ETF Universe Investimental

Do you want to invest in the shares of the most renowned companies in the US, Europe, and Romania, while also considering diversification through bonds? In addition, your friends have invested in gold and precious metals, and you are wondering how to allocate all these investments. Investing in ETFs through Investimental could be a good option, for several reasons:

Let’s take a look at some examples of ETFs that you can trade through Investimental

  • Accumulation (Acc): Dividends are automatically reinvested to increase the value of the investment.
  • Denominated in RON & EUR: The ETF is traded in RON on the BVB and in EUR on other markets, while the fund’s assets are denominated in Romania’s national currency.
  • Strategy: Long-only
  • Exposure to: leading companies in Romania.
  • 1-year return (13 Nov 2025, EUR): +37.36%
  • Return since launch (29 May 2024 – 13 Nov 2025): +40.76%
  • TER (11 Apr 2025): 0.95%/year
  • Risk level: 4 out of 7 (according to PRIIPs)

Sources: administrator’s website; fund documents

  • Accumulation (Acc): Dividends are automatically reinvested to increase the value of the investment.
  • Denominated in EUR & RON: The ETF is traded in RON on the BVB and in EUR on other markets, while the fund’s assets are denominated in the single European currency.
  • Strategy: Long-only
  • Exposure to: leading companies in Slovenia.
  • Return since listing on the BVB (18 Mar 2025 – 13 Nov 2025): +27.28%
  • TER (13 Nov 2025): 0.81%/year
  • Risk level: 4 out of 7 (according to PRIIPs)

Sources: administrator’s website; fund documents

  • Accumulation (Acc): Dividends are automatically reinvested to increase the value of the investment.
  • Denominated in RON: The ETF is traded in RON.
  • Strategy: Long-only
  • Exposure to: leading companies in Romania.
  • 1-year return (13 Nov 2025): +38.07%
  • 5-year return (13 Nov 2025): +204.50%
  • TER: 1.32%/year
  • Risk level: 4 out of 7 (according to PRIIPs)

Sources: BVB; fund documents

  • Accumulation (Acc): Dividends are automatically reinvested to increase the value of the investment.
  • Denominated in RON: The ETF is traded in RON.
  • Strategy: Long-only
  • Exposure to: leading companies in Romania’s energy sector.
  • 1-year return (11 Apr 2025): +44.71%
  • Return since launch (20 Feb 2023 – 11 Apr 2025): +110.02%
  • TER: 2.13%/year
  • Risk level: 4 out of 7 (according to PRIIPs)

Sources: BVB; fund documents

  • Accumulating dividends (Acc): Instead of paying dividends, the fund reinvests them to achieve greater growth over time.
  • Denominated in USD & EUR: The ETF is traded in EUR and, on certain markets, also in USD, while the assets are denominated in US dollars.
  • Strategy: Long-only
  • Broad exposure: Provides diversification through investments in leading companies across various sectors of the US economy.
  • 1-year return (13 Nov 2025, EUR): +6.52%
  • 5-year return (13 Nov 2025, EUR): +110.35%
  • TER (13 Nov 2025): 0.07%/year
  • Risk level (13 Nov 2025): 5 out of 7 (according to PRIIPs)

Sources: justETF; fund documents

  • Accumulating dividends (Acc): Dividends are reinvested instead of being distributed to investors.
  • Denominated in USD & EUR: The ETF is traded in EUR and, on certain markets, also in USD, while the assets are denominated in US dollars.
  • Strategy: Long-only
  • Global exposure: Provides diversification through investments in leading companies across multiple developed countries.
  • 1-year return (13 Nov 2025): +9.14%
  • 5-year return (13 Nov 2025): +94.26%
  • TER (13 Nov 2025): 0.2%/year
  • Risk level (13 Nov 2025): 4 out of 7 (according to PRIIPs)

Sources: justETF; fund documents

  • Accumulating dividends (Acc.): Dividends are automatically reinvested to increase the value of the investment.
  • Denominated in USD & EUR: The ETF is traded in EUR and, on certain markets, also in USD, while the assets are denominated in US dollars.
  • Strategy: Long-only
  • Broad diversification: Unlike ETFs that track only large companies, this ETF also includes smaller-cap stocks.
  • 1-year return (13 Nov 2025): +18.74%
  • 5-year return (13 Nov 2025): +41.67%
  • TER (13 Nov 2025): 0.18%/year
  • Risk level (13 Nov 2025): 4 out of 7 (according to PRIIPs)

Sources: justETF; fund documents

  • Distribution (Dist): Dividends are paid periodically to investors.
  • Denominated in USD & EUR: The ETF is traded in EUR and, on certain markets, also in USD, while the assets are denominated in US dollars.
  • Strategy: Long-only
  • Global exposure: Includes companies from developed and emerging economies, covering multiple sectors.
  • 1-year return (13 Nov 2025): +10.45%
  • 5-year return (13 Nov 2025): +83.94%
  • TER (13 Nov 2025): 0.29%/year
  • Risk level (13 Nov 2025): 4 out of 7 (according to PRIIPs)

Sources: justETF; fund documents

  • Accumulation (Acc.): Dividends are automatically reinvested to increase the value of the investment.
  • Denominated in USD & EUR: The ETF is traded in EUR, while the assets are denominated in US dollars.
  • Strategy: Long-only
  • 1-year return (13 Nov 2025): +12.35%
  • 5-year return (13 Nov 2025): +125.51%
  • TER (13 Nov 2025): 0.3%/year
  • Risk level (13 Nov 2025): 5 out of 7 (according to PRIIPs)

Sources: justETF; fund documents

  • Distributed dividends (Dist): Dividends are periodically distributed to investors.
  • Denominated in GBP: The ETF has GBP exposure and is traded in EUR.
  • Strategy: Long-only
  • Exposure to leading companies in the UK market.
  • 1-year return (13 Nov 2025): +19.96%
  • 5-year return (13 Nov 2025): +89.92%
  • TER (13 Nov 2025): 0.07%/year
  • Risk level (13 Nov 2025): 4 out of 7 (according to PRIIPs)

Sources: justETF; fund documents

  • Capitalisation (Acc.): The income generated is reinvested rather than distributed to investors.
  • Denominated in EUR: The ETF is traded in EUR and, on certain markets, also in USD, while the assets are denominated in US dollars.
  • Strategy: Long-only
  • Exposure: U.S. government securities with maturities between 1 month and 1 year.
  • 1-year return (13 Nov 2025): -4.28%
  • 5-year return (13 Nov 2025): +17.80%
  • TER (13 Nov 2025): 0.07%/year
  • Risk level (13 Nov 2025): 1 out of 7 (according to PRIIPs)

Sources: justETF; fund documents

  • Accumulation (Acc.): Dividends are automatically reinvested to increase the value of the investment.
  • Denominated in EUR: The ETF is traded in euros.
  • Strategy: Long-only
  • Exposure to leading companies: Includes European giants.
  • 1-year return (13 Nov 2025): +19.94%
  • 5-year return (13 Nov 2025): +74.44%
  • TER (13 Nov 2025): 0.07%/year
  • Risk level (13 Nov 2025): 4 out of 7 (according to PRIIPs)

Sources: justETF; fund documents

  • Accumulation (Acc.):
    Dividends are automatically reinvested, supporting the compounding of returns.
  • Denominated in EUR:
    The ETF is traded and denominated in euros.
  • Strategy:
    Inverse, with daily leverage -1x (short on EURO STOXX 50)
  • Regional exposure:
    Major companies in the euro area, across sectors such as financials, industrials, energy, and consumer goods.
  • 1-year return (13 Nov 2025):
    -15.88%
  • 5-year return (13 Nov 2025):
    -11.94%
  • TER (13 Nov 2025):
    0.40%
  • Risk level (13 Nov 2025):
    6 out of 7 (according to PRIIPs)

Sources: Administrator’s website; fund documents

  • Distribution (Dist.): Dividends are periodically distributed to investors in the form of coupons.
  • Denominated in EUR: The ETF is traded in euros.
  • Strategy: Long-only
  • Exposure to corporate bonds: Includes bonds issued by large companies across various sectors, such as financials, telecommunications, energy, and consumer goods.
  • 1-year return (13 Nov 2025): +3.75%
  • 5-year return (13 Nov 2025): +0.01%
  • TER (13 Nov 2025): 0.2%/year
  • Risk level (13 Nov 2025): 2 out of 7 (according to PRIIPs)

Sources: justETF; fund documents

  • Distribution (Dist): Dividends are paid quarterly to investors.
  • Denominated in USD: The ETF is traded in US dollars.
  • Strategy: Long-only
  • Exposure to: the US equity market
  • 1-year return (13 Nov 2025, EUR): +6.53%
  • 5-year return (13 Nov 2025, EUR): +110.37%
  • TER (13 Nov 2025): 0.03%/year
  • Risk level: available only to professional investors (according to PRIIPs)

Sources: administrator’s website; etfdb.com; fund documents

  • Distribution (Dist): Dividends are periodically distributed to investors.
  • Denomination: USD
  • Strategy: Inverse exposure (-1x) to the daily performance of the S&P 500 index. This ETF aims to achieve results opposite to the daily movements of the US equity market.
  • 1-year return (13 Nov 2025): -9.74%
  • 5-year return (13 Nov 2025): -10.57%
  • TER (13 Nov 2025): 0.89%/year
  • Risk level: available only to professional investors (according to PRIIPs)

Sources: administrator’s website; etfdb.com; fund documents

  • Distribution (Dist): Dividends are periodically distributed to investors.
  • Denominated in USD: The ETF is traded in US dollars and is listed on multiple international exchanges.
  • Strategy: Long-only.
  • Exposure to: small-cap US companies across various sectors.
  • 1-year return (13 Nov 2025): -1.96%
  • 5-year return (13 Nov 2025): +9.69%
  • TER (13 Nov 2025): 0.06%/year
  • Risk level: available only to professional investors (according to PRIIPs)

Sources: administrator’s website; etfdb.com; fund documents

  • Distribution (Dist): Dividends are distributed quarterly to investors.
  • Denominated in USD: The ETF is traded in US dollars.
  • Strategy: Long-only
  • Exposure to: leading companies in technology, telecommunications, consumer goods, and other innovative sectors.
  • 1-year return (13 Nov 2025): +21.74%
  • 5-year return (13 Nov 2025): +17.19%
  • TER (13 Nov 2025): 0.20%/year
  • Risk level: available only to professional investors (according to PRIIPs)

Sources: administrator’s website; etfdb.com; fund documents

  • Distribuire (Dist): Dividendele sunt distribuite lunar investitorilor.
  • Denominat în USD: ETF-ul este tranzacționat în dolari americani.
  • Strategia: Long-only
  • Expunere la: obligațiuni guvernamentale, agenții guvernamentale și corporative din SUA.
  • Randament 1 an (13 noi. 2025): +6.77%
  • Randament 5 ani (13 noi. 2025): -0.21%
  • TER(13 noi. 2025): 0.03%/an
  • Nivel de risc: doar pentru investitori profesionali (cf. PRIIPs)

Surse: website administrator; etfdb.com; documente fond

  • Distribution (Dist): Dividends are periodically distributed to investors.
  • Denominated in USD: The ETF is traded in US dollars.
  • Strategy: Long-only
  • Exposure to: US government bonds with maturities of 20 years or more.
  • 1-year return (13 Nov 2025): +3.81%
  • 5-year return (13 Nov 2025): -7.61%
  • TER (13 Nov 2025): 0.15%/year
  • Risk level: available only to professional investors (according to PRIIPs)

Sources: administrator’s website; etfdb.com; fund documents

  • Distribution (Dist): Dividends are distributed quarterly to investors.
  • Denominated in USD: The ETF is traded in US dollars.
  • Strategy: Long-only
  • Exposure to: US real estate companies and REITs, including property developers and operators of commercial and residential properties.
  • 1-year return (13 Nov 2025): +0.04%
  • 5-year return (13 Nov 2025): +5.42%
  • TER (13 Nov 2025): 0.13%/year
  • Risk level: available only to professional investors (according to PRIIPs)

Sources: administrator’s website; etfdb.com; fund documents

  • Distribution (Dist): Dividends are periodically distributed to investors.
  • Denominated in USD: The ETF is traded in US dollars.
  • Strategy: Long/short equity, investing in both long and short positions in value and growth stocks.
  • Exposure to: value and growth equities across various sectors of the economy, using a combination of long and short positions.
  • 1-year return (13 Nov 2025): +0.04%
  • 5-year return (13 Nov 2025): +5.42%
  • TER (13 Nov 2025): 1.46%/year
  • Risk level: available only to professional investors (according to PRIIPs)

Sources: administrator’s website; etfdb.com; fund documents

  • Denominated in USD: The ETF is traded in US dollars.
  • Strategy: Long-only, tracking the price of gold without employing active strategies.
  • Exposure to: physical gold stored in secure vaults.
  • 1-year return (13 Nov 2025): +60.80%
  • 5-year return (13 Nov 2025): +17.15%
  • TER (13 Nov 2025): 0.40%/year
  • Risk level: available only to professional investors (according to PRIIPs)

Sources: administrator’s website; etfdb.com; fund documents

  • 4x leverage: The daily performance of the S&P 500 index is multiplied by 4, which can lead to higher returns but also increased risk.
  • Denominated in USD: It is traded in US dollars.
  • Strategy: Long-only, with daily leverage applied.
  • Exposure to: the US equity market with 4x leverage.
  • 1-year return (13 Nov 2025): +9.69%
  • TER (13 Nov 2025): 2.95%/year
  • Risk level: available only to professional investors (according to PRIIPs)

Sources: administrator’s website; etfdb.com; fund documents

Resources

ETFs vs. Stocks: A Brief Guide for Investors

ETF or stocks? What are the advantages and disadvantages of each, and what should you keep in mind when deciding what to invest in.

What are ETFs

A short video clip in which we explain why ETFs are so popular among investors.

Learn about ETFs and stocks and benefit from reduced commissions

Through the InvestiMentor program, for each module you complete, you receive reduced trading commissions for 30 days.