XETRA · UCITS ETF
Invest in CBUY ETF from India
Indian and foreign residents can buy iShares MSCI ACWI SRI UCITS ETF (CBUY) units directly through Paasa.
By Paasa · Updated
CBUY at a glance
- Price
- €7.63+€0.04 (0.46%)
- Expense ratio
- 0.2%
- Day range
- €7.62 – €7.65
- Assets
- €103.3M
- Domicile
- Ireland
- Holdings
- 549
- Launched
- 2023
- Dividends
- —
- 1 month
- -0.31%
- 6 months
- +19.91%
- YTD
- +16.25%
- 1 year
- +20.28%
- 5 years
- —
Price change, excluding dividends.
Top 10 holdings
- 1NVIDIA8.3%
- 2TAIWAN SEMICONDUCTOR MANUFACTURING5.1%
- 3TESLA INC3.4%
- 4ASML HOLDING3.2%
- 5VISA CLASS A2.5%
- 6LAM RESEARCH1.8%
- 7APPLIED MATERIAL INC1.8%
- 8VERIZON COMMUNICATIONS INC1.6%
- 9WALT DISNEY1.5%
- 10PALO ALTO NETWORKS1.5%
CBUY holds 549 securities in total. These 10 are 30.7% of the fund.
Where the money is invested
Sectors
- Technology34.3%
- Financial Services18.0%
- Industrials9.8%
- Consumer Cyclical8.8%
- Healthcare8.6%
- Communication Services7.5%
Countries
- United States53.6%
- Taiwan (Province of China)6.9%
- Japan6.6%
- Netherlands4.6%
- Switzerland3.7%
- Canada3.5%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| SAWIAMSiShares MSCI ACWI SRI UCITS ETF | 0.2% | 36.1M |
Assets are shown in each fund's own reporting currency.
How to invest in CBUY 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 CBUY and buy
Find the fund by its ticker, CBUY, on XETRA, and place your order.
Why invest in CBUY from India
What CBUY holds
This Fund endeavors to generate returns on your investment through both an increase in capital value and income generated from its holdings. Its performance is designed to mirror the MSCI ACWI SRI Select Reduced Fossil Fuel Index, which acts as the Fund's official benchmark.
Outside US estate tax
CBUY 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 CBUY's UCITS structure matters for Indian investors
CBUY 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 CBUY from India?
Yes. Indian residents can buy iShares MSCI ACWI SRI UCITS ETF (CBUY) through Paasa. It is listed on XETRA 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 CBUY invest in?
iShares MSCI ACWI SRI UCITS ETF holds 549 securities. Its largest holdings are NVIDIA (8.3%), TAIWAN SEMICONDUCTOR MANUFACTURING (5.1%) and TESLA INC (3.4%). Technology is its largest sector at 34.3%. The fund is domiciled in Ireland.
What is the expense ratio of CBUY?
iShares MSCI ACWI SRI UCITS ETF has an expense ratio of 0.2% a year, taken from the fund's assets rather than billed to you. The fund manages about €103.3M.
Is CBUY a UCITS ETF, and why does that matter for Indian investors?
Yes. iShares MSCI ACWI SRI 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 CBUY?
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.