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Managed ETF Investments Strategies

Moon Invest offers professionally managed ETF investment strategies tailored to different investment horizons and risk profiles.

Each strategy is constructed and continuously managed by our portfolio team, reviewed at least quarterly, and denominated in EUR. ESG principles are fully integrated without compromising return objectives — our portfolios are designed to be both responsible and performance-driven.

Strategies differ in asset allocation, expected return, risk level, and recommended investment horizon, allowing investors to select the solution that fits their goals.

Overview of Available ETF Strategies

Long-Term ETF Portfolio Strategy

This strategy is designed as a long-term investment solution focused on retirement capital formation or similar log-term goals. It invests exclusively in exchange-traded funds (ETFs) issued by leading global asset managers like Black Rock, Vanguard and similar.

The portfolio is constructed using fundamental and technical analysis and is reviewed according to economic and geopolitical developments at least once per quarter.

Risk Level 5 / 7
Horizon 15+ years
Target Return Objective 9,5% p.a.*
Asset Structure 100% ETF
Currency Allocation 100% PLN
Cash Allocation 2%
Current ESG Score (Dec 2025, source: Bloomberg) 88 / 100

*Target return objective according to the strategy documentation.

Sector Allocation
Sector Allocation
27% Artificial Intelligence
22% IT Sector
12% Industry
12% Finance
10% Consumer Sector
6% Healthcare
11% Other
Top Holdings
NVIDIA10,21%
Amazon1,28%
Apple8,27%
TSMC1,20%
Microsoft8,01%
Palantir0,87%
Broadcom3,74%
AMD0,83%
Alphabet1,92%
Meta0,83%

Source of all data: internal information portal. As of 31.12.2025.

Mid-Term Portfolio Strategy

This strategy represents a medium-term solution aimed at achieving investment objectives while maintaining a higher level of stability during turbulent market conditions. It combines exchange-traded funds (ETFs) and actively managed open-end mutual funds (MF).

The portfolio is constructed using fundamental and technical analysis and is reviewed according to economic and geopolitical developments at least once per quarter.

Risk Level 3 / 7
Horizon 5+ years
Target Return Objective 5.7% p.a.*
Asset Structure ETF + MF
Currency Allocation 100% PLN
Cash Allocation 2%
Current ESG Score (Dec 2025, source: Bloomberg) 82 / 100

*Target return objective according to the strategy documentation.

Sector Allocation
Sector Allocation
27% Artificial Intelligence
22% IT Sector
12% Industry
12% Finance
10% Consumer Sector
6% Healthcare
11% Other
Top Holdings
NVIDIA1,53%
Martin Marietta0,87%
Alphabet1,26%
Amazon0,83%
Microsoft1,14%
Truist Financial0,70%
TSMC1,08%
Quanta Services0,69%
Apple1,03%
Eli Lilly & Co.0,64%

Source of all data: internal information portal. As of 31.12.2025.

View Transparent Account
See how the strategy performs in real market conditions.

Key Differences at a Glance

Long-Term ETF Portfolio Strategy

  • Higher risk level (5/7)
  • Longer investment horizon (15+ years)
  • Exclusively ETF-based structure
  • Target return objective 9,5% p.a. (according to documentation)

Balanced ETF and Fund Portfolio Strategy

  • Moderate risk level (3/7)
  • Medium-term horizon (5+ years)
  • Combination of ETFs and actively managed funds
  • Target return objective 5.7% p.a. (according to documentation)

Investment Structure

Both strategies are managed in PLN. The portfolios invest globally and across multiple currencies. However, clients do not bear currency conversion fees. Currency exposure is managed at the portfolio level, while all transfers between the client’s bank account and investment account are made in Polish złoty (PLN). Geographic allocation is global without restrictions, and the maximum allocation per single financial instrument at the time of purchase is limited to 65%.

Important Information

Like all investment products, both strategies involve market risk. The value of investments may fluctuate depending on market developments, economic cycles, and global events. The stated return objectives are targets defined in the strategy documentation and are not guaranteed outcomes. Investing is intended for investors who understand the long-term nature of capital markets and are prepared to maintain discipline over the recommended investment horizon.

Choose Your Strategy

Both strategies are available through Moon Invest. Open a free account and select the portfolio that matches your investment horizon and risk preference.
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