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Investment term of the day: portfolio turnover
Portfolio turnover measures how frequently fund managers buy and sell assets within a portfolio. The measurement is usually reported over a twelve-month period.
A low turnover figure would indicate the fund has a buy-and-hold strategy whereas a figure of more than 100% indicates the fund’s strategy involves buying and selling securities at a faster pace. A turnover ratio of 100% does not necessarily mean that all assets have been traded within the defined period.
Not financial advice.
This article is for general information only and does not take your personal circumstances into account. The value of investments can fall as well as rise. Speak to a regulated financial adviser before making investment decisions.
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