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Fund Fact Sheet Production

Automate professional fund tear sheets.

  • Create professional factsheets faster and reduce manual work.
  • Use customizable templates, automated data updates, advanced charts, statistics and ratings.
  • Generate multilingual documents for a consistent investor experience worldwide.
Try it freeNo credit card required.Plans & Pricing
Two sample branded fund factsheet reports

Trusted by investment professionals

I needed some marketing materials and Pavel and Fundpeak were terrific. TopSheets and a web site were done quickly and both were extremely well done. I’d hire them again in a minute.

Buzz BartholomewCalifornia Managed Accounts, Inc

I love your product… only wish I had discovered it years ago.

Tim FortierDrawbridge Strategies

Pavel and his team are great to work with. I’ve given him some difficult tasks and tight timeline schedules and have yet to be disappointed. Highly recommended.

Paul MoranTrinity Trading

Fund Factsheet Templates

Choose from professionally designed templates and adapt them to your brand, data and reporting needs.

Built on 15+ years of experience, they help asset managers create clear, consistent and investor-ready documents in minutes.

Custom Layout and Branding

Create fully branded fund factsheets that match your corporate identity.

Customize layouts, charts, statistics, benchmarks, disclosures and data sections to meet your specific reporting requirements.

Fund factsheet template 1Fund factsheet template 2Fund factsheet template 3Fund factsheet template 4Fund factsheet template 5
Sign up to view all templates

Performance context

Market Benchmarks

Compare each fund with the benchmarks that matter to its strategy and give investors clearer performance context.

  • Access 120+ global and regional market indexes, including leading benchmarks from S&P, MSCI, Russell and FTSE
  • Access thousands of ETFs and equities
  • Use selected benchmarks automatically in charts, tables and statistics
  • Keep fund and benchmark comparisons consistent throughout each factsheet
120+global and regional market indexesThousands of ETFs and equities

One benchmark selection flows through your reporting automatically.

AItranslation built into TopSheetsReview before publishing

Keep terminology and content consistent across language versions.

Multilingual reporting

AI-Powered Translations

Create multilingual factsheets without rebuilding content for every language.

  • Translate individual sections or an entire factsheet
  • Review and edit every translation before publication
  • Simplify production of multilingual investor documents
  • Maintain consistent content across language versions

Clear investor insight

Advanced Analytics

Turn complex performance data into clear, meaningful insights for investors.

Choose from more than 300 statistics covering returns, risk and other key fund characteristics.

300+fund statistics availableReturns, risk and key characteristics

Select the measures that best explain each fund and its performance.

Fund performance website widgets

Website Widgets

Add charts and tables to your website

Turn your data into interactive charts and tables that visitors can explore directly on your website.

  • Embed each widget with a simple copy-and-paste script
  • Update the displayed data from your administration panel
  • Match the design to your corporate colors
  • Add new functionality without handling the development yourself

I absolutely love the widgets. They have not only saved me considerable time but also increased the professionalism of our offering.

Tim FortierCapital Markets IQ

Ready to simplify your reporting?

Create professional fund factsheets with less manual work.

Try it freeNo credit card required.Pricing