

Etymology

Portfolio (“portfolio”) +‎ Umschlag (“turnover/handling”)

Pronunciation

  • IPA(key): [pɔʁtˈfoːli̯oˌʔʊmʃlaːk]
  • Hyphenation: Port‧fo‧lio‧um‧schlag

Noun

Portfolioumschlag m (strong, genitive Portfolioumschlags, plural Portfolioumschlag-e)

  1. (finance) portfolio turnover (a measure of how frequently assets within a fund are bought and sold by the managers over a given period)
    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.
    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

Declension of Portfolioumschlag [masculine, strong]
singular plural
indef. def. noun def. noun
nominative ein der Portfolioumschlag die Portfolioumschlag-e
genitive eines des Portfolioumschlags der Portfolioumschlag-e
dative einem dem Portfolioumschlag den Portfolioumschlag-en
accusative einen den Portfolioumschlag die Portfolioumschlag-e

Synonyms

Antonyms

Hypernyms

Coordinate terms

  • Anlagehorizont (investment horizon; often inversely related to turnover)
  • Hebelwirkung (leverage; often combined with high turnover in active strategies)
  • Handelskosten (trading costs; the primary consequence of turnover)
  • Sperrfrist (lock-up period; may restrict the manager's ability to adjust turnover)
  • Verwaltungsgebühr (management fee)
  • umschlagen (to turn over/handle)
  • Umschlagrate (turnover rate)

References

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