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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 Relationship Management Fund Initiators

+49 69 71043 552

andreas.gessinger@universal-investment.com

Further topics

  • Marcus Kuntz
    News
    December 2024

    Looking back and looking ahead – observations and early indicators for new asset allocation trendlines 

    Challenging industry dynamics for asset managers continued in 2024, showing no signs of abating in 2025, says Marcus Kuntz, head of sales and fund distribution, Universal Investment.

    Author: Marcus Kuntz Read More
  • Press Release
    05. December 2024

    Universal Investment Group strengthens management team of German ManCo 

    Universal Investment Group has strengthened the management of its German management company (KVG) by appointing Jochen Meyers and Kurt Jovy, two seasoned managers from within its own ranks.

    Read More
  • Press Release
    04. December 2024

    UII unveils new AIFM services for real estate funds

    Universal Investment Ireland has expanded its product offering to include Alternative Investment Fund Manager (AIFM) services for Irish-domiciled real estate funds.

    Read More
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