Factsheets remain one of the most important, and most visible, pieces of communication between asset managers and their investors. They carry performance, positioning, risk and regulatory information, often condensed into a few pages that must be clear, accurate and easy to use.

To understand what good looks like in 2025, Factbook reviewed more than 200 fund factsheets from UK registered for sale funds. Each factsheet was assessed against a consistent set of criteria covering design, usability, clarity of narrative, data accuracy and overall investor impact.

The result is our Top 10 Fund Factsheets of 2025.

This review is not a design showcase. It’s a practical benchmark, informed by the challenges we see every day while working with asset managers on reporting automation, data integration and workflow modernisation. The factsheets featured here stood out not just for how they look, but for how effectively they communicate complex information to end investors.

Alongside the Top 10, the report also highlights key industry trends observed during the review, from improving user friendliness and increasing content depth, to the growing strain placed on manual processes as reporting complexity continues to rise.

We hope this report provides a useful reference point for reporting, marketing and distribution teams across the industry, and supports ongoing efforts to raise standards in fund communication.

Download the full Top 10 Fund Factsheets of 2025 review