ETF Universe Investimental

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

  • Distribution (Dist): Dividends are distributed monthly to investors.
  • USD Denominated: The ETF is traded in US dollars.
  • Strategy: Long only
  • Exposure to: US government, government agency and corporate bonds.
  • 1-year retrun (Nov 13, 2025): +6.77%
  • 5-year return (Nov 13, 2025): -0.21%
  • TER (Nov 13, 2025): 0.03%/year
  • Risk level: for professional investors only (cf. PRIIPs)

Sources: site administrator; etfdb.com; fund documents

  • 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