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London Stock Exchange ETF segment · UCITS ETF

Invest in CSWG ETF from India

Indian and foreign residents can buy Amundi MSCI Switzerland UCITS ETF - C (CSWG) units directly through Paasa.

By Paasa · Updated

CSWG at a glance

Price
£11.50-£0.08 (0.71%)
Expense ratio
0.25%
Day range
£11.42 – £11.55
Assets
£493.7M
Domicile
Luxembourg
Holdings
—
Launched
2018
Dividends
—
1 month
-4.44%
6 months
+2.31%
YTD
+1.83%
1 year
+10.71%
5 years
+42.57%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1BROADCOM INC9.1%
  2. 2NVIDIA CORP8.9%
  3. 3AMAZON.COM INC8.9%
  4. 4APPLE INC8.7%
  5. 5ALPHABET INC CL C4.5%
  6. 6MICROSOFT CORP4.4%
  7. 7COCA-COLA CO/THE4.4%
  8. 8ABBVIE INC4.4%
  9. 9PFIZER INC4.1%
  10. 10INTEL CORP3.9%

These 10 are 61.4% of the fund.

Where the money is invested

Sectors

  • Healthcare38.0%
  • Financial Services20.9%
  • Consumer Defensive13.4%
  • Industrials12.5%
  • Consumer Cyclical6.8%
  • Basic Materials6.1%

Countries

  • United States93.0%
  • France7.0%

Similar funds

FundExpense ratioAssets
CSWULSEAmundi MSCI Switzerland UCITS ETF - CHF (C)0.25%655.1M
540JXETRAAmundi MSCI Switzerland ETF Class C EUR0.25%578.0M

Assets are shown in each fund's own reporting currency.

How to invest in CSWG 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, and Interactive Brokers converts the dollars to GBP when you buy.

  3. Step 3

    Search CSWG and buy

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

Why invest in CSWG from India

What CSWG holds

This Amundi UCITS ETF is engineered to accurately track the performance of the MSCI Switzerland Index, regardless of whether market trends are upward or downward. It grants investors straightforward access to a portfolio of approximately 40 prominent Swiss companies through a single investment.

Outside US estate tax

CSWG 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 CSWG's UCITS structure matters for Indian investors

CSWG 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.

See UCITS options

Frequently asked questions

Can I buy CSWG from India?

Yes. Indian residents can buy Amundi MSCI Switzerland UCITS ETF - C (CSWG) 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 CSWG invest in?

Its largest holdings are BROADCOM INC (9.1%), NVIDIA CORP (8.9%) and AMAZON.COM INC (8.9%). Healthcare is its largest sector at 38.0%. The fund is domiciled in Luxembourg.

What is the expense ratio of CSWG?

Amundi MSCI Switzerland UCITS ETF - C has an expense ratio of 0.25% a year, taken from the fund's assets rather than billed to you. The fund manages about £493.7M.

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

Yes. Amundi MSCI Switzerland UCITS ETF - 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 CSWG?

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.

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