London Stock Exchange ETF segment · UCITS ETF
Invest in 5ESG ETF from India
Indian and foreign residents can buy UBS S&P 500 Scored & Screened UCITS ETF hGBP dis (5ESG) units directly through Paasa.
By Paasa · Updated
5ESG at a glance
- Price
- £44.78-£0.62 (1.35%)
- Expense ratio
- 0.13%
- Day range
- £44.78 – £45.59
- Assets
- £3.3B
- Domicile
- Ireland
- Holdings
- 317
- Launched
- 2019
- Dividends
- Distributing
- 1 month
- -0.82%
- 6 months
- +15.30%
- YTD
- +9.92%
- 1 year
- +15.65%
- 5 years
- +74.95%
Price change, excluding dividends.
Top 10 holdings
- 1NVIDIA CORP13.5%
- 2MICROSOFT CORP9.2%
- 3ALPHABET INC-CL A4.9%
- 4ALPHABET INC-CL C3.9%
- 5MICRON TECHNOLOGY INC3.0%
- 6ELI LILLY & CO2.3%
- 7VISA INC-CLASS A SHARES1.5%
- 8INTEL CORP1.5%
- 9WALMART INC1.2%
- 10ABBVIE INC1.2%
5ESG holds 317 securities in total. These 10 are 42.2% of the fund.
Where the money is invested
Sectors
- Technology37.8%
- Financial Services13.2%
- Healthcare11.7%
- Communication Services11.1%
- Industrials8.0%
- Consumer Defensive4.9%
Countries
- United States96.9%
- Ireland1.8%
- United Kingdom0.7%
- Switzerland0.4%
- Netherlands0.1%
- Bermuda0.1%
How to invest in 5ESG 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 GBP when you buy.
Step 3
Search 5ESG and buy
Find the fund by its ticker, 5ESG, on the London Stock Exchange ETF segment, and place your order.
Why invest in 5ESG from India
What 5ESG holds
This ETF aims to mirror the performance of the S&P 500 Scored & Screened Hedged to GBP Index by investing in its constituent companies, maintaining proportionate weightings consistent with the index. Its core objective is to replicate the index's overall price and total return performance, after accounting for all fees.
Outside US estate tax
5ESG 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 5ESG's UCITS structure matters for Indian investors
5ESG is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.
On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.
Capital gains are taxed in India the same way as on a US-listed ETF.
Frequently asked questions
Can I buy 5ESG from India?
Yes. Indian residents can buy UBS S&P 500 Scored & Screened UCITS ETF hGBP dis (5ESG) through Paasa. It is listed on the London Stock Exchange ETF segment and trades in GBP. 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 5ESG invest in?
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis holds 317 securities. Its largest holdings are NVIDIA CORP (13.5%), MICROSOFT CORP (9.2%) and ALPHABET INC-CL A (4.9%). Technology is its largest sector at 37.8%. It is a distributing fund domiciled in Ireland.
What is the expense ratio of 5ESG?
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis has an expense ratio of 0.13% a year, taken from the fund's assets rather than billed to you. The fund manages about £3.3B.
Is 5ESG a UCITS ETF, and why does that matter for Indian investors?
Yes. UBS S&P 500 Scored & Screened UCITS ETF hGBP dis 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. On the US shares the fund holds, the 15% US dividend withholding is paid inside the fund, and you cannot claim it as a Foreign Tax Credit in India.
How are 5ESG dividends taxed in India?
UBS S&P 500 Scored & Screened UCITS ETF hGBP dis is a distributing fund. It pays the dividends from its holdings out to you in cash. Dividends are taxed at your slab rate in India. Paasa's dividend report lists the gross dividend and any tax withheld for each payment.
What tax do I pay in India when I sell 5ESG?
In India, gains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation, and gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate. Both are worked out in rupees at the GBP/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.