At the end of 2025 the Factbook team embarked on the inaugural ‘Top 10 Fund Factsheets of the Year’. During this process we reviewed over 200 fund factsheets, from UK registered for sale funds, to get to our top 10.

In this webinar, run on Tuesday 28th April at 11am,  the judges behind this review shared trends and insights, and provided actionable takeaways that will help you improve your fund factsheets.

In this session we explored:​

• The common strengths and weaknesses observed across hundreds of factsheets​
• What the best-performing factsheets did differently​
• Why layout, usability and risk disclosure remain industry challenges​
• Practical improvements firms can implement immediately​
• How reporting processes are evolving as factsheets become more complex​

Key Takeaways

After watching the recording, you will leave with practical insights you can apply immediately, including:​

• How to improve usability and readability in existing factsheet templates​
• Ways to present risk information more clearly and effectively​
• Common layout and content issues to avoid​
• Simple changes that can strengthen investor communication

Watch the full Factbook webinar here: