Key data at a glance

Factsheet – your private label 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.

To our Fund Finder

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

Marcus Kuntz

Area Head Sales & Fund Distribution

+49 69 71043 190

marcus.kuntz@universal-investment.com

Existing customers

Andreas Gessinger

Area Head Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@universal-investment.com

More Topics

News at a glance

Press Release

13. February 2023

Universal Investment launches Pella’s first investment strategy in Europe

Universal Investment announces the launch of the Pella Global Securities Sustainable Fund (LU2564817075) in Europe as part of the UI I umbrella fund. Universal Investment’s partnership with Pella Funds Management is its first cooperation with an Australian asset manager and offers investors access to Pella's expertise which they habe been applying successfully in ESG strategies since 2005. In addition of acting as fund service platform, Universal Investment supports Pella with digital marketing expertise delivered by UI subsidiary CAPinside.
Read More
News

February 2023

Universal Investment awarded as one of the Top 150 companies in Luxembourg

Who truly powers the Luxembourg economy? To answer this simple questions, Luxembourg news platform “Luxembourg Official” analysed hard data to identify in 15 categories such as bank, insurance or private equity to reduce bias as much as possible. Therefore, Universal Investment Group is proud to be awarded as biggest third-party ManCo with its Luxembourg fund hub.
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Partner News

January 2023

In an uncertain environment: Earning visibility is key

Jordan Cvetanovski, CIO and Portfolio Manager at Pella Funds Management, analyses the current market environment with a special focus on inflation and rates. Who will win? The Federal Reserve or the markets? What impacts are high inflation and rising rates having on the UI I – Pella Global Securities Sustainable fund that was launched in January.
Authors: Jordan Cvetanovski, Pella Funds Management Read More

Key data at a glance