A fund factsheet is more than a regulatory artefact. It is often the first, and most frequently referenced, touchpoint investors have with a fund. Despite this, factsheet production is still fraught with inefficiencies; inconsistent data, outdated layouts, manual bottlenecks and hard-to-find documents on websites.

From over 200 to 50 – how we whittled them down 

Factbook undertook a detailed review of more than 200 factsheets from UK registered for sale funds, assessing each against a weighted scoring framework covering:

Data Accuracy and Completeness – 20%

Data Completeness – Does the factsheet cover all key areas (fund basics, performance, costs, risk, holdings, contact details, etc.)?

Investor Suitability Clarity – Is it clear who the fund is for (e.g., investment horizon, risk profile)?

Clarity of Information – 20%

Clarity of Language – Is the wording concise, jargon-free, and investor-friendly?

Performance Presentation – Is performance data easy to interpret, clearly labelled, and benchmarked?

Use of Charts and Graphics – Are holdings, performance, and allocation well-visualised?

Design – 20%

Visual Appeal & Layout – Is it well-structured, visually attractive, and easy to scan?

Branding & Professionalism – Is the branding consistent and professional?

Layout & Usability – 20%

Risk Disclosure – Are risks explained in plain English with visual aids or scales?

Cost Transparency – Are fees clear, easy to compare, and contextualised?

Contact & Support Info – Is it easy to know who to contact and how?

For each of the four main categories, we gave each sub-category a score out of 10 and weighted the totals to 20%, to give an initial score out of 80. We used this score to rank every factsheet and generate our Top 50.

Judging the Top 50

For the final 20% of the total score the judges conducted a qualitative review that covered:

• Aesthetics
• Overall Presentation Quality
• Visual Appeal
• Ease of Use
• Value Added Content

Finalising the Top 10

The judges’ qualitative score out of 20 was added the weighted score out of 80 to produce a score out of 100. The ten factsheets with the highest marks make up our top ten.

View the Top 10 Fund Factsheets 2025 here.