Key data at a glance

Factsheet –
your funds’
profile

Key data at a glance – for you and your investors

A factsheet contains per definition, the key data of your white label funds. In addition, the data is structured to provide your investors and potential investors with a quick and comprehensive overview. We are happy to prepare factsheets for you – as well as numerous other legally-required fund documents. The required publication is made in our fund selector, which has a dedicated section on our website.

Factsheets
Hans-Henning Staak, Head of Performance-Analysis

Looking for a more individual approach? Let's make it happen.

Would you like your factsheets to fit your corporate design? And to tailor them more closely to your investors’ needs using specific graphics, key figures and individual classifications of master data? The creation of factsheets in different languages is also possible. Fully automated processes help you avoid manual errors and save valuable time.

We are happy to jointly develop a suitable solution for you and your white label funds with you and our expert partners.

Contact

We are happy to advise you on factsheets for your white label funds and on the different ways they can be customised.

New customers

Existing customers

Andreas Gessinger

Andreas Gessinger

Area Head of Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@universal-investment.com

Further topics

  • News
    August 2025

    Navigating Industry Shifts: A Conversation with Francesca McDonagh

    At the 2025 IMPower FundForum in Monaco, our Group CEO Francesca McDonagh sat down with broadcaster Emma Walden to discuss the rapidly evolving landscape of asset management.

    Read More
  • Press Release
    06. August 2025

    Professional investors’ top 10 stock picks: Concentration declines significantly

    Investments in U.S. equities remain dominant, but professional investors are diversifying more. Two German corporates are among the top 10.
     

    Read More
  • Press Release
    03. June 2025

    Universal Investment Group expands leadership team

    As part of its successful growth strategy, Universal Investment Group is further strengthening its leadership team. Jean-Philippe Talmon has joined the C-suite, the Group's senior executive body, effective from 1 June, taking on the role of Chief Transformation Officer. Meanwhile, Markus Bannwart has been appointed to the management board of Universal-Investment-Gesellschaft mbH (UID), UI Group's German fund services platform.

    Read More
To top