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

Be among the first to receive it by subscribing to Factbook News using the form on this page.

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 Despite this, factsheet production is still fraught with inefficiencies; inconsistent data, outdated layouts, manual bottlenecks and hard-to-find documents on websites.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.