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NYSE Arca · ETF

Invest in CSPF ETF from India

Indian and foreign residents can buy Cohen & Steers Preferred and Opportunities Active ETF (CSPF) units directly through Paasa.

By Paasa · Updated

CSPF at a glance

Price
$25.20-$0.04 (0.16%)
Expense ratio
0.59%
Day range
$25.19 – $25.27
Assets
$18.2M
Domicile
the US
Holdings
218
Launched
2025
Dividends
Distributing
1 month
-2.76%
6 months
-1.27%
YTD
-2.57%
1 year
-3.02%
5 years
—

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1Cash & Cash Equivalents3.4%
  2. 2Ing Groep Nv 8.000% Flt Perp1.6%
  3. 3Citigroup Inc 6.875% Flt Perp Sr:GG1.5%
  4. 4Bnp Paribas 8.000% Flt Perp Sr:144A1.5%
  5. 5Citigroup Inc 6.625% Flt Perp1.4%
  6. 6Royal Bank Of Canada 6.750% Flt 08/24/851.3%
  7. 7Societe Generale 8.125% Flt Perp Sr:144A1.3%
  8. 8Toronto-Dominion Bank 7.250% Flt 07/31/841.2%
  9. 9Bank Of Montreal 7.700% Flt 05/26/841.0%
  10. 10Ubs Group Ag 7.750% Flt Perp Sr:144A1.0%

CSPF holds 218 securities in total. These 10 are 15.1% of the fund.

Where the money is invested

Countries

  • United States67.9%
  • Other22.0%
  • France3.9%
  • Germany2.9%
  • Austria1.0%
  • Spain0.7%

How to invest in CSPF 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 CSPF and buy

    Find the fund by its ticker, CSPF, on NYSE Arca, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.

Why invest in CSPF from India

What CSPF holds

This fund is actively managed, investing primarily in a selection of high-quality, institutional preferred securities. Its objective is to provide investors with considerable tax-efficient income and improve portfolio diversification.

Hold a dollar asset

CSPF 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.

Buy a fraction of a unit

Buy by amount, not by unit, and get the matching fraction of one CSPF unit. There is no minimum trade size.

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.

Planning to hold more than $60,000 in US ETFs? Here's what US estate tax means for you.

US-domiciled ETFs held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family.

A UCITS ETF tracking a similar market sits outside US estate tax.

How US estate tax works See UCITS options

Frequently asked questions

Can I buy CSPF from India?

Yes. Indian residents can buy Cohen & Steers Preferred and Opportunities Active ETF (CSPF) through Paasa. It is listed on NYSE Arca 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 CSPF invest in?

Cohen & Steers Preferred and Opportunities Active ETF holds 218 securities. Its largest holdings are Cash & Cash Equivalents (3.4%), Ing Groep Nv 8.000% Flt Perp (1.6%) and Citigroup Inc 6.875% Flt Perp Sr:GG (1.5%). It is a distributing fund domiciled in the US.

What is the expense ratio of CSPF?

Cohen & Steers Preferred and Opportunities Active ETF has an expense ratio of 0.59% a year, taken from the fund's assets rather than billed to you. The fund manages about $18.2M.

How are CSPF dividends taxed in India?

Cohen & Steers Preferred and Opportunities Active ETF 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 CSPF?

The US does not levy capital gains tax on shares for Indian residents. Gains are taxable in India. Debt-oriented funds can be taxed differently from equity funds, so confirm your rate before selling. The gain is 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.

Can I buy a fraction of one CSPF unit?

Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $25.20, and there is no minimum trade size.

What happens to my CSPF units if I pass away?

US-domiciled ETFs held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family. A UCITS ETF tracking a similar market sits outside US estate tax. Paasa's US estate tax calculator shows the exposure for a given portfolio value.

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