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London Stock Exchange ETF segment · UCITS ETF

Invest in EAHG ETF from India

Indian and foreign residents can buy Amundi Euro Aggregate Bond ESG UCITS ETF DR - C (EAHG) units directly through Paasa.

By Paasa · Updated

EAHG at a glance

Price
£47.43-£0.13 (0.28%)
Expense ratio
0.18%
Day range
£47.43 – £47.49
Assets
£1.1B
Domicile
Luxembourg
Holdings
—
Launched
2021
Dividends
—
1 month
-2.21%
6 months
-1.46%
YTD
-1.33%
1 year
-0.32%
5 years
—

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1FRANCE OAT 2.5% 25May300.5%
  2. 2FRANCE OAT 0.75% 25May280.5%
  3. 3FRENCH REPUBL OAT 2.75% 25Feb290.4%
  4. 4FRANCE OAT 1.5% 25May310.4%
  5. 5FRENCH REPUBL OAT 0.75% 25Nov280.4%
  6. 6FRANCE OAT 2.75% 25Oct270.4%
  7. 7FRENCH REPUBL OAT 2.75% 25Feb300.4%
  8. 8FRENCH REPUBL OAT 3.5% 25Nov330.4%
  9. 9FRENCH REPUBL OAT 3.5% 25Nov350.4%
  10. 10FRENCH REPUBL OAT 0.5% 25May290.4%

These 10 are 4.1% of the fund.

Where the money is invested

Countries

  • France20.9%
  • Germany17.9%
  • Italy12.6%
  • Spain9.3%
  • Belgium8.5%
  • Netherlands6.3%

How to invest in EAHG 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 EAHG and buy

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

Why invest in EAHG from India

What EAHG holds

The Amundi Euro Aggregate Bond ESG - UCITS ETF DR - HEDGED GBP endeavors to closely mirror the performance of the Bloomberg MSCI ESG Euro Aggregate Sector Neutral Select Index, performing consistently in both upward and downward market trends. A core objective is to minimize the deviation between the Sub-Fund's net asset value and the Index's returns.

Outside US estate tax

EAHG 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 EAHG's UCITS structure matters for Indian investors

EAHG 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 EAHG from India?

Yes. Indian residents can buy Amundi Euro Aggregate Bond ESG UCITS ETF DR - C (EAHG) 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 EAHG invest in?

Its largest holdings are FRANCE OAT 2.5% 25May30 (0.5%), FRANCE OAT 0.75% 25May28 (0.5%) and FRENCH REPUBL OAT 2.75% 25Feb29 (0.4%). The fund is domiciled in Luxembourg.

What is the expense ratio of EAHG?

Amundi Euro Aggregate Bond ESG UCITS ETF DR - C has an expense ratio of 0.18% a year, taken from the fund's assets rather than billed to you. The fund manages about £1.1B.

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

Yes. Amundi Euro Aggregate Bond ESG 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 EAHG?

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 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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