London Stock Exchange ETF segment · UCITS ETF
Invest in DTRE ETF from India
Indian and foreign residents can buy First Trust Alerian Disruptive Technology Real Estate UCITS ETF (DTRE) units directly through Paasa.
By Paasa · Updated
DTRE at a glance
- Price
- £14.12-£0.15 (1.02%)
- Expense ratio
- 0.6%
- Day range
- £14.12 – £14.74
- Assets
- £223.7K
- Domicile
- Ireland
- Holdings
- 30
- Launched
- 2022
- Dividends
- Distributing
- 1 month
- -4.22%
- 6 months
- +1.78%
- YTD
- +1.62%
- 1 year
- +2.49%
- 5 years
- —
Price change, excluding dividends.
Top 10 holdings
- 1American Tower Corporation6.9%
- 2Digital Realty Trust, Inc.6.9%
- 3Equinix, Inc.6.8%
- 4Prologis, Inc.6.4%
- 5SBA Communications Corporation6.1%
- 6Crown Castle International Corp.6.1%
- 7Rexford Industrial Realty, Inc.5.2%
- 8Segro Plc5.0%
- 9Terreno Realty Corporation4.6%
- 10EastGroup Properties, Inc.4.5%
DTRE holds 30 securities in total. These 10 are 58.6% of the fund.
Where the money is invested
Countries
- United States74.8%
- United Kingdom8.8%
- Singapore6.8%
- Japan5.2%
- Belgium1.4%
- Canada1.3%
Similar funds
| Fund | Expense ratio | Assets |
|---|---|---|
| DTREAMEXFirst Trust Alerian Disruptive Technology Real Estate ETF | 0.6% | 13.6M |
| TRELSEFirst Trust Alerian Disruptive Technology Real Estate UCITS ETF | 0.6% | 708.3K |
Assets are shown in each fund's own reporting currency.
How to invest in DTRE 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 DTRE and buy
Find the fund by its ticker, DTRE, on the London Stock Exchange ETF segment, and place your order.
Why invest in DTRE from India
What DTRE holds
This passively managed fund is structured to generally match the price and yield performance of the Alerian Disruptive Technology Real Estate Index, prior to accounting for its own expenses. The Index, which uses a modified average daily trading value (ADTV) weighting methodology, is engineered to track firms that own, manage, or lease real estate vital to the infrastructure of transformative technologies.
Outside US estate tax
DTRE 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 DTRE's UCITS structure matters for Indian investors
DTRE 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 DTRE from India?
Yes. Indian residents can buy First Trust Alerian Disruptive Technology Real Estate UCITS ETF (DTRE) 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 DTRE invest in?
First Trust Alerian Disruptive Technology Real Estate UCITS ETF holds 30 securities. Its largest holdings are American Tower Corporation (6.9%), Digital Realty Trust, Inc. (6.9%) and Equinix, Inc. (6.8%). It is a distributing fund domiciled in Ireland.
What is the expense ratio of DTRE?
First Trust Alerian Disruptive Technology Real Estate UCITS ETF has an expense ratio of 0.6% a year, taken from the fund's assets rather than billed to you. The fund manages about £223.7K.
Is DTRE a UCITS ETF, and why does that matter for Indian investors?
Yes. First Trust Alerian Disruptive Technology Real Estate 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.
How are DTRE dividends taxed in India?
First Trust Alerian Disruptive Technology Real Estate UCITS 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 DTRE?
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.