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London Stock Exchange ETF segment · UCITS ETF

Invest in AGED ETF from India

Indian and foreign residents can buy iShares Ageing Population UCITS ETF (AGED) units directly through Paasa.

By Paasa · Updated

AGED at a glance

Price
$10.41+$0.05 (0.48%)
Expense ratio
0.4%
Day range
$10.36 – $10.45
Assets
$894.6M
Domicile
Ireland
Holdings
351
Launched
2016
Dividends
—
1 month
-5.96%
6 months
+15.03%
YTD
+8.55%
1 year
+15.28%
5 years
+36.26%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1BLK ICS USD LIQ AGENCY DIS2.8%
  2. 2HALOZYME THERAPEUTICS0.8%
  3. 3TENET HEALTHCARE CORP0.8%
  4. 4GENMAB0.7%
  5. 5ROBINHOOD MARKETS CLASS A0.7%
  6. 6PROTAGONIST THERAPEUTICS0.7%
  7. 7EISAI0.7%
  8. 8RAMSAY HEALTH CARE0.7%
  9. 9PHARMAESSENTIA0.6%
  10. 10EQUITABLE HOLDINGS0.6%

AGED holds 351 securities in total. These 10 are 8.9% of the fund.

Where the money is invested

Sectors

  • Healthcare48.9%
  • Financial Services43.7%
  • Consumer Cyclical5.8%
  • Real Estate0.8%
  • Technology0.5%
  • Basic Materials0.2%

Countries

  • United States47.4%
  • Japan6.4%
  • United Kingdom5.6%
  • Switzerland4.3%
  • Australia3.8%
  • Canada3.0%

How to invest in AGED from India

  1. 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.

  2. 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.

  3. Step 3

    Search AGED and buy

    Find the fund by its ticker, AGED, on the London Stock Exchange ETF segment, and place your order.

Why invest in AGED from India

What AGED holds

The Fund seeks to track the performance of an index composed of developed and emerging market companies which are generating significant revenues from the growing needs of the worlds ageing population (defined as people aged 60 years and above).

Outside US estate tax

AGED is domiciled in Ireland, not the US, so it is not a US-situs asset and US estate tax does not apply to it.

Hold a dollar asset

AGED is priced in US dollars, so a weaker rupee adds to what it's worth in rupees. The rupee depreciated over 85% against the dollar between 2010 and 2025.

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 AGED's UCITS structure matters for Indian investors

AGED 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.

See UCITS options

Frequently asked questions

Can I buy AGED from India?

Yes. Indian residents can buy iShares Ageing Population UCITS ETF (AGED) through Paasa. It is listed on the London Stock Exchange ETF segment and trades in US dollars. 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 AGED invest in?

iShares Ageing Population UCITS ETF holds 351 securities. Its largest holdings are BLK ICS USD LIQ AGENCY DIS (2.8%), HALOZYME THERAPEUTICS (0.8%) and TENET HEALTHCARE CORP (0.8%). Healthcare is its largest sector at 48.9%. The fund is domiciled in Ireland.

What is the expense ratio of AGED?

iShares Ageing Population UCITS ETF has an expense ratio of 0.4% a year, taken from the fund's assets rather than billed to you. The fund manages about $894.6M.

Is AGED a UCITS ETF, and why does that matter for Indian investors?

Yes. iShares Ageing Population 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. 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.

What tax do I pay in India when I sell AGED?

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 USD/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.

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