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

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    03. September 2025

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    02. September 2025

    Universal Investment Group appoints Hilton Hess as Chief Financial Officer

    UI Group further strengthens its C-suite with the addition of a seasoned leader from the funds services industry. Hilton Hess brings over 35 years of international Finance experience.

    Read More
  • News
    August 2025

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    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.

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