Fund factsheets

Effective

Give investors the clarity they need to act faster. Turn interest into investment with clear, well-structured data presentation and templates tailored to your brand. Our factsheets help you communicate more effectively, reduce manual effort and keep approval cycles moving.

Two people are analyzing charts and graphs on printed documents, with one hand pointing at a bar graph using a pen.

Efficient

Build investor confidence, reduce support queries, and reinforce your brand at every touchpoint. A well-designed, consistent factsheet streamlines reporting cycles, minimises errors, and presents performance data with clarity and credibility.

Compliant

Built with compliance at its core, your new fund factsheet will be up to date with industry regulations and investor expectations, so your team won’t have to double-check every line. Whether you’re reporting monthly, quarterly, or ad hoc, we work closely with your compliance and legal teams to keep your content accurate, consistent, and investor-ready — every time.

A person in a suit is signing a document with a white pen on a wooden desk.

One of your most important documents.

When Aubrey came to us for their fund factsheet, they wanted to present information in a concise and structured way, one that’s easy for stakeholders to engage with their key information. They wanted to inspire more action.

Reinforces your brand presence

We crafted every detail to align seamlessly with their brand identity, creating a consistent and professional look. This cohesive presentation strengthens credibility and trust, at every touchpoint.

Engagement, balanced with compliance.

Built to meet strict compliance standards while remaining modern and engaging, our fact sheets streamline complex data without sacrificing visual appeal. They prove that compliance and clarity can, and should, go hand in hand. With plenty of room for notes, comments and regulatory information. Make your factsheets work for you.

FAQs

How will the data be imported into the factsheet?

We have options depending on your needs. From fully automated sheets to you sending it to us for upload. Regardless of the method, it’s done with confidentiality and compliance in mind

Can the design match our brand guidelines?

Absolutely. Your brand is your identity, and central to anything we do for you. We can also offer suggestions on the best way to apply your brand.

Are your factsheets compliant with UCITS, PRIIPs, and local regulations?

Our factsheets are fully compliant with industry regulations, if you have any specific to you industry or markets, just let us know and we’ll make sure they’re followed.

What’s the monthly production process like?

Depending on your needs, the monthly process comprises of us updating and publishing your factsheet, whether that’s manually or automatic.

Can you handle factsheets in multiple languages or jurisdictions?

Absolutely. Most of our clients operate across regions. We can accommodate a wide range of needs. Just let us know.

What formats can you deliver in (PDF, web-embeddable, etc.)?

Any format you’d like. The most popular format is PDF because of how versatile it is, but we’re happy to deliver your factsheet however you’d like it.

How is pricing structured—by fund, frequency, pages?

Pricing is tailored, but does take into account number of funds, pages per sheet and frequency of production, as well as how much automation is involved.

Let’s Talk