London Stock Exchange ETF segment · UCITS ETF
Invest in 0TPE ETF from India
Indian and foreign residents can buy iShares $ TIPS UCITS ETF (0TPE) units directly through Paasa.
By Paasa · Updated
0TPE at a glance
- Price
- €5.20-€0.01 (0.25%)
- Expense ratio
- 0.1%
- Day range
- €5.20 – €5.22
- Assets
- €3.1B
- Domicile
- Ireland
- Holdings
- 48
- Launched
- 2006
- Dividends
- —
- 1 month
- -2.90%
- 6 months
- -2.90%
- YTD
- -3.26%
- 1 year
- -3.80%
- 5 years
- -10.57%
Price change, excluding dividends.
Top 10 holdings
- 1TREASURY (CPI) NOTE 1.88% 07/15/2035 (TIPS)3.5%
- 2TREASURY (CPI) NOTE 1.88% 01/15/2036 (TIPS)3.4%
- 3TREASURY (CPI) NOTE 2.13% 01/15/2035 (TIPS)3.4%
- 4TREASURY (CPI) NOTE 1.25% 04/15/2031 (TIPS)3.2%
- 5TREASURY (CPI) NOTE 1.88% 07/15/2034 (TIPS)3.1%
- 6TREASURY (CPI) NOTE 0.13% 01/15/2032 (TIPS)3.1%
- 7TREASURY (CPI) NOTE 0.50% 01/15/2028 (TIPS)3.1%
- 8TREASURY (CPI) NOTE 1.63% 04/15/2030 (TIPS)3.1%
- 9TREASURY (CPI) NOTE 1.13% 10/15/2030 (TIPS)3.1%
- 10TREASURY (CPI) NOTE 1.75% 01/15/2034 (TIPS)3.0%
0TPE holds 48 securities in total. These 10 are 31.8% of the fund.
Where the money is invested
Countries
- United States97.7%
- Other2.2%
- Ireland0.1%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| TIPAMEXiShares TIPS Bond ETF | 0.18% | 14.4B |
| IDTPLSEiShares $ TIPS UCITS ETF | 0.1% | 3.6B |
| ITPGLSEiShares $ TIPS UCITS ETF | 0.12% | 1.2B |
Assets are shown in each fund's own reporting currency.
How to invest in 0TPE from India
Step 1
Open your Paasa account
KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.
Step 2
Add funds from your Indian bank account
Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit, and Interactive Brokers converts the dollars to EUR when you buy.
Step 3
Search 0TPE and buy
Find the fund by its ticker, 0TPE, on the London Stock Exchange ETF segment, and place your order.
Why invest in 0TPE from India
What 0TPE holds
This fund's primary objective is to replicate the performance of an index consisting of US government debt securities that are adjusted for inflation.
Outside US estate tax
0TPE is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
Paasa handles the paperwork
Investing abroad brings paperwork with it: remittance filings, capital gains reporting, foreign asset disclosure. Paasa prepares all of it for you. Your India-ready tax reports arrive at year end, ready to file.
Why 0TPE's UCITS structure matters for Indian investors
0TPE is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
Capital gains are taxed in India the same way as on a US-listed ETF.
Frequently asked questions
Can I buy 0TPE from India?
Yes. Indian residents can buy iShares $ TIPS UCITS ETF (0TPE) through Paasa. It is listed on the London Stock Exchange ETF segment and trades in EUR. Your money leaves India under the RBI's Liberalised Remittance Scheme, and the units are held in your own name at Interactive Brokers.
What does 0TPE invest in?
iShares $ TIPS UCITS ETF holds 48 securities. Its largest holdings are TREASURY (CPI) NOTE 1.88% 07/15/2035 (TIPS) (3.5%), TREASURY (CPI) NOTE 1.88% 01/15/2036 (TIPS) (3.4%) and TREASURY (CPI) NOTE 2.13% 01/15/2035 (TIPS) (3.4%). The fund is domiciled in Ireland.
What is the expense ratio of 0TPE?
iShares $ TIPS UCITS ETF has an expense ratio of 0.1% a year, taken from the fund's assets rather than billed to you. The fund manages about €3.1B.
Is 0TPE a UCITS ETF, and why does that matter for Indian investors?
Yes. iShares $ TIPS UCITS ETF is a UCITS fund domiciled in Ireland. Because it is domiciled outside the US, it is not a US-situs asset, so US estate tax does not apply to it.
What tax do I pay in India when I sell 0TPE?
Gains are taxable in India. Debt-oriented funds can be taxed differently from equity funds, so confirm your rate before selling. The gain is worked out in rupees at the EUR/INR rate on the day you bought and the day you sold, so the currency move is part of the gain. Paasa's capital-gains statement gives you the figures for your return.