Factsheet design

Producing fund factsheets can be a time consuming task. That's why many of our clients outsource their monthly factsheet production to us. All we require is a spreadsheet containing your data and some commentary and we will have your completed factsheets back to you in no time.

Fund factsheet preparation


Our experienced team has created factsheets for all kinds of funds, trusts and asset managers. This wealth of experience means we are not only able to design documents that look highly professional, but can also advise on best practice and industry trends.

Example of a fund factsheet

Monthly factsheet production

Let us do the hard work for you

  • You provide your data

  • We prepare your factsheets

  • You get the finished product