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

  • Press Release
    11. December 2025

    Universal Investment Group enters active ETF market to meet growing client demand

    It is a platform and framework launch for white-label active ETF products. The new active ETF value proposition completes the service offering for active asset managers.

    Read More
  • Press Release
    18. November 2025

    Survey: Asset managers anticipate global upturn, but remain cautious about Europe

    70% of asset managers in Germany expect an economic upswing to take hold in 2026, according to the latest asset manager survey of over 50 investment firms by Universal Investment. China and the emerging markets are considered to be the growth drivers.

    Read More
  • Press Release
    07. October 2025

    Universal Investment Group expands into APAC with first office in Singapore

    Bjoern Beck appointed to lead operations, bringing extensive expertise in real estate and APAC markets. Singapore office to support international growth strategies of existing clients and serve as a gateway for APAC investors into European fund markets. 
     

    Read More
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