London Stock Exchange ETF segment · UCITS ETF
Invest in CEUR ETF from India
Indian and foreign residents can buy Amundi MSCI Europe ESG Broad Transition UCITS ETF DR - C (CEUR) units directly through Paasa.
By Paasa · Updated
CEUR at a glance
- Price
- £375.90-£0.70 (0.19%)
- Expense ratio
- 0.12%
- Day range
- £375.90 – £377.90
- Assets
- £2.1B
- Domicile
- Luxembourg
- Holdings
- —
- Launched
- 2018
- Dividends
- —
- 1 month
- -2.40%
- 6 months
- +12.27%
- YTD
- +8.02%
- 1 year
- +15.74%
- 5 years
- +58.24%
Price change, excluding dividends.
Top 10 holdings
- 1ASML HOLDING NV4.9%
- 2HSBC HOLDINGS PLC2.6%
- 3ROCHE HOLDING AG - GENUSSS CHF2.4%
- 4NOVARTIS AG-REG2.1%
- 5ASTRAZENECA GBP1.9%
- 6BANCO SANTANDER SA MADRID1.6%
- 7SAP SE / XETRA1.6%
- 8ALLIANZ SE-REG1.6%
- 9SCHNEIDER ELECT SE1.5%
- 10SIEMENS AG-REG1.5%
These 10 are 21.7% of the fund.
Where the money is invested
Sectors
- Financial Services27.0%
- Industrials19.4%
- Healthcare13.4%
- Technology9.7%
- Consumer Defensive6.8%
- Consumer Cyclical5.6%
Countries
- United Kingdom20.0%
- Switzerland14.9%
- France13.8%
- Germany12.3%
- Netherlands9.8%
- Spain6.0%
How to invest in CEUR 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 CEUR and buy
Find the fund by its ticker, CEUR, on the London Stock Exchange ETF segment, and place your order.
Why invest in CEUR from India
What CEUR holds
The Amundi MSCI Europe ESG Broad Transition UCITS ETF DR - EUR is crafted to meticulously reflect the performance of the MSCI Europe ESG Broad CTB Select Index (referred to as 'the Index'), aiming for precise replication regardless of market fluctuations. A primary objective is to keep any divergence between the Sub-Fund's net asset value and the Index's performance to an absolute minimum.
Outside US estate tax
CEUR is domiciled in Luxembourg, 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 CEUR's UCITS structure matters for Indian investors
CEUR is domiciled in Luxembourg, 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 CEUR from India?
Yes. Indian residents can buy Amundi MSCI Europe ESG Broad Transition UCITS ETF DR - C (CEUR) 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 CEUR invest in?
Its largest holdings are ASML HOLDING NV (4.9%), HSBC HOLDINGS PLC (2.6%) and ROCHE HOLDING AG - GENUSSS CHF (2.4%). Financial Services is its largest sector at 27.0%. The fund is domiciled in Luxembourg.
What is the expense ratio of CEUR?
Amundi MSCI Europe ESG Broad Transition UCITS ETF DR - C has an expense ratio of 0.12% a year, taken from the fund's assets rather than billed to you. The fund manages about £2.1B.
Is CEUR a UCITS ETF, and why does that matter for Indian investors?
Yes. Amundi MSCI Europe ESG Broad Transition UCITS ETF DR - C is a UCITS fund domiciled in Luxembourg. 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 CEUR?
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.