Our inaugural Top 10 Factsheets of the Year review will be published on Tuesday 16th December 2025.

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Across the 200+ factsheets reviewed, our judges noticed several themes appearing, regardless of the fund or provider’s size or stature: 

1. Stronger design, weaker data discipline

Many factsheets looked modern, but underlying data contained inconsistencies – an issue that typically arises from siloed systems or manual hand-offs.  

2. Narrative weaknesses

A surprising number of factsheets used generic, boilerplate commentary rather than meaningful insight.  

3. Poor findability

Even top-tier asset managers make their factsheets difficult to locate online, undermining their usefulness.  

4. Growing ESG complexity

ESG data was often the least consistent across the longlist – a direct reflection of its multi-source nature.  

5. Process and workflow deficiencies still apparent 

Several factsheets show on-page artefacts and layout breaks, suggesting that templates were not fully responsive to content changes. Their presence in final, published documents points to approval workflows that still rely heavily on manual checking rather than automated control.  

6. Content richness

Factsheets are becoming more content-rich, with expanded breakdowns, attribution detail and growing ESG data. This reflects regulatory change and greater client expectations and highlights the need for systems that can scale to increased complexity.  

7. Improved user friendliness

Many firms are reducing jargon, strengthening narrative clarity and adding helpful glossary or risk sections. These enhancements significantly improve usability and reflect a positive shift towards more investor-centred communication.