London Stock Exchange ETF segment · ETF
Invest in CAPE ETF from India
Indian and foreign residents can buy Ossiam Shiller Barclays Cape Europe Sector Value TR (CAPE) units directly through Paasa.
By Paasa · Updated
CAPE at a glance
- Price
- €629.10-€7.70 (1.21%)
- Expense ratio
- 0.65%
- Day range
- €629.10 – €634.00
- Assets
- €117.1M
- Domicile
- Luxembourg
- Holdings
- —
- Launched
- 2014
- Dividends
- —
- 1 month
- -5.54%
- 6 months
- +2.18%
- YTD
- +11.28%
- 1 year
- +17.82%
- 5 years
- +46.15%
Price change, excluding dividends.
Top 10 holdings
- 1ASML Holding NV8.6%
- 2Siemens AG8.5%
- 3Muenchener Rueckversicherungs-6.9%
- 4Siemens Energy AG5.6%
- 5SWAP - NATIXIS5.2%
- 6Allianz SE4.8%
- 7Argenx SE4.3%
- 8SAP SE4.3%
- 9Nordea Bank Abp3.2%
- 10Deutsche Bank AG3.0%
These 10 are 54.1% of the fund.
Where the money is invested
Sectors
- Financial Services24.9%
- Technology15.0%
- Industrials13.6%
- Healthcare12.5%
- Consumer Cyclical8.3%
- Utilities7.0%
Countries
- Germany55.6%
- Netherlands17.6%
- Finland10.4%
- Belgium6.4%
- Austria4.0%
- Other2.8%
How to invest in CAPE 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 CAPE and buy
Find the fund by its ticker, CAPE, on the London Stock Exchange ETF segment, and place your order.
Why invest in CAPE from India
What CAPE holds
Without considering its own fees and expenses, the Fund aims to precisely mirror the performance of the Shiller Barclays CAPE Europe Sector Value Net TR Index at its closing value.
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.
Frequently asked questions
Can I buy CAPE from India?
Yes. Indian residents can buy Ossiam Shiller Barclays Cape Europe Sector Value TR (CAPE) 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 CAPE invest in?
Its largest holdings are ASML Holding NV (8.6%), Siemens AG (8.5%) and Muenchener Rueckversicherungs- (6.9%). Financial Services is its largest sector at 24.9%. The fund is domiciled in Luxembourg.
What is the expense ratio of CAPE?
Ossiam Shiller Barclays Cape Europe Sector Value TR has an expense ratio of 0.65% a year, taken from the fund's assets rather than billed to you. The fund manages about €117.1M.
What tax do I pay in India when I sell CAPE?
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 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.