Sprachen

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

Marcus Kuntz

Marcus Kuntz

Area Head Sales & Fund Distribution

+49 69 71043 190

marcus.kuntz@universal-investment.com

Existing customers

Andreas Gessinger

Andreas Gessinger

Area Head Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@universal-investment.com

Further topics

  • Press Release
    10. April 2024

    Universal Investment Survey: A Third of German Asset Owners Yet to Determine ESG Performance of Their Own Real Estate Portfolio

    Traditional energy certificates and GRESB are the most favoured methods for assessing ESG performance. Asset owners prefer Article 8 funds under SFDR over Article 9 funds. Photovoltaic systems are primarily aimed at optimising property value. Already, one in five respondents consider co-ownership funds to drive efficiencies. 

    Read More
  • Press Release
    21. March 2024

    Universal Investment Group appointed as Management Company for Carnegie Fonder SICAV Portfolio

    Carnegie Fonder, a leading independent asset management company in Sweden, has selected Universal Investment Group as the new Management Company for its UCITS SICAV fund range in Luxembourg.

    Read More
  • Chistina Huebschen
    Press Release
    19. March 2024

    Universal Investment Group appoints Christina Huebschen as Group Chief Human Resources Officer

    Universal Investment Group, a leading European fund services platform and Super ManCo, today announced the appointment of Christina Huebschen (49) as Group Chief Human Resources Officer, effective April 1, 2024. In this new role, Christina will lead the Group for all aspects of human resources, encompassing people strategy and HR operations, culture and inclusion, talent management, and compensation and benefits.
    Read More